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Broadhurst Jeffrey B — 13F Holdings & Portfolio

CIK 2114882 · latest 13F-HR filed 2026-08-12

Backtest portfolio

Broadhurst Jeffrey B manages $47.0M in 13F-reported U.S. long-equity assets across 92 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (11.02%), DFUS (5.07%), DFUS (5.07%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 19, added to 2, and trimmed 16.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1911 WEST POINT PIKE, POB 301
WEST POINT, PA 19486-0301
Phone
(720) 408-0394
Filing Manager
Broadhurst Jeffrey B
WEST POINT, PA
Signatory
Wren Green
Compliance Consultant
Loading holdings…
AUM

$47.0M

Long-equity book

Holdings

92

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+2 / −19 / ↑2 / ↓16

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Dimensional US Small Cap Value ETF$148.3K +12.0%
  • Dimensional US Core Equity 1 ETF$26.7K +11.3%
Show all 2 →

Top Trims

  • Dimensional U S Equity Market ETF-$4.9M -30.0%
  • Dimensional US Sustainability Core 1 ETF-$4.5M -66.9%
  • Dimensional U S Small Cap ETF-$3.8M -43.9%
  • Dimensional International Core Equity Market ETF-$2.7M -71.8%
  • Dimensional International Small Cap ETF-$2.2M -71.6%
Show all 16 →

New Positions

  • Grayscale Bitcoin Mini Trust (BTC)$519.0K
  • Dimensional US Marketwide Value ETF$216.2K
Show all 2 →

