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13F holdings · Q2 2026

Broadhurst Jeffrey B

West Point, PA · files as Broadhurst Jeffrey B
Holdings as of Jun 30, 2026Filed Aug 12, 2026Next filing due Nov 16, 2026CIK 2114882

Broadhurst Jeffrey B reported 23 stocks worth $47M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are DFUS (24.1%), Dimensional ETF Trust (21.8%) and Dimensional U S Targeted (10.3%). Compared with Q1 2026, the fund opened new positions in BTC and DFUV, added to ETH, trimmed DFUS, DFSU and DFAX and sold out of DFSD, DFIP and DFCF.

Reported value$47M−51.8% vs last quarter
Stocks held232 new · 20 sold out
Top 5 weight71.0%very concentrated
Turnover129%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 3 qtrsHeld
1
DFUS
Dimensional US Equity Market ETF
$11.3M24.1%138K−88K (−39%)3 of 3
2
DIMENSIONAL ETF TRUST
$10.2M21.8%230K−26K (−10%)3 of 3
3
DIMENSIONAL U S TARGETED
$4.8M10.3%69K−9,259 (−12%)3 of 3
4
DIMENSIONAL U S SMALL CAP ETF
$4.8M10.3%59K−71K (−55%)3 of 3
5
DFSU
Dimensional ETF Trust
$2.2M4.7%47K−121K (−72%)3 of 3
6
DFAX
Dimensional ETF Trust
$1.7M3.6%46K−39K (−46%)3 of 3
7
GMED
Globus Med Inc
$1.6M3.3%20K−3,215 (−14%)3 of 3
8
DFIV
Dimensional ETF Trust
$1.5M3.2%28K−23K (−45%)3 of 3
9
DIMENSIONAL ETF TRUST
$1.4M2.9%36K−1,871 (−5%)3 of 3
10
DFAI
Dimensional Intern Core
$1.1M2.3%26K−77K (−75%)3 of 3
🔒 13 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
DFSD
Dimensional Shrt Drt Fxd
$2.9M61K
DFIP
Dimensional Infltn Prtd
$2.8M66K
DFCF
Dimensional Core Fixed
$2.3M55K
DFSI
Dimensional ETF Trust
$2.2M53K
DGCB
Dimensional Global
$2M38K

🔒 Free account: see all 20.

Reported value

last 3 quarters
$96.3MQ4 '25
$97.6MQ1 '26
$47MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 12, 202613F-HRQ2 2026SEC filing ↗

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Broadhurst Jeffrey B 13F FAQ

What does Broadhurst Jeffrey B own?

Broadhurst Jeffrey B reported 23 stocks worth $47M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are DFUS (24.1%), Dimensional ETF Trust (21.8%) and Dimensional U S Targeted (10.3%). The table above lists every position in the filing (the top 10 without an account).

What did Broadhurst Jeffrey B buy and sell in Q2 2026?

Compared with Q1 2026: 2 new positions, 1 added to, 19 trimmed and 20 sold out. New positions include BTC and DFUV. It sold all of DFSD, DFIP and DFCF.

When will Broadhurst Jeffrey B file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Broadhurst Jeffrey B's portfolio worth?

The Q2 2026 filing reports $47M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.