Free Trial

Broadhurst Jeffrey B Top Holdings and 13F Report (2026)

About Broadhurst Jeffrey B

Investment Activity

  • Broadhurst Jeffrey B has $111.20 million in total holdings as of September 30, 2026.
  • Broadhurst Jeffrey B owns shares of 47 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 59.63% of the portfolio was purchased this quarter.
  • About 1.97% of the portfolio was sold this quarter.
  • This quarter, Broadhurst Jeffrey B has purchased 23 new stocks and bought additional shares in 20 stocks.
  • Broadhurst Jeffrey B sold shares of 0 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

25434V864 - Dimensional Short-Duration Fixed Income ETF
$2,899,575 Holding
25434V856 - Dimensional Inflation-Protected Securities ETF
$2,505,971 Holding
25434V872 - Dimensional Core Fixed Income ETF
$2,333,309 Holding
25434V591 - Dimensional Ultrashort Fixed Income ETF
$2,190,887 Holding

Largest Purchases this Quarter

Dimensional U.S. Equity ETF
87,759 shares (about $7.29M)
Dimensional US Sustainability Core 1 ETF
124,520 shares (about $5.87M)
Dimensional U.S. Small Cap ETF
71,578 shares (about $5.54M)
Dimensional Short-Duration Fixed Income ETF
62,394 shares (about $2.90M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBroadhurst Jeffrey B

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$18,758,045$7,286,626 ▲63.5%225,91916.9%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$11,211,760$968,566 ▲9.5%252,23310.1%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$10,071,826$5,541,583 ▲122.3%130,0939.1%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$8,101,795$5,873,621 ▲263.6%171,7577.3%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$5,178,625$597,564 ▲13.0%77,9444.7%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$4,362,087$3,278,691 ▲302.6%105,2883.9%ETF
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$3,519,788$2,618,746 ▲290.6%97,1513.2%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$3,123,182$1,438,222 ▲85.4%84,3652.8%ETF
DFSB
Dimensional Global Sustainability Fixed Income ETF
$2,916,431$2,036,928 ▲231.6%58,8592.6%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$2,899,575$2,899,575 ▲New Holding62,3942.6%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$2,812,167$1,263,892 ▲81.6%50,3432.5%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$2,695,731$2,143,374 ▲388.0%58,5652.4%ETF
DFSI
Dimensional International Sustainability Core 1 ETF
$2,533,023$2,533,023 ▲New Holding56,0782.3%ETF
Dimensional Inflation-Protected Securities ETF stock logo
DFIP
Dimensional Inflation-Protected Securities ETF
$2,505,971$2,505,971 ▲New Holding64,1572.3%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$2,466,019$1,800,112 ▲270.3%62,7332.2%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$2,333,309$2,333,309 ▲New Holding58,1582.1%ETF
Dimensional Ultrashort Fixed Income ETF
$2,190,887$2,190,887 ▲New Holding43,3922.0%ULTRASHORT FIXED
Dimensional International Core Fixed Income ETF
$2,086,543$2,086,543 ▲New Holding40,8021.9%DIMENSIONAL INTE
Dimensional Global Credit ETF
$2,072,483$2,072,483 ▲New Holding39,9271.9%GLOBAL CR ETF
DFA Real Estate Securities Portfolio ETF Class Shares
$1,635,043$1,635,043 ▲New Holding67,6761.5%REAL ESTATE SECU
DEHP
Dimensional Emerging Markets High Profitability ETF
$1,537,400$1,055,322 ▲218.9%37,3701.4%ETF
Globus Medical, Inc. stock logo
GMED
Globus Medical
$1,490,411$4,569 ▲0.3%19,8991.3%Healthcare
Dimensional US High Profitability ETF
$1,438,070$1,438,070 ▲New Holding34,3131.3%U S HIGH RELATI
Dimensional US Small Cap Value ETF
$1,403,040$1,403,040 ▲New Holding37,4441.3%U S SML CP VAL
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
$1,124,865$1,124,865 ▲New Holding23,2651.0%ETF
Grayscale Ethereum Staking Mini ETF Shares
$1,095,548$381,836 ▲53.5%42,9801.0%SHS NEW
Grayscale Bitcoin Mini Trust (BTC)
$1,023,390$284,400 ▲38.5%27,6970.9%SHS NEW
Bitwise Bitcoin ETF
$994,146$994,146 ▲New Holding21,9170.9%SHS BEN INT
iShares Bitcoin Trust
$847,261$847,261 ▲New Holding17,8970.8%SHS BEN INT
ARK 21Shares Bitcoin ETF
$719,349$719,349 ▲New Holding25,9790.6%SHS BEN INT
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$676,448$676,448 ▲New Holding12,9190.6%ETF
Apple Inc. stock logo
AAPL
Apple
$631,989$631,989 ▲New Holding1,8980.6%Technology
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$612,731$408,646 ▲200.2%15,4260.6%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$527,481$527,481 ▲New Holding1,1560.5%Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$453,026$2,609 ▲0.6%1,0420.4%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$376,564$376,564 ▲New Holding1,5110.3%Consumer Discretionary
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$350,218$350,218 ▲New Holding12,9470.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$337,386$337,386 ▲New Holding6580.3%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$316,670$316,670 ▲New Holding1,3870.3%Technology
SK hynix Inc - American Depositary Shares
$302,843$302,843 ▲New Holding1,6450.3%AMERICAN DEPOSIT
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$275,434$275,434 ▲New Holding6,3630.2%ETF
US Core Equity 1 Portfolio ETF Class Shares
$264,520$264,520 ▲New Holding3,2000.2%U S CORE EQTY 1
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$258,532$29,743 ▲13.0%3390.2%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$219,152$3,080 ▲1.4%3,9850.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$214,559$214,559 ▲New Holding6240.2%Communication Services
Alphabet Inc. stock logo
GOOG
Alphabet
$204,178$204,178 ▲New Holding5990.2%Communication Services
ASP Isotopes Inc. stock logo
ASPI
ASP Isotopes
$26,500$26,500 ▲New Holding10,0000.0%Materials
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$0$1,379,881 ▼-100.0%00.0%ETF
Dimensional US Real Estate ETF stock logo
DFAR
Dimensional US Real Estate ETF
$0$544,128 ▼-100.0%00.0%ETF
Dimensional US Core Equity 1 ETF
$0$262,344 ▼-100.0%00.0%US CORE EQUITY 1

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data