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The Analysis of Broadhurst Jeffrey B's Holdings & P&L

Currently, Broadhurst Jeffrey B holds 41 types of securities in its portfolio with a total value $97.6M. In the most recent quarter, they have increased their positions in DFUS (+226.0K shares, valued at $16.0M), DFAC (+256.8K shares, valued at $10.0M), DFAS (+129.2K shares, valued at $9.2M); initiated new positions in DFUS (+226.0K shares, valued at $16.0M), DFAC (+256.8K shares, valued at $10.0M), DFAS (+129.2K shares, valued at $9.2M).

1M P&L

-127.1K-0.12%

3M P&L

+2.8M+2.71%

HY P&L

+4.0M+3.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A94.2M

96.6%

2Medical Devices2.0M

2.0%

3Software - Infrastructure414.1K

0.4%

Top Industries by Stock Count

1N/A35 stocks

85.4%

2Medical Devices1 stocks

2.4%

3Software - Infrastructure1 stocks

2.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS Dimensional U.S. Equity Market ETF226.0K sharesnew addition2026-03-312026-05-14

DFAC Dimensional ETF U.S. Core Equity 2 ETF256.8K sharesnew addition2026-03-312026-05-14

DFAS Dimensional U.S. Small Cap ETF129.2K sharesnew addition2026-03-312026-05-14

DFSU Dimensional US Sustainability Core 1 ETF168.3K sharesnew addition2026-03-312026-05-14

DFAT Dimensional U.S. Targeted Value ETF78.2K sharesnew addition2026-03-312026-05-14

DFAI Dimensional International Core Equity Market ETF102.9K sharesnew addition2026-03-312026-05-14

DFIS Dimensional International Small Cap ETF95.0K sharesnew addition2026-03-312026-05-14

DFSD Dimensional Short-Duration Fixed Income ETF60.9K sharesnew addition2026-03-312026-05-14

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DFAX Dimensional World ex U.S. Core Equity 2 ETF84.7K sharesnew addition2026-03-312026-05-14

DFIP Dimensional Inflation-Protected Securities ETF66.0K sharesnew addition2026-03-312026-05-14

DFIV Dimensional International Value ETF50.2K sharesnew addition2026-03-312026-05-14

DFSB Dimensional Global Sustainability Fixed Income ETF44.9K sharesnew addition2026-03-312026-05-14

DFCF Dimensