Broadhurst Jeffrey B

SEC CIK
0002114882

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 12, 2026.SEC

Positions
23
−18 vs. Q1 2026
Total value
$47M
−$50.57M (−51.8%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Broadhurst Jeffrey B holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF138,160$11.32M24.09%−87,849−38.9%Reduced–
DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708ETF230,443$10.22M21.75%−26,383−10.3%Reduced–
DIMENSIONAL U.S. TARGETED VALUE ETF25434V609ETF68,950$4.82M10.25%−9,259−11.8%Reduced–
DIMENSIONAL U.S. SMALL CAP ETF25434V500ETF58,515$4.82M10.25%−70,700−54.7%Reduced–
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY47,237$2.2M4.69%−121,013−71.9%Reduced–
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V880ETF45,515$1.68M3.57%−39,209−46.3%Reduced–
GMEDGLOBUS MED INC CL AStock19,838$1.57M3.34%−3,215−13.9%ReducedView
DIMENSIONAL ETF TRUST25434V807INTERNATNAL VAL27,717$1.5M3.19%−22,505−44.8%Reduced–
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF35,573$1.38M2.94%−1,871−5.0%Reduced–
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK26,150$1.08M2.30%−76,770−74.6%Reduced–
DIMENSIONAL ETF TRUST25434V674GLOBAL SUSTAINA17,750$924.95K1.97%−27,119−60.4%Reduced–
DIMENSIONAL ETF TRUST25434V773INTL SMALL CAP E24,870$871.2K1.85%−70,091−73.8%Reduced–
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302ETF16,940$681.16K1.45%−46,460−73.3%Reduced–
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF12,000$580.02K1.23%−32,616−73.1%Reduced–
DIMENSIONAL ETF TRUST25434V823US REAL ESTA ETF20,800$544.13K1.16%−45,919−68.8%Reduced–
BTCGRAYSCALE BITCOIN MINI TRUST ETFETF20,000$519K1.10%+20,000NewView
DIMENSIONAL ETF TRUST25434V757EMERGING MKTS HI11,718$501.17K1.07%−26,845−69.6%Reduced–
SNPSSYNOPSYS INCCOM1,036$461.98K0.98%−9−0.9%ReducedView
ETHGRAYSCALE ETHEREUM MINI TR ESHS NEW28,000$420.84K0.90%+6,782+32.0%AddedView
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF3,200$262.34K0.56%00.0%Unchanged–
SPYSTATE STREET SPDR S&P 500 ETFETF300$224.03K0.48%−39−11.5%ReducedView
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE3,929$216.15K0.46%+3,929New–
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO5,138$208.81K0.44%−10,555−67.3%Reduced–

Sold out since Q1 2026 (20)

Positions held at the end of Q1 2026 that are no longer in this filing.

Broadhurst Jeffrey B positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF60,932$2.92M2.99%
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE65,967$2.75M2.82%
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF54,690$2.31M2.37%
DIMENSIONAL ETF TRUST25434V690INTERNATIONAL52,794$2.24M2.29%
DIMENSIONAL ETF TRUST25434V567GLOBAL CR ETF37,708$2.04M2.09%
DIMENSIONAL ETF TRUST25434V575INTL COR FIX ETF38,825$2.04M2.09%
DIMENSIONAL ULTRASHORT FIXED INCOME ETF25434V591ETF39,410$2M2.05%
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF35,785$1.32M1.35%
DIMENSIONAL ETF TRUST25434V682EMER MARK SU ETF22,999$974.48K1.00%
BITBBITWISE BITCOIN ETF TRSHS BEN INT23,567$867.51K0.89%
IBITISHARES BITCOIN TRUST ETFETF18,268$701.87K0.72%
ARKBARK 21SHARES BITCOIN ETFSHS BEN INT26,592$598.05K0.61%
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT13,030$587.91K0.60%
AAPLAPPLE INC COMStock1,473$373.87K0.38%
FBTCFIDELITY WISE ORIGIN BITCOINSHS6,183$365K0.37%
DIMENSIONAL ETF TRUST25434V658GLOBAL REAL EST12,335$327.88K0.34%
AMZNAMAZON COM INC COMStock1,288$268.29K0.27%
DIMENSIONAL ETF TRUST25434V781INTL SMALL CAP V6,783$267.5K0.27%
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR715$241.54K0.25%
ASPIASP ISOTOPES INCCOM10,000$44.2K0.05%

13F filings by quarter

Broadhurst Jeffrey B 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 12, 202623$47Mvs. Q1 2026SEC
Q1 2026May 14, 202641$97.57Mvs. Q4 2025SEC
Q4 2025May 15, 202640$96.29M–SEC