2026 Q2 Portfolio Activity
In 2026 Q2, Broadhurst Jeffrey B maintained a portfolio of 43 distinct positions. The most significant new addition was Grayscale Bitcoin Mini Trust (, now representing 1.10% of the total fund value. They heavily accumulated shares in Grayscale Ethereum Staking Min, increasing the position by 32.0%. Conversely, Broadhurst Jeffrey B completely exited their position in Dimensional Short-Duration Fix.
Position History
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Broadhurst Jeffrey B
AUM $47M
Total Positions
43
Quarter
2026 Q2
Top Holding
DFUS (24.1%)
Top 10 Concentration
86.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-43 of 43
Broadhurst Jeffrey B Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFUS
Dimensional U S...
|
ETF | 24.09% | 16.42% |
#1
Prev: #1
|
6.0 |
—
|
-87,849 | -38.9% |
P
S
|
138,160 | $11,320,774 |
$70.74
+19.6%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | ||
|
DFAC
Dimensional ETF...
|
ETF | 21.75% | 10.23% |
#2
Prev: #2
|
6.0 |
—
|
-26,383 | -10.3% |
P
S
|
230,443 | $10,222,446 |
$38.77
+17.7%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | ||
|
DFAT
Dimensional U S...
|
ETF | 10.25% | 5.01% |
#3
2
Prev: #5
|
5.5 |
—
|
-9,259 | -11.8% |
P
S
|
68,950 | $4,819,598 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFAS
Dimensional U S...
|
ETF | 10.25% | 9.42% |
#4
1
Prev: #3
|
4.5 |
—
|
-70,700 | -54.7% |
P
S
|
58,515 | $4,818,118 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFSU
Dimensional US ...
|
ETF | 4.69% | 7.09% |
#5
1
Prev: #4
|
2.4 |
—
|
-121,013 | -71.9% |
P
S
|
47,237 | $2,202,680 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFAX
Dimensional Wor...
|
ETF | 3.57% | 2.95% |
#6
3
Prev: #9
|
1.4 |
—
|
-39,209 | -46.3% |
P
S
|
45,515 | $1,676,766 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GMED
Globus Medical,...
|
Healthcare | 3.34% | 2.04% |
#7
13
Prev: #20
|
1.8 |
—
|
-3,215 | -13.9% |
P
S
|
19,838 | $1,567,462 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFIV
Dimensional Int...
|
Bond/Debt | 3.19% | 2.72% |
#8
3
Prev: #11
|
1.3 |
—
|
-22,505 | -44.8% |
P
S
|
27,717 | $1,497,258 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFSV
Dimensional US ...
|
ETF | 2.94% | 1.34% |
#9
14
Prev: #23
|
1.7 |
—
|
-1,871 | -5.0% |
P
S
|
35,573 | $1,379,881 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFAI
Dimensional Int...
|
Bond/Debt | 2.30% | 4.11% |
#10
4
Prev: #6
|
0.9 |
—
|
-76,770 | -74.6% |
P
S
|
26,150 | $1,078,688 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFSB
Dimensional Glo...
|
ETF | 1.97% | 2.38% |
#11
1
Prev: #12
|
0.8 |
—
|
-27,119 | -60.4% |
P
S
|
17,750 | $924,952 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFIS
Dimensional Int...
|
Bond/Debt | 1.85% | 3.28% |
#12
5
Prev: #7
|
0.7 |
—
|
-70,091 | -73.8% |
P
S
|
24,870 | $871,196 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFAE
Dimensional Eme...
|
ETF | 1.45% | 2.20% |
#13
2
Prev: #15
|
0.6 |
—
|
-46,460 | -73.3% |
P
S
|
16,940 | $681,158 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFNM
Dimensional Nat...
|
ETF | 1.23% | 2.19% |
#14
2
Prev: #16
|
0.5 |
—
|
-32,616 | -73.1% |
P
S
|
12,000 | $580,020 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFAR
Dimensional US ...
|
ETF | 1.16% | 1.62% |
#15
6
Prev: #21
|
0.5 |
—
|
-45,919 | -68.8% |
P
S
|
20,800 | $544,128 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BTC
Grayscale Bitco...
|
Unknown | 1.10% | — |
#16
Prev: #—
|
3.9 |
—
|
20,000 | — |
NEW
|
20,000 | $519,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DEHP
Dimensional Eme...
