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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional U.S. Equity Market ETF | $81.03 | 1.77% | 19.23% | 70.81% | $16.0M | 16.42% | — | HELD |
| 2 | DFAC | Dimensional ETF U.S. Core Equity 2 ETF | $44.33 | 1.34% | 23.18% | 68.21% | $10.0M | 10.23% | — | HELD |
| 3 | DFAS | Dimensional U.S. Small Cap ETF | $81.19 | 0.79% | 28.66% | 47.37% | $9.2M | 9.42% | — | HELD |
| 4 | DFSU | Dimensional US Sustainability Core 1 ETF | $46.83 | 0.64% | 19.26% | 93.26% | $6.9M | 7.09% | — | HELD |
| 5 | DFAT | Dimensional U.S. Targeted Value ETF | $70.84 | -0.20% | 35.10% | 68.62% | $4.9M | 5.01% | — | HELD |
| 6 | DFAI | Dimensional International Core Equity Market ETF | $42.37 | 2.44% | 24.48% | 58.30% | $4.0M | 4.11% | — | HELD |
| 7 | DFIS | Dimensional International Small Cap ETF | $36.06 | 2.14% | 23.62% | 70.80% | $3.2M | 3.28% | — | HELD |
| 8 | DFSD | Dimensional Short-Duration Fixed Income ETF | $47.34 | 0.07% | 2.79% | 12.19% | $2.9M | 2.99% | — | HELD |
| 9 | DFAX | Dimensional World ex U.S. Core Equity 2 ETF | $36.59 | 2.93% | 27.53% | 59.60% | $2.9M | 2.95% | — | HELD |
| 10 | DFIP | Dimensional Inflation-Protected Securities ETF | $40.54 | -0.02% | 1.82% | 0.42% | $2.8M | 2.82% | — | HELD |
| 11 | DFIV | Dimensional International Value ETF | $57.54 | 2.33% | 34.94% | 99.79% | $2.7M | 2.72% | — | HELD |
| 12 | DFSB | Dimensional Global Sustainability Fixed Income ETF | $50.92 | 0.23% | 1.83% | 18.25% | $2.3M | 2.38% | — | HELD |
| 13 | DFCF | Dimensional Core Fixed Income ETF | $41.62 | 0.17% | 2.55% | 0.39% | $2.3M | 2.37% | — | HELD |
| 14 | DFSI | Dimensional International Sustainability Core 1 ETF | $46.22 | 2.28% | 19.37% | 76.87% | $2.2M | 2.29% | — | HELD |
| 15 | DFAE | Dimensional Emerging Core Equity Market ETF | $37.35 | 3.78% | 30.87% | 46.95% | $2.1M | 2.20% | — | HELD |
| 16 | DFNM | Dimensional National Municipal Bond ETF | $47.67 | -0.15% | 3.66% | 5.57% | $2.1M | 2.19% | — | HELD |
| 17 | DGCB | Dimensional Global Credit ETF | $53.34 | 0.11% | 2.81% | 11.49% | $2.0M | 2.09% | — | HELD |
| 18 | DFGX | Dimensional International Core Fixed Income ETF | $52.31 | 0.11% | 1.63% | 7.98% | $2.0M | 2.09% | — | HELD |
| 19 | DUSB | Dimensional Ultrashort Fixed Income ETF | $50.74 | 0.04% | 4.00% | 14.25% | $2.0M | 2.05% | — | HELD |
| 20 | GMED | Globus Medical, Inc. Class A Common Stock | $80.26 | -1.42% | 54.67% | -0.22% | $2.0M | 2.04% | — | HELD |
| 21 | DFAR | Dimensional US Real Estate ETF | $26.93 | -1.43% | 21.97% | 12.81% | $1.6M | 1.62% | — | HELD |
| 22 | DUHP | Dimensional US High Profitability ETF | $41.28 | 1.05% | 15.95% | 64.64% | $1.3M | 1.35% | — | HELD |
| 23 | DFSV | Dimensional US Small Cap Value ETF | $39.66 | -0.05% | 38.02% | 63.48% | $1.3M | 1.34% | — | HELD |
| 24 | DEHP | Dimensional Emerging Markets High Profitability ETF | $38.63 | 4.32% | 39.94% | 67.42% | $1.3M | 1.34% | — | HELD |
| 25 | DFSE | Dimensional Emerging Markets Sustainability Core 1 ETF | $45.95 | 3.34% | 19.68% | 69.60% | $974K | 1.00% | — | HELD |
| 26 | BITB | Bitwise Bitcoin ETF | $35.14 | 1.91% | -42.88% | 3.86% | $868K | 0.89% | — | HELD |
| 27 | IBIT | iShares Bitcoin Trust | $36.69 | 1.91% | -43.94% | 1.64% | $702K | 0.72% | — | HELD |
| 28 | ARKB | ARK 21Shares Bitcoin ETF | $21.48 | 2.02% | -42.90% | 3.40% | $598K | 0.61% | — | HELD |
| 29 | DFAU | Dimensional US Core Equity Market ETF | $51.50 | 1.64% | 20.90% | 71.75% | $588K | 0.60% | — | HELD |
| 30 | DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $37.54 | 3.47% | 24.46% | 58.16% | $542K | 0.56% | — | HELD |
| 31 | ETH | Grayscale Ethereum Staking Mini ETF Shares | $18.32 | 1.83% | — | — | $421K | 0.43% | — | HELD |
| 32 | SNPS | Synopsys, Inc. - Common Stock | $372.33 | -0.36% | — | — | $414K | 0.42% | — | HELD |
| 33 | AAPL | Apple Inc. - Common Stock | $333.60 | -1.36% | — | — | $374K | 0.38% | — | HELD |
| 34 | FBTC | Fidelity Wise Origin Bitcoin Fund | $56.36 | 1.94% | — | — | $365K | 0.37% | — | HELD |
| 35 | DFGR | Dimensional Global Real Estate ETF | $29.95 | -0.76% | — | — | $328K | 0.34% | — | HELD |
| 36 | AMZN | Amazon.com, Inc. - Common Stock | $235.66 | 3.98% | — | — | $268K | 0.27% | — | HELD |
| 37 | DISV | Dimensional International Small Cap Value ETF | $42.56 | 2.46% | — | — | $268K | 0.27% | — | HELD |
| 38 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. | $403.55 | 7.71% | — | — | $242K | 0.25% | — | HELD |
| 39 | DCOR | Dimensional US Core Equity 1 ETF | $82.19 | 1.23% | — | — | $231K | 0.24% | — | HELD |
| 40 | SPY | State Street SPDR S&P 500 ETF Trust | $741.92 | 1.71% | — | — | $220K | 0.23% | — | HELD |
| 41 | ASPI | ASP Isotopes Inc. - Common Stock | $3.98 | 12.43% | — | — | $44K | 0.05% | — | HELD |
Source: SEC EDGAR · accession 0002114882-26-000001. 13F discloses long positions only — shorts, foreign equities, and options are excluded.