Institutional
Broadhurst Jeffrey B
CIK 0002114882
$97.6M
Reported AUM
41
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · Broadhurst Jeffrey B · Q1 2026
AI · grounded in 13F
Broadhurst Jeffrey B closed its position in the Dimensional World Equity ETF DFAW, reducing exposure by $231,276. The fund established a new position in Taiwan Semiconductor Manufacturing Company Ltd. TSM valued at $241,543. Other activity included increasing shares in the Dimensional US Sustainability Core 1 ETF DFSU by 9.79% and the Dimensional Ultrashort Fixed Income ETF DUSB by 7.47%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional U.S. Equity Market ETF | $80.40 | -2.76% | 24.86% | 77.03% | $16.0M | 16.42% | +7,937 | +3.6% |
| 2 | DFAC | Dimensional ETF U.S. Core Equity 2 ETF | $43.46 | -2.34% | 25.71% | 70.09% | $10.0M | 10.23% | −11,190 | −4.2% |
| 3 | DFAS | Dimensional U.S. Small Cap ETF | $77.60 | -2.07% | 25.24% | 44.55% | $9.2M | 9.42% | +5,843 | +4.7% |
| 4 | DFSU | Dimensional US Sustainability Core 1 ETF | $45.87 | -2.11% | 21.14% | 90.49% | $6.9M | 7.09% | +14,999 | +9.8% |
| 5 | DFAT | Dimensional U.S. Targeted Value ETF | $67.12 | -1.13% | 29.21% | 63.15% | $4.9M | 5.01% | −1,456 | −1.8% |
| 6 | DFAI | Dimensional International Core Equity Market ETF | $40.82 | -2.44% | 21.89% | 56.68% | $4.0M | 4.11% | +2,655 | +2.6% |
| 7 | DFIS | Dimensional International Small Cap ETF | $35.65 | -2.62% | 25.04% | 67.32% | $3.2M | 3.28% | +1,773 | +1.9% |
| 8 | DFSD | Dimensional Short-Duration Fixed Income ETF | $47.74 | -0.25% | 4.28% | 11.98% | $2.9M | 2.99% | +1,435 | +2.4% |
| 9 | DFAX | Dimensional World ex U.S. Core Equity 2 ETF | $36.30 | -3.82% | 28.82% | 57.51% | $2.9M | 2.95% | −2,811 | −3.2% |
| 10 | DFIP | Dimensional Inflation-Protected Securities ETF | $41.64 | -0.48% | 5.10% | 1.35% | $2.8M | 2.82% | +1,744 | +2.7% |
| 11 | DFIV | Dimensional International Value ETF | $54.66 | -2.25% | 32.06% | 91.41% | $2.7M | 2.72% | +6 | +0.0% |
| 12 | DFSB | Dimensional Global Sustainability Fixed Income ETF | $51.99 | -0.23% | 4.38% | 19.21% | $2.3M | 2.38% | +2,643 | +6.3% |
| 13 | DFCF | Dimensional Core Fixed Income ETF | $42.02 | -0.52% | 5.63% | 0.68% | $2.3M | 2.37% | +2,447 | +4.7% |
| 14 | DFSI | Dimensional International Sustainability Core 1 ETF | $44.45 | -2.11% | 16.46% | 72.27% | $2.2M | 2.29% | +2,712 | +5.4% |
| 15 | DFAE | Dimensional Emerging Core Equity Market ETF | $38.14 | -6.38% | 38.82% | 52.94% | $2.1M | 2.20% | −1,160 | −1.8% |
| 16 | DFNM | Dimensional National Municipal Bond ETF | $48.30 | -0.04% | 5.37% | 6.30% | $2.1M | 2.19% | +1,466 | +3.4% |
| 17 | DGCB | Dimensional Global Credit ETF | $54.56 | -0.39% | 5.77% | 12.55% | $2.0M | 2.09% | +2,519 | +7.2% |
| 18 | DFGX | Dimensional International Core Fixed Income ETF | $53.08 | -0.15% | 3.02% | 8.78% | $2.0M | 2.09% | +2,705 | +7.5% |