|
ETF | 1.07% | 1.34% |
#17
7
Prev: #24
|
0.4 |
—
|
-26,845 | -69.6% |
P
S
|
11,718 | $501,166 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SNPS
Synopsys, Inc ...
|
Technology | 0.98% | 0.42% |
#18
14
Prev: #32
|
0.9 |
—
|
-9 | -0.9% |
P
S
|
1,036 | $461,984 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ETH
Grayscale Ether...
|
ETF | 0.90% | 0.43% |
#19
12
Prev: #31
|
2.9 |
—
|
6,782 | 32.0% |
P
S
|
28,000 | $420,840 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DCOR
Dimensional US ...
|
ETF | 0.56% | 0.24% |
#20
19
Prev: #39
|
1.2 |
—
|
no change | no change |
P
S
|
3,200 | $262,344 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SPY
State Street SP...
|
ETF | 0.48% | 0.23% |
#21
19
Prev: #40
|
0.7 |
—
|
-39 | -11.5% |
P
S
|
300 | $224,031 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFUV
Dimensional US ...
|
ETF | 0.46% | — |
#22
Prev: #—
|
3.7 |
—
|
3,929 | — |
NEW
|
3,929 | $216,150 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFEM
Dimensional Eme...
|
ETF | 0.44% | 0.56% |
#23
7
Prev: #30
|
0.2 |
—
|
-10,555 | -67.3% |
P
S
|
5,138 | $208,810 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ASPI
ASP Isotopes In...
|
Basic Materials | 0.00% | 0.05% |
Sold All 😨
(Was: #41) |
0.0 |
—
|
-10,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TSM
Taiwan Semicond...
|
Technology | 0.00% | 0.25% |
Sold All 😨
(Was: #38) |
0.0 |
—
|
-715 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DISV
Dimensional Int...
|
Bond/Debt | 0.00% | 0.27% |
Sold All 😨
(Was: #37) |
0.0 |
—
|
-6,783 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AMZN
Amazon.com, Inc...
|
Consumer Cyclical | 0.00% | 0.27% |
Sold All 😨
(Was: #36) |
0.0 |
—
|
-1,288 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFGR
Dimensional Glo...
|
ETF | 0.00% | 0.34% |
Sold All 😨
(Was: #35) |
0.0 |
—
|
-12,335 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
FBTC
Fidelity Wise O...
|
Unknown | 0.00% | 0.37% |
Sold All 😨
(Was: #34) |
0.0 |
—
|
-6,183 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AAPL
Apple Inc. - Co...
|
Technology | 0.00% | 0.38% |
Sold All 😨
(Was: #33) |
0.0 |
—
|
-1,473 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFAU
Dimensional US ...
|
ETF | 0.00% | 0.60% |
Sold All 😨
(Was: #29) |
0.0 |
—
|
-13,030 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ARKB
ARK 21Shares Bi...
|
Bond/Debt | 0.00% | 0.61% |
Sold All 😨
(Was: #28) |
0.0 |
—
|
-26,592 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IBIT
iShares Bitcoin...
|
Bond/Debt | 0.00% | 0.72% |
Sold All 😨
(Was: #27) |
0.0 |
—
|
-18,268 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BITB
Bitwise Bitcoin...
|
Bond/Debt | 0.00% | 0.89% |
Sold All 😨
(Was: #26) |
0.0 |
—
|
-23,567 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFSE
Dimensional Eme...
|
ETF | 0.00% | 1.00% |
Sold All 😨
(Was: #25) |
0.0 |
—
|
-22,999 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DUHP
Dimensional US ...
|
ETF | 0.00% | 1.35% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-35,785 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DUSB
Dimensional Ult...
|
ETF | 0.00% | 2.05% |
Sold All 😨
(Was: #19) |
0.0 |
—
|
-39,410 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFGX
Dimensional Int...
|
Bond/Debt | 0.00% | 2.09% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-38,825 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DGCB
Dimensional Glo...
|
ETF | 0.00% | 2.09% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-37,708 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFSI
Dimensional Int...
|
Bond/Debt | 0.00% | 2.29% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-52,794 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFCF
Dimensional Cor...
|
ETF | 0.00% | 2.37% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-54,690 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFIP
Dimensional Inf...
|
ETF | 0.00% | 2.82% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-65,967 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFSD
Dimensional Sho...
|
ETF | 0.00% | 2.99% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-60,932 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 |
Showing 1-43 of 43 holdings