Broadhurst Jeffrey B Top Holdings and 13F Report (2026) About Broadhurst Jeffrey BInvestment ActivityBroadhurst 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 Holdings Dimensional U.S. Equity ETF $18,758,045Dimensional U.S. Core Equity 2 ETF $11,211,760Dimensional U.S. Small Cap ETF $10,071,826Dimensional US Sustainability Core 1 ETF $8,101,795Dimensional U.S. Targeted Value ETF $5,178,625 Largest New Holdings this Quarter 25434V864 - Dimensional Short-Duration Fixed Income ETF $2,899,575 Holding25434V690 - Dimensional International Sustainability Core 1 ETF $2,533,023 Holding25434V856 - Dimensional Inflation-Protected Securities ETF $2,505,971 Holding25434V872 - Dimensional Core Fixed Income ETF $2,333,309 Holding25434V591 - 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 International Core Equity Market ETF 79,138 shares (about $3.28M)Dimensional Short-Duration Fixed Income ETF 62,394 shares (about $2.90M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBroadhurst Jeffrey B Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUSDimensional U.S. Equity ETF$18,758,045$7,286,626 ▲63.5%225,91916.9%ETFDFACDimensional U.S. Core Equity 2 ETF$11,211,760$968,566 ▲9.5%252,23310.1%ETFDFASDimensional U.S. Small Cap ETF$10,071,826$5,541,583 ▲122.3%130,0939.1%ETFDFSUDimensional US Sustainability Core 1 ETF$8,101,795$5,873,621 ▲263.6%171,7577.3%ETFDFATDimensional U.S. Targeted Value ETF$5,178,625$597,564 ▲13.0%77,9444.7%ETFDFAIDimensional International Core Equity Market ETF$4,362,087$3,278,691 ▲302.6%105,2883.9%ETFDFISDimensional International Small Cap ETF$3,519,788$2,618,746 ▲290.6%97,1513.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$3,123,182$1,438,222 ▲85.4%84,3652.8%ETFDFSBDimensional Global Sustainability Fixed Income ETF$2,916,431$2,036,928 ▲231.6%58,8592.6%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,899,575$2,899,575 ▲New Holding62,3942.6%ETFDFIVDimensional International Value ETF$2,812,167$1,263,892 ▲81.6%50,3432.5%ETFDFNMDimensional National Municipal Bond ETF$2,695,731$2,143,374 ▲388.0%58,5652.4%ETFDFSIDimensional International Sustainability Core 1 ETF$2,533,023$2,533,023 ▲New Holding56,0782.3%ETFDFIPDimensional Inflation-Protected Securities ETF$2,505,971$2,505,971 ▲New Holding64,1572.3%ETFDFAEDimensional Emerging Core Equity Market ETF$2,466,019$1,800,112 ▲270.3%62,7332.2%ETFDFCFDimensional Core Fixed Income ETF$2,333,309$2,333,309 ▲New Holding58,1582.1%ETFDimensional Ultrashort Fixed Income ETF$2,190,887$2,190,887 ▲New Holding43,3922.0%ULTRASHORT FIXEDDimensional International Core Fixed Income ETF$2,086,543$2,086,543 ▲New Holding40,8021.9%DIMENSIONAL INTEDimensional Global Credit ETF$2,072,483$2,072,483 ▲New Holding39,9271.9%GLOBAL CR ETFDFA Real Estate Securities Portfolio ETF Class Shares$1,635,043$1,635,043 ▲New Holding67,6761.5%REAL ESTATE SECUDEHPDimensional Emerging Markets High Profitability ETF$1,537,400$1,055,322 ▲218.9%37,3701.4%ETFGMEDGlobus Medical$1,490,411$4,569 ▲0.3%19,8991.3%HealthcareDimensional US High Profitability ETF$1,438,070$1,438,070 ▲New Holding34,3131.3%U S HIGH RELATIDimensional US Small Cap Value ETF$1,403,040$1,403,040 ▲New Holding37,4441.3%U S SML CP VALDFSEDimensional Emerging Markets Sustainability Core 1 ETF$1,124,865$1,124,865 ▲New Holding23,2651.0%ETFGrayscale Ethereum Staking Mini ETF Shares$1,095,548$381,836 ▲53.5%42,9801.0%SHS NEWGrayscale Bitcoin Mini Trust (BTC)$1,023,390$284,400 ▲38.5%27,6970.9%SHS NEWBitwise Bitcoin ETF$994,146$994,146 ▲New Holding21,9170.9%SHS BEN INTiShares Bitcoin Trust$847,261$847,261 ▲New Holding17,8970.8%SHS BEN INTARK 21Shares Bitcoin ETF$719,349$719,349 ▲New Holding25,9790.6%SHS BEN INTDFAUDimensional US Core Equity Market ETF$676,448$676,448 ▲New Holding12,9190.6%ETFAAPLApple$631,989$631,989 ▲New Holding1,8980.6%TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$612,731$408,646 ▲200.2%15,4260.6%ETFTSMTaiwan Semiconductor Manufacturing$527,481$527,481 ▲New Holding1,1560.5%TechnologySNPSSynopsys$453,026$2,609 ▲0.6%1,0420.4%TechnologyAMZNAmazon.com$376,564$376,564 ▲New Holding1,5110.3%Consumer DiscretionaryDFGRDimensional Global Real Estate ETF$350,218$350,218 ▲New Holding12,9470.3%ETFMSFTMicrosoft$337,386$337,386 ▲New Holding6580.3%TechnologyNVDANVIDIA$316,670$316,670 ▲New Holding1,3870.3%TechnologySK hynix Inc - American Depositary Shares$302,843$302,843 ▲New Holding1,6450.3%AMERICAN DEPOSITDISVDimensional International Small Cap Value ETF$275,434$275,434 ▲New Holding6,3630.2%ETFUS Core Equity 1 Portfolio ETF Class Shares$264,520$264,520 ▲New Holding3,2000.2%U S CORE EQTY 1SPYSPDR S&P 500 ETF Trust$258,532$29,743 ▲13.0%3390.2%ETFDFUVDimensional US Marketwide Value ETF$219,152$3,080 ▲1.4%3,9850.2%ETFGOOGLAlphabet$214,559$214,559 ▲New Holding6240.2%Communication ServicesGOOGAlphabet$204,178$204,178 ▲New Holding5990.2%Communication ServicesASPIASP Isotopes$26,500$26,500 ▲New Holding10,0000.0%MaterialsDFSVDimensional US Small Cap Value ETF$0$1,379,881 ▼-100.0%00.0%ETFDFARDimensional US Real Estate ETF$0$544,128 ▼-100.0%00.0%ETFDimensional US Core Equity 1 ETF$0$262,344 ▼-100.0%00.0%US CORE EQUITY 1Showing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.