| 19 | DUSB | Dimensional Ultrashort Fixed Income ETF | $50.81 | -0.02% | 4.25% | 13.85% | $2.0M | 2.05% | +2,738 | +7.5% |
| 20 | GMED | Globus Medical, Inc. Class A Common Stock | $80.00 | 0.00% | 33.51% | -3.81% | $2.0M | 2.04% | −5 | −0.0% |
| 21 | DFAR | Dimensional US Real Estate ETF | $26.13 | 0.81% | 13.91% | 7.35% | $1.6M | 1.62% | +2,991 | +4.7% |
| 22 | DUHP | Dimensional US High Profitability ETF | $40.69 | -2.35% | 17.57% | 62.88% | $1.3M | 1.35% | +5 | +0.0% |
| 23 | DFSV | Dimensional US Small Cap Value ETF | $37.57 | -1.39% | 32.84% | 54.27% | $1.3M | 1.34% | — | HELD |
| 24 | DEHP | Dimensional Emerging Markets High Profitability ETF | $39.78 | -7.40% | 49.44% | 71.68% | $1.3M | 1.34% | −230 | −0.6% |
| 25 | DFSE | Dimensional Emerging Markets Sustainability Core 1 ETF | $47.17 | -5.50% | 30.86% | 79.61% | $974K | 1.00% | +1,057 | +4.8% |
| 26 | BITB | Bitwise Bitcoin ETF | $32.74 | -5.13% | -42.32% | -3.22% | $868K | 0.89% | +2,878 | +13.9% |
| 27 | IBIT | iShares Bitcoin Trust | $34.14 | -5.22% | -42.39% | -3.61% | $702K | 0.72% | +1,575 | +9.4% |
| 28 | ARKB | ARK 21Shares Bitcoin ETF | $20.00 | -5.12% | -42.31% | -3.66% | $598K | 0.61% | +4,813 | +22.1% |
| 29 | DFAU | Dimensional US Core Equity Market ETF | $50.85 | -2.62% | 24.95% | 75.45% | $588K | 0.60% | −950 | −6.8% |
| 30 | DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $38.68 | -6.14% | 37.54% | 67.70% | $542K | 0.56% | −800 | −4.9% |
| 31 | ETH | Grayscale Ethereum Staking Mini ETF Shares | $14.95 | -11.33% | — | — | $421K | 0.43% | +2,631 | +14.2% |
| 32 | SNPS | Synopsys, Inc. - Common Stock | $464.85 | -5.99% | — | — | $414K | 0.42% | — | HELD |
| 33 | AAPL | Apple Inc. - Common Stock | $307.34 | -1.25% | — | — | $374K | 0.38% | +16 | +1.1% |
| 34 | FBTC | Fidelity Wise Origin Bitcoin Fund | $52.46 | -5.08% | — | — | $365K | 0.37% | — | HELD |
| 35 | DFGR | Dimensional Global Real Estate ETF | $28.79 | 0.24% | — | — | $328K | 0.34% | +1,139 | +10.2% |
| 36 | AMZN | Amazon.com, Inc. - Common Stock | $246.03 | -3.06% | — | — | $268K | 0.27% | +71 | +5.8% |
| 37 | DISV | Dimensional International Small Cap Value ETF | $41.41 | -2.72% | — | — | $268K | 0.27% | −1,000 | −12.8% |
| 38 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. | $415.17 | -6.69% | — | — | $242K | 0.25% | +715 | NEW |
| 39 | DCOR | Dimensional US Core Equity 1 ETF | $80.47 | -2.40% | — | — | $231K | 0.24% | — | HELD |
| 40 | SPY | State Street SPDR S&P 500 ETF Trust | $737.55 | -2.58% | — | — | $220K | 0.23% | — | HELD |
| 41 | ASPI | ASP Isotopes Inc. - Common Stock | $6.71 | -15.81% | — | — | $44K | 0.05% | +10,000 | NEW |
| 42 | DFAW | Dimensional World Equity ETF | $81.24 | -2.79% | — | — | — | — | −3,126 | EXITED |
Source: SEC EDGAR · accession 0002114882-26-000001. 13F discloses long positions only — shorts, foreign equities, and options are excluded.