Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Broadhurst Jeffrey B 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Broadhurst Jeffrey B (CIK 2114882) reported $47.0M across 23 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFUS ($11.3M, 24.09%), DFAC ($10.2M, 21.75%), DFAS ($4.8M, 10.25%), DFAT ($4.8M, 10.25%), DFSU ($2.2M, 4.69%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFUSDimensional U S Equity Market ETF$11.3M24.09%138,160Trimmed
2DFACDimensional ETF U S Core Equity 2 ETF$10.2M21.75%230,443Trimmed
3DFASDimensional U S Small Cap ETF$4.8M10.25%58,515Trimmed
4DFATDimensional U S Targeted Value ETF$4.8M10.25%68,950Trimmed
5DFSUDimensional US Sustainability Core 1 ETF$2.2M4.69%47,237Trimmed
6DFAXDimensional World ex U S Core Equity 2 ETF$1.7M3.57%45,515Trimmed
7GMEDGlobus Medical, Inc Class A Common Stock$1.6M3.34%19,838Trimmed
8DFIVDimensional International Value ETF$1.5M3.19%27,717Trimmed
9DFSVDimensional US Small Cap Value ETF$1.4M2.94%35,573Trimmed
10DFAIDimensional International Core Equity Market ETF$1.1M2.30%26,150Trimmed
11DFSBDimensional Global Sustainability Fixed Income ETF$924,9521.97%17,750Trimmed
12DFISDimensional International Small Cap ETF$871,1961.85%24,870Trimmed
13DFAEDimensional Emerging Core Equity Market ETF$681,1581.45%16,940Trimmed
14DFNMDimensional National Municipal Bond ETF$580,0201.23%12,000Trimmed
15DFARDimensional US Real Estate ETF$544,1281.16%20,800Trimmed
16BTCGrayscale Bitcoin Mini Trust (BTC)$519,0001.10%20,000New
17DEHPDimensional Emerging Markets High Profitability ETF$501,1661.07%11,718Trimmed
18SNPSSynopsys, Inc - Common Stock$461,9840.98%1,036Trimmed
19ETHGrayscale Ethereum Staking Mini ETF Shares$420,8400.90%28,000Added
20DCORDimensional US Core Equity 1 ETF$262,3440.56%3,200Hold
21SPYState Street SPDR S&P 500 ETF Trust$224,0310.48%300Trimmed
22DFUVDimensional US Marketwide Value ETF$216,1500.46%3,929New
23DFEMDimensional Emerging Markets Core Equity 2 ETF$208,8100.44%5,138Trimmed
24DFSEDimensional Emerging Markets Sustainability Core 1 ETF$00.00%0Exited
25DUSBDimensional Ultrashort Fixed Income ETF$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30