Exited Positions

  • Dimensional Short-Duration Fixed Income ETF$2.9M
  • Dimensional Inflation-Protected Securities ETF$2.7M
  • Dimensional Core Fixed Income ETF$2.2M
  • Dimensional International Sustainability Core 1 ETF$2.1M
  • Dimensional Global Credit ETF$1.9M
Show all 19 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Dimensional ETF U S Core Equity 2 ETF DFAC 25434V708 $5.2M 11.02% 116,749 SH
2 Dimensional U S Equity Market ETF DFUS 25434V401 $2.4M 5.07% 29,106 SH
3 Dimensional U S Equity Market ETF DFUS 25434V401 $2.4M 5.07% 29,106 SH
4 Dimensional U S Targeted Value ETF DFAT 25434V609 $1.8M 3.78% 25,448 SH
5 Dimensional U S Equity Market ETF DFUS 25434V401 $1.5M 3.12% 17,916 SH
6 Dimensional U S Small Cap ETF DFAS 25434V500 $1.4M 2.98% 16,987 SH
7 Dimensional US Small Cap Value ETF DFSV 25434V815 $1.4M 2.94% 35,573 SH
8 Globus Medical, Inc Class A Common Stock GMED 379577208 $1.1M 2.26% 13,419 SH
9 Dimensional International Value ETF DFIV 25434V807 $1.0M 2.20% 19,176 SH
10 Dimensional ETF U S Core Equity 2 ETF DFAC 25434V708 $1.0M 2.17% 22,972 SH
11 Dimensional ETF U S Core Equity 2 ETF DFAC 25434V708 $827.6K 1.76% 18,656 SH
12 Dimensional U S Equity Market ETF DFUS 25434V401 $800.9K 1.70% 9,774 SH
13 Dimensional World ex U S Core Equity 2 ETF DFAX 25434V880 $716.8K 1.53% 19,457 SH
14 Dimensional World ex U S Core Equity 2 ETF DFAX 25434V880 $716.8K 1.53% 19,457 SH
15 Dimensional U S Small Cap ETF DFAS 25434V500 $660.1K 1.40% 8,017 SH
16 Dimensional U S Targeted Value ETF DFAT 25434V609 $660.1K 1.40% 9,444 SH
17 Dimensional U S Targeted Value ETF DFAT 25434V609 $515.2K 1.10% 7,370 SH
18 Globus Medical, Inc Class A Common Stock GMED 379577208 $507.2K 1.08% 6,419 SH
19 Dimensional U S Equity Market ETF DFUS 25434V401 $491.6K 1.05% 6,000 SH
20 Dimensional Global Sustainability Fixed Income ETF DFSB 25434V674 $462.5K 0.98% 8,875 SH
21 Dimensional Global Sustainability Fixed Income ETF DFSB 25434V674 $462.5K 0.98% 8,875 SH
22 Synopsys, Inc - Common Stock SNPS 871607107 $462.0K 0.98% 1,036 SH
23 Dimensional ETF U S Core Equity 2 ETF DFAC 25434V708 $461.3K 0.98% 10,400 SH
24 Dimensional ETF U S Core Equity 2 ETF DFAC 25434V708 $455.2K 0.97% 10,261 SH
25 Dimensional U S Equity Market ETF DFUS 25434V401 $446.6K 0.95% 5,450 SH
26 Dimensional International Small Cap ETF DFIS 25434V773 $435.6K 0.93% 12,435 SH
27 Dimensional International Small Cap ETF DFIS 25434V773 $435.6K 0.93% 12,435 SH
28 Dimensional ETF U S Core Equity 2 ETF DFAC 25434V708 $434.1K 0.92% 9,786 SH
29 Dimensional International Core Equity Market ETF DFAI 25434V203 $421.2K 0.90% 10,211 SH
30 Dimensional International Core Equity Market ETF DFAI 25434V203 $421.1K 0.90% 10,209 SH
31 Dimensional ETF U S Core Equity 2 ETF DFAC 25434V708 $395.7K 0.84% 8,921 SH
32 Dimensional U S Targeted Value ETF DFAT 25434V609 $393.3K 0.84% 5,627 SH
33 Dimensional U S Equity Market ETF DFUS 25434V401 $391.8K 0.83% 4,781 SH
34 Dimensional U S Targeted Value ETF DFAT 25434V609 $386.9K 0.82% 5,535 SH
35 Dimensional US Sustainability Core 1 ETF DFSU 25434V716 $361.6K 0.77% 7,755 SH
36 Dimensional Emerging Core Equity Market ETF DFAE 25434V302 $360.7K 0.77% 8,970 SH
37 Dimensional U S Targeted Value ETF DFAT 25434V609 $349.5K 0.74% 5,000 SH
38 Dimensional U S Equity Market ETF DFUS 25434V401 $347.5K 0.74% 4,240 SH
39 Dimensional U S Small Cap ETF DFAS 25434V500 $343.8K 0.73% 4,175 SH
40 Dimensional U S Equity Market ETF DFUS 25434V401 $339.0K 0.72% 4,137 SH
41 Dimensional ETF U S Core Equity 2 ETF DFAC 25434V708 $335.4K 0.71% 7,561 SH
42 Dimensional U S Equity Market ETF DFUS 25434V401 $326.1K 0.69% 3,980 SH
43 Dimensional Emerging Core Equity Market ETF DFAE 25434V302 $320.5K 0.68% 7,970 SH
44 Dimensional US Sustainability Core 1 ETF DFSU 25434V716 $317.6K 0.68% 6,810 SH
45 Dimensional US Sustainability Core 1 ETF DFSU 25434V716 $313.0K 0.67% 6,713 SH
46 Dimensional U S Small Cap ETF DFAS 25434V500 $307.1K 0.65% 3,730 SH
47 Dimensional U S Equity Market ETF DFUS 25434V401 $305.4K 0.65% 3,728 SH
48 Dimensional U S Equity Market ETF DFUS 25434V401 $303.2K 0.65% 3,700 SH
49 Dimensional U S Small Cap ETF DFAS 25434V500 $301.3K 0.64% 3,660 SH
50 Dimensional ETF U S Core Equity 2 ETF DFAC 25434V708 $299.4K 0.64% 6,749 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $47.0M 92 0002114882-26-000003
2026-03-31 2026-05-14 $97.6M 41 0002114882-26-000001
2025-12-31 2026-05-15 $96.3M 40 0002114882-26-000002