Broadhurst Jeffrey B Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Broadhurst Jeffrey B disclosed 22 stock positions valued at approximately $44.35M as of quarter-end June 30, 2026. The largest holdings include Dimensional U S Equity Market ETF, Dimensional ETF U S Core Equity 2 ETF, and Dimensional U S Targeted Value ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 22
- Portfolio Value
- $44.35M
Holdings by Sector
Broadhurst Jeffrey B Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Dimensional U S Equity Market ETF | DFUS | Other | 25.52% | 138,160 | -87,849 | -38.87% | $11,320,774 |
| Dimensional ETF U S Core Equity 2 ETF | DFAC | Other | 23.05% | 230,443 | -26,383 | -10.27% | $10,222,446 |
| Dimensional U S Targeted Value ETF | DFAT | Other | 10.87% | 68,950 | -9,259 | -11.84% | $4,819,598 |
| Dimensional U S Small Cap ETF | DFAS | Other | 10.86% | 58,515 | -70,700 | -54.72% | $4,818,118 |
| Dimensional US Sustainability Core 1 ETF | DFSU | Other | 4.97% | 47,237 | -121,013 | -71.92% | $2,202,680 |
| Globus Medical, Inc Class A Common Stock | GMED | Healthcare | 3.53% | 19,838 | -3,215 | -13.95% | $1,567,462 |
| Dimensional International Value ETF | DFIV | Other | 3.38% | 27,717 | -22,505 | -44.81% | $1,497,258 |
| Dimensional US Small Cap Value ETF | DFSV | Other | 3.11% | 35,573 | -1,871 | -5.00% | $1,379,881 |
| Dimensional International Core Equity Market ETF | DFAI | Other | 2.43% | 26,150 | -76,770 | -74.59% | $1,078,688 |
| Dimensional World ex U S Core Equity 2 ETF | DFAX | Other | 2.16% | 26,058 | -58,666 | -69.24% | $959,970 |
| Dimensional Emerging Core Equity Market ETF | DFAE | Other | 1.54% | 16,940 | -46,460 | -73.28% | $681,158 |
| Dimensional Emerging Markets High Profitability ETF | DEHP | Other | 1.13% | 11,718 | -26,845 | -69.61% | $501,166 |
| Dimensional Global Sustainability Fixed Income ETF | DFSB | Other | 1.04% | 8,875 | -35,994 | -80.22% | $462,476 |
| Synopsys, Inc - Common Stock | SNPS | Technology | 1.04% | 1,036 | -9 | -0.86% | $461,984 |
| Dimensional International Small Cap ETF | DFIS | Other | 0.98% | 12,435 | -82,526 | -86.91% | $435,598 |
| Dimensional National Municipal Bond ETF | DFNM | Other | 0.65% | 6,000 | -38,616 | -86.55% | $290,010 |
| Dimensional US Real Estate ETF | DFAR | Other | 0.61% | 10,400 | -56,319 | -84.41% | $272,064 |
| Dimensional US Core Equity 1 ETF | DCOR | Other | 0.59% | 3,200 | - | - | $262,344 |
| Grayscale Bitcoin Mini Trust (BTC) | BTC | Other | 0.59% | 10,000 | +10,000 | +100.00% | $259,500 |
| State Street SPDR S&P 500 ETF Trust | SPY | Other | 0.51% | 300 | -39 | -11.50% | $224,031 |
| Dimensional US Marketwide Value ETF | DFUV | Other | 0.49% | 3,929 | +3,929 | +100.00% | $216,150 |
| Dimensional Emerging Markets Core Equity 2 ETF | DFEM | Other | 0.47% | 5,138 | -10,555 | -67.26% | $208,810 |
Showing 22 of 22 holdings in the latest reporting period.