Broadhurst Jeffrey B

Est. AUM

$96.3M

13F long equity, this entity only

Positions

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Dimensional U.S. Equity Market ETF	US EQUITY MARKET	$16.0M	226009	16.64%	SOLE
2	Dimensional ETF U.S. Core Equity 2 ETF	US CORE EQUITY 2	$10.0M	256826	10.36%	SOLE
3	Dimensional U.S. Small Cap ETF	US SMALL CAP ETF	$9.2M	129215	9.55%	SOLE
4	Dimensional US Sustainability Core 1 ETF	US SUSTAINABILTY	$6.9M	168250	7.18%	SOLE
5	Dimensional U.S. Targeted Value ETF	US TARGETED VLU	$4.9M	78209	5.07%	SOLE
6	Dimensional International Core Equity Market ETF	INTL CORE EQT MK	$4.0M	102920	4.16%	SOLE
7	Dimensional International Small Cap ETF	INTL SMALL CAP E	$3.2M	94961	3.32%	SOLE
8	Dimensional Short-Duration Fixed Income ETF	SHORT DURATION F	$2.9M	60932	3.03%	SOLE
9	Dimensional World ex U.S. Core Equity 2 ETF	WORLD EX US CORE	$2.9M	84724	2.99%	SOLE
10	Dimensional Inflation-Protected Securities ETF	INFLATION PROTE	$2.8M	65967	2.86%	SOLE
11	Dimensional International Value ETF	INTERNATNAL VAL	$2.7M	50222	2.75%	SOLE
12	Dimensional Global Sustainability Fixed Income ETF	GLOBAL SUSTAINA	$2.3M	44869	2.41%	SOLE
13	Dimensional Core Fixed Income ETF	CORE FIXED INCOM	$2.3M	54690	2.40%	SOLE
14	Dimensional International Sustainability Core 1 ETF	INTERNATIONAL	$2.2M	52794	2.32%	SOLE
15	Dimensional Emerging Core Equity Market ETF	EMGR CRE EQT MNG	$2.1M	63400	2.23%	SOLE
16	Dimensional National Municipal Bond ETF	NATL MUN BD ETF	$2.1M	44616	2.22%	SOLE
17	Dimensional Global Credit ETF	GLOBAL CR ETF	$2.0M	37708	2.12%	SOLE
18	Dimensional International Core Fixed Income ETF	DIMENSIONAL INTE	$2.0M	38825	2.11%	SOLE
19	Dimensional Ultrashort Fixed Income ETF	ULTRASHORT FIXED	$2.0M	39410	2.07%	SOLE
20	Globus Medical, Inc. Class A Common Stock	CL A	$2.0M	23053	2.06%	SOLE
21	Dimensional US Real Estate ETF	US REAL ESTATE E	$1.6M	66719	1.64%	SOLE
22	Dimensional US High Profitability ETF	US HIGH PROFITAB	$1.3M	35785	1.37%	SOLE
23	Dimensional US Small Cap Value ETF	US SMALL CAP VAL	$1.3M	37444	1.36%	SOLE
24	Dimensional Emerging Markets High Profitability ETF	EMERGING MKTS HI	$1.3M	38563	1.35%	SOLE
25	Dimensional Emerging Markets Sustainability Core 1 ETF	EMERGING MARKETS	$974K	22999	1.01%	SOLE
26	Bitwise Bitcoin ETF	SHS BEN INT	$868K	23567	0.90%	SOLE
27	iShares Bitcoin Trust	SHS BEN INT	$702K	18268	0.73%	SOLE
28	ARK 21Shares Bitcoin ETF	SHS BEN INT	$598K	26592	0.62%	SOLE
29	Dimensional US Core Equity Market ETF	US CORE EQT MKT	$588K	13030	0.61%	SOLE
30	Dimensional Emerging Markets Core Equity 2 ETF	EMERGING MKTS CO	$542K	15693	0.56%	SOLE
31	Grayscale Ethereum Staking Mini ETF Shares	SHS NEW	$421K	21218	0.44%	SOLE
32	Synopsys, Inc. - Common Stock	COM	$414K	1045	0.43%	SOLE
33	Apple Inc. - Common Stock	COM	$374K	1473	0.39%	SOLE
34	Fidelity Wise Origin Bitcoin Fund	SHS	$365K	6183	0.38%	SOLE
35	Dimensional Global Real Estate ETF	GLOBAL REAL EST	$328K	12335	0.34%	SOLE
36	Amazon.com, Inc. - Common Stock	COM	$268K	1288	0.28%	SOLE
37	Dimensional International Small Cap Value ETF	INTL SMALL CAP V	$268K	6783	0.28%	SOLE
38	Taiwan Semiconductor Manufacturing Company Ltd.	SPONSORED ADS	$242K	715	0.25%	SOLE
39	Dimensional US Core Equity 1 ETF	US CORE EQUITY 1	$231K	3200	0.24%	SOLE
40	State Street SPDR S&P 500 ETF Trust	TR UNIT	$220K	339	0.23%	SOLE
41	ASP Isotopes Inc. - Common Stock	COM	$44K	10000	0.05%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.