Top Institutional Investors

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 and exited 19; 2 existing positions rose in reported value and 16 fell.

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.

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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
DFUS24.1% · -39%DFAC21.8% · -10%DFAT10.3% · -12%DFAS10.3% · -55%DFSU4.7% · -72%DFAX3.6% · -46%GMED3.3% · -14%DFIV3.2% · -45%DFSV2.9% · -5%DFAI2.3% · -75%DFSB2.0% · -60%DFIS1.9% · -74%DFAE1.4% · -73%DFNM1.2% · -73%DFAR1.2% · -69%BTC1.1% · newDEHP1.1% · -70%SNPS1.0% · -1%ETH0.9% · +32%DCOR0.6% · 0%SPY0.5% · -12%DFUV0.5% · newDFEM0.4% · -67%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 86.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Broadhurst Jeffrey B Holdings (2026-06-30)

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
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