Broadhurst Jeffrey B
WEST POINT, PA
$47m in 23 US stocks at the end of 30 June 2026. The top 10 are 86.3% of the money. It changed about 32.4% of the portfolio this quarter.
Value
$47m
Stocks
23
Top 10 share
86.3%
Turnover
32.4%
What changed this quarter
New
Bought for the first time this quarter.
- Grayscale Bitcoin Mini TR ETBTC1.1% of the fund
- Dimensional ETF TrustDFUV0.5% of the fund
Added
Bought more of a stock they already held.
- Grayscale Ethereum StakingETH0.9% of the fund+32%
Cut
Sold some of their stake.
- Dimensional ETF TrustDFUS24.1% of the fund-39%
- Dimensional ETF TrustDFAC21.8% of the fund-10%
- Dimensional ETF TrustDFAT10.3% of the fund-12%
- Dimensional ETF TrustDFAS10.3% of the fund-55%
- Dimensional ETF TrustDFSU4.7% of the fund-72%
- Dimensional ETF TrustDFAX3.6% of the fund-46%
- Globus MedicalGMED3.3% of the fund-14%
- Dimensional ETF TrustDFIV3.2% of the fund-45%
- Dimensional ETF TrustDFSV2.9% of the fund-5%
- Dimensional ETF TrustDFAI2.3% of the fund-75%
- Dimensional ETF TrustDFSB2.0% of the fund-60%
- Dimensional ETF TrustDFIS1.9% of the fund-74%
- Dimensional ETF TrustDFAE1.4% of the fund-73%
- Dimensional ETF TrustDFNM1.2% of the fund-73%
- Dimensional ETF TrustDFAR1.2% of the fund-69%
- Dimensional ETF TrustDEHP1.1% of the fund-70%
- State STR Spdr S&P 500 ETF TSPY0.5% of the fund-12%
- Dimensional ETF TrustDFEM0.4% of the fund-67%
Sold out
Sold their entire stake.
- Dimensional ETF TrustDFSD-100%
- Dimensional ETF TrustDFIP-100%
- Dimensional ETF TrustDFCF-100%
- Dimensional ETF TrustDFSI-100%
- Dimensional ETF TrustDGCB-100%
- Dimensional ETF TrustDFGX-100%
- Dimensional ETF TrustDUSB-100%
- Dimensional ETF TrustDUHP-100%
- Dimensional ETF TrustDFSE-100%
- Bitwise Bitcoin ETF TRBITB-100%
- Ishares Bitcoin Trust ETFIBIT-100%
- ARK 21shares Bitcoin ETFARKB-100%
- Dimensional ETF TrustDFAU-100%
- AppleAAPL-100%
- Fidelity Wise Origin BitcoinFBTC-100%
- Dimensional ETF TrustDFGR-100%
- Amazon.comAMZN-100%
- Dimensional ETF TrustDISV-100%
- Taiwan Semiconductor ManufacturingTSM-100%
- ASP IsotopesASPI-100%
Holdings
- Dimensional ETF TrustDFUS
- Share
- 24.1%
- Value
- $11m
- Shares
- 138,160
-39%
- Dimensional ETF TrustDFAC
- Share
- 21.8%
- Value
- $10m
- Shares
- 230,443
-10%
- Dimensional ETF TrustDFAT
- Share
- 10.3%
- Value
- $5m
- Shares
- 68,950
-12%
- Dimensional ETF TrustDFAS
- Share
- 10.3%
- Value
- $5m
- Shares
- 58,515
-55%
- Dimensional ETF TrustDFSU
- Share
- 4.7%
- Value
- $2m
- Shares
- 47,237
-72%
- Dimensional ETF TrustDFAX
- Share
- 3.6%
- Value
- $2m
- Shares
- 45,515
-46%
- Dimensional ETF TrustDFIV
- Share
- 3.2%
- Value
- $1m
- Shares
- 27,717
-45%
- Dimensional ETF TrustDFSV
- Share
- 2.9%
- Value
- $1m
- Shares
- 35,573
-5%
- Dimensional ETF TrustDFAI
