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

About Broadhurst Jeffrey B

Investment Activity

Broadhurst Jeffrey B has $47.00 million in total holdings as of June 30, 2026.
Broadhurst Jeffrey B owns shares of 23 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
Approximately 1.78% of the portfolio was purchased this quarter.
About 127.63% of the portfolio was sold this quarter.
This quarter, Broadhurst Jeffrey B has purchased 41 new stocks and bought additional shares in 1 stock.
Broadhurst Jeffrey B sold shares of 19 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Dimensional U.S. Equity ETF: $11,320,774
Dimensional U.S. Core Equity 2 ETF: $10,222,446
Dimensional U.S. Targeted Value ETF: $4,819,598
Dimensional U.S. Small Cap ETF: $4,818,118
Dimensional US Sustainability Core 1 ETF: $2,202,680

Largest New Holdings this Quarter

389930207 - Grayscale Bitcoin Mini Trust (BTC): $519,000 Holding
25434V724 - Dimensional US Marketwide Value ETF: $216,150 Holding

Largest Purchases this Quarter

Grayscale Bitcoin Mini Trust (BTC): 20,000 shares (about $519K)
Dimensional US Marketwide Value ETF: 3,929 shares (about $216.15K)
Grayscale Ethereum Staking Mini ETF Shares: 6,782 shares (about $101.93K)

Largest Sales this Quarter

Dimensional U.S. Equity ETF: 87,849 shares (about $7.20M)
Dimensional U.S. Small Cap ETF: 70,700 shares (about $5.82M)
Dimensional US Sustainability Core 1 ETF: 121,013 shares (about $5.64M)
Dimensional International Core Equity Market ETF: 76,770 shares (about $3.17M)
Dimensional International Small Cap ETF: 70,091 shares (about $2.46M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFUS Dimensional U.S. Equity ETF	$11,320,774	$7,198,311 â–¼	-38.9%	138,160	24.1%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$10,222,446	$1,170,349 â–¼	-10.3%	230,443	21.8%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$4,819,598	$647,203 â–¼	-11.8%	68,950	10.3%	ETF
DFAS Dimensional U.S. Small Cap ETF	$4,818,118	$5,821,429 â–¼	-54.7%	58,515	10.3%	ETF
DFSU Dimensional US Sustainability Core 1 ETF	$2,202,680	$5,642,884 â–¼	-71.9%	47,237	4.7%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$1,676,766	$1,444,454 â–¼	-46.3%	45,515	3.6%	ETF
GMED Globus Medical	$1,567,462	$254,027 â–¼	-13.9%	19,838	3.3%	Healthcare
DFIV Dimensional International Value ETF	$1,497,258	$1,215,708 â–¼	-44.8%	27,717	3.2%	ETF
DFSV Dimensional US Small Cap Value ETF	$1,379,881	$72,576 â–¼	-5.0%	35,573	2.9%	ETF
DFAI Dimensional International Core Equity Market ETF	$1,078,688	$3,166,764 â–¼	-74.6%	26,150	2.3%	ETF
DFSB Dimensional Global Sustainability Fixed Income ETF	$924,952	$1,413,170 â–¼	-60.4%	17,750	2.0%	ETF
DFIS Dimensional International Small Cap ETF	$871,196	$2,455,287 â–¼	-73.8%	24,870	1.9%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$681,158	$1,868,158 â–¼	-73.3%	16,940	1.4%	ETF
DFNM Dimensional National Municipal Bond ETF	$580,020	$1,576,494 â–¼	-73.1%	12,000	1.2%	ETF
DFAR Dimensional US Real Estate ETF	$544,128	$1,201,241 â–¼	-68.8%	20,800	1.2%	ETF
Grayscale Bitcoin Mini Trust (BTC)	$519,000	$519,000 â–²	New Holding	20,000	1.1%	SHS NEW
DEHP Dimensional Emerging Markets High Profitability ETF	$501,166	$1,148,131 â–¼	-69.6%	11,718	1.1%	ETF
SNPS Synopsys	$461,984	$4,013 â–¼	-0.9%	1,036	1.0%	Technology
Grayscale Ethereum Staking Mini ETF Shares	$420,840	$101,933 â–²	32.0%	28,000	0.9%	SHS NEW
Dimensional US Core Equity 1 ETF	$262,344		0.0%	3,200	0.6%	US CORE EQUITY 1
SPY SPDR S&P 500 ETF Trust	$224,031	$29,124 â–¼	-11.5%	300	0.5%	ETF
DFUV Dimensional US Marketwide Value ETF	$216,150	$216,150 â–²	New Holding	3,929	0.5%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$208,810	$428,959 â–¼	-67.3%	5,138	0.4%	ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$0	$2,917,438 â–¼	-100.0%	0	0.0%	ETF
DFIP Dimensional Inflation-Protected Securities ETF	$0	$2,752,141 â–¼	-100.0%	0	0.0%	ETF
DFCF Dimensional Core Fixed Income ETF	$0	$2,309,008 â–¼	-100.0%	0	0.0%	ETF
DFSI Dimensional International Sustainability Core 1 ETF	$0	$2,238,482 â–¼	-100.0%	0	0.0%	ETF
Dimensional Global Credit ETF	$0	$2,041,319 â–¼	-100.0%	0	0.0%	GLOBAL CR ETF
Dimensional International Core Fixed Income ETF	$0	$2,036,396 â–¼	-100.0%	0	0.0%	DIMENSIONAL INTE
Dimensional Ultrashort Fixed Income ETF	$0	$1,998,474 â–¼	-100.0%	0	0.0%	ULTRASHORT FIXED
DUHP Dimensional US High Profitability ETF	$0	$1,315,457 â–¼	-100.0%	0	0.0%	ETF
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF	$0	$974,475 â–¼	-100.0%	0	0.0%	ETF
Bitwise Bitcoin ETF	$0	$867,508 â–¼	-100.0%	0	0.0%	SHS BEN INT
iShares Bitcoin Trust	$0	$701,873 â–¼	-100.0%	0	0.0%	SHS BEN INT
ARK 21Shares Bitcoin ETF	$0	$598,049 â–¼	-100.0%	0	0.0%	SHS BEN INT
DFAU Dimensional US Core Equity Market ETF	$0	$587,909 â–¼	-100.0%	0	0.0%	ETF
AAPL Apple	$0	$373,868 â–¼	-100.0%	0	0.0%	Technology
Fidelity Wise Origin Bitcoin Fund	$0	$365,000 â–¼	-100.0%	0	0.0%	SHS
DFGR Dimensional Global Real Estate ETF	$0	$327,877 â–¼	-100.0%	0	0.0%	ETF
AMZN Amazon.com	$0	$268,291 â–¼	-100.0%	0	0.0%	Consumer Discretionary
DISV Dimensional International Small Cap Value ETF	$0	$267,503 â–¼	-100.0%	0	0.0%	ETF
TSM Taiwan Semiconductor Manufacturing	$0	$241,543 â–¼	-100.0%	0	0.0%	Technology
ASPI ASP Isotopes	$0	$44,200 â–¼	-100.0%	0	0.0%	Materials

Showing largest 100 holdings. View all holdings.

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

About Broadhurst Jeffrey B

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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

About Broadhurst Jeffrey B

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBroadhurst Jeffrey B

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools