Broadhurst Jeffrey B Portfolio Stock Holdings
Broadhurst Jeffrey B disclosed 41 stock positions valued at approximately $97.6 million in its latest SEC 13F filing. The largest holdings include Dimensional U.S. Equity Market ETF, Dimensional ETF U.S. Core Equity 2 ETF, and Dimensional U.S. Small Cap ETF. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 41
- Portfolio Value
- $97.6M
Holdings by Sector
Broadhurst Jeffrey B Portfolio Holdings in Q1 2026
40 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Equity Market ETF | DFUS | Other | 16.42% | 226,009 | +7,937 | +3.64% | $16,026,264 |
| Dimensional ETF U.S. Core Equity 2 ETF | DFAC | Other | 10.23% | 256,826 | -11,190 | -4.18% | $9,980,266 |
| Dimensional U.S. Small Cap ETF | DFAS | Other | 9.42% | 129,215 | +5,843 | +4.74% | $9,191,091 |
| Dimensional US Sustainability Core 1 ETF | DFSU | Other | 7.09% | 168,250 | +14,999 | +9.79% | $6,913,386 |
| Dimensional U.S. Targeted Value ETF | DFAT | Other | 5.01% | 78,209 | -1,456 | -1.83% | $4,884,140 |
| Dimensional International Core Equity Market ETF | DFAI | Other | 4.11% | 102,920 | +2,655 | +2.65% | $4,009,771 |
| Dimensional International Small Cap ETF | DFIS | Other | 3.28% | 94,961 | +1,773 | +1.90% | $3,197,327 |
| Dimensional Short-Duration Fixed Income ETF | DFSD | Other | 2.99% | 60,932 | +1,435 | +2.41% | $2,917,438 |
| Dimensional World ex U.S. Core Equity 2 ETF | DFAX | Other | 2.95% | 84,724 | -2,811 | -3.21% | $2,878,081 |
| Dimensional Inflation-Protected Securities ETF | DFIP | Other | 2.82% | 65,967 | +1,744 | +2.72% | $2,752,141 |
| Dimensional International Value ETF | DFIV | Other | 2.72% | 50,222 | +6 | +0.01% | $2,650,701 |
| Dimensional Global Sustainability Fixed Income ETF | DFSB | Other | 2.38% | 44,869 | +2,643 | +6.26% | $2,321,631 |
| Dimensional Core Fixed Income ETF | DFCF | Other | 2.37% | 54,690 | +2,447 | +4.68% | $2,309,008 |
| Dimensional International Sustainability Core 1 ETF | DFSI | Other | 2.29% | 52,794 | +2,712 | +5.42% | $2,238,482 |
| Dimensional Emerging Core Equity Market ETF | DFAE | Other | 2.20% | 63,400 | -1,160 | -1.80% | $2,146,710 |
| Dimensional National Municipal Bond ETF | DFNM | Other | 2.19% | 44,616 | +1,466 | +3.40% | $2,138,437 |
| Dimensional Global Credit ETF | DGCB | Other | 2.09% | 37,708 | +2,519 | +7.16% | $2,041,319 |
| Dimensional International Core Fixed Income ETF | DFGX | Other | 2.09% | 38,825 | +2,705 | +7.49% | $2,036,396 |
| Dimensional Ultrashort Fixed Income ETF | DUSB | Other | 2.05% | 39,410 | +2,738 | +7.47% | $1,998,474 |
| Globus Medical, Inc. Class A Common Stock | GMED | Healthcare | 2.04% | 23,053 | -5 | -0.02% | $1,986,249 |
| Dimensional US Real Estate ETF | DFAR | Other | 1.62% | 66,719 | +2,991 | +4.69% | $1,577,894 |
| Dimensional US High Profitability ETF | DUHP | Other | 1.35% | 35,785 | +5 | +0.01% | $1,315,457 |
| Dimensional US Small Cap Value ETF | DFSV | Other | 1.34% | 37,444 | - | - | $1,312,050 |
| Dimensional Emerging Markets High Profitability ETF | DEHP | Other | 1.34% | 38,563 | -230 | -0.59% | $1,303,027 |
| Dimensional Emerging Markets Sustainability Core 1 ETF | DFSE | Other | 1.00% | 22,999 | +1,057 | +4.82% | $974,475 |
| Bitwise Bitcoin ETF | BITB | Other | 0.89% | 23,567 | +2,878 | +13.91% | $867,508 |
| iShares Bitcoin Trust | IBIT | Other | 0.72% | 18,268 | +1,575 | +9.44% | $701,873 |
| ARK 21Shares Bitcoin ETF | ARKB | Other | 0.61% | 26,592 | +4,813 | +22.10% | $598,049 |
| Dimensional US Core Equity Market ETF | DFAU | Other | 0.60% | 13,030 | -950 | -6.80% | $587,909 |
| Dimensional Emerging Markets Core Equity 2 ETF | DFEM | Other | 0.56% | 15,693 | -800 | -4.85% | $542,202 |
| Synopsys, Inc. - Common Stock | SNPS | Technology | 0.42% | 1,045 | - | - | $414,142 |
| Apple Inc. - Common Stock | AAPL | Technology | 0.38% | 1,473 | +16 | +1.10% | $373,868 |
| Fidelity Wise Origin Bitcoin Fund | FBTC | Other | 0.37% | 6,183 | - | - | $365,000 |
| Dimensional Global Real Estate ETF | DFGR | Other | 0.34% | 12,335 | +1,139 | +10.17% | $327,877 |
| Amazon.com, Inc. - Common Stock | AMZN | Consumer Cyclical | 0.27% | 1,288 | +71 | +5.83% | $268,291 |
| Dimensional International Small Cap Value ETF | DISV | Other | 0.27% | 6,783 | -1,000 | -12.85% | $267,503 |
| Taiwan Semiconductor Manufacturing Company Ltd. | TSM | Technology | 0.25% | 715 | +715 | +100.00% | $241,543 |
| Dimensional US Core Equity 1 ETF | DCOR | Other | 0.24% | 3,200 | - | - | $230,663 |
| State Street SPDR S&P 500 ETF Trust | SPY | Other | 0.23% | 339 | - | - | $220,465 |
| ASP Isotopes Inc. - Common Stock | ASPI | Basic Materials | 0.05% | 10,000 | +10,000 | +100.00% | $44,200 |