- Share
- 2.3%
- Value
- $1m
- Shares
- 26,150
-75%
- Dimensional ETF TrustDFSB
- Share
- 2.0%
- Value
- $924,952
- Shares
- 17,750
-60%
- Dimensional ETF TrustDFIS
- Share
- 1.9%
- Value
- $871,196
- Shares
- 24,870
-74%
- Dimensional ETF TrustDFAE
- Share
- 1.4%
- Value
- $681,158
- Shares
- 16,940
-73%
- Dimensional ETF TrustDFNM
- Share
- 1.2%
- Value
- $580,020
- Shares
- 12,000
-73%
- Dimensional ETF TrustDFAR
- Share
- 1.2%
- Value
- $544,128
- Shares
- 20,800
-69%
- Grayscale Bitcoin Mini TR ETBTC
- Share
- 1.1%
- Value
- $519,000
- Shares
- 20,000
New
- Dimensional ETF TrustDEHP
- Share
- 1.1%
- Value
- $501,166
- Shares
- 11,718
-70%
- Grayscale Ethereum StakingETH
- Share
- 0.9%
- Value
- $420,840
- Shares
- 28,000
+32%
- Dimensional ETF TrustDCOR
- Share
- 0.6%
- Value
- $262,344
- Shares
- 3,200
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.5%
- Value
- $224,031
- Shares
- 300
-12%
- Dimensional ETF TrustDFUV
- Share
- 0.5%
- Value
- $216,150
- Shares
- 3,929
New
- Dimensional ETF TrustDFEM
- Share
- 0.4%
- Value
- $208,810
- Shares
- 5,138
-67%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Dimensional ETF TrustDFUS | 24.1% | $11m | 138,160 | -39% |
| Dimensional ETF TrustDFAC | 21.8% | $10m | 230,443 | -10% |
| Dimensional ETF TrustDFAT | 10.3% | $5m | 68,950 | -12% |
| Dimensional ETF TrustDFAS | 10.3% | $5m | 58,515 | -55% |
| Dimensional ETF TrustDFSU | 4.7% | $2m | 47,237 | -72% |
| Dimensional ETF TrustDFAX | 3.6% | $2m | 45,515 | -46% |
| Globus MedicalGMED | 3.3% | $2m | 19,838 | -14% |
| Dimensional ETF TrustDFIV | 3.2% | $1m | 27,717 | -45% |
| Dimensional ETF TrustDFSV | 2.9% | $1m | 35,573 | -5% |
| Dimensional ETF TrustDFAI | 2.3% | $1m | 26,150 | -75% |
| Dimensional ETF TrustDFSB | 2.0% | $924,952 | 17,750 | -60% |
| Dimensional ETF TrustDFIS | 1.9% | $871,196 | 24,870 | -74% |
| Dimensional ETF TrustDFAE | 1.4% | $681,158 | 16,940 | -73% |
| Dimensional ETF TrustDFNM | 1.2% | $580,020 | 12,000 | -73% |
| Dimensional ETF TrustDFAR | 1.2% | $544,128 | 20,800 | -69% |
| Grayscale Bitcoin Mini TR ETBTC | 1.1% | $519,000 | 20,000 | New |
| Dimensional ETF TrustDEHP | 1.1% | $501,166 | 11,718 | -70% |
| SynopsysSNPS | 1.0% | $461,984 | 1,036 | Held |
| Grayscale Ethereum StakingETH | 0.9% | $420,840 | 28,000 | +32% |
| Dimensional ETF TrustDCOR | 0.6% | $262,344 | 3,200 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.5% | $224,031 | 300 | -12% |
| Dimensional ETF TrustDFUV | 0.5% | $216,150 | 3,929 | New |
| Dimensional ETF TrustDFEM | 0.4% | $208,810 | 5,138 | -67% |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is down 51.2% since 31 December 2025.
Where the money is
Health care3.3%
Technology1.0%
Other95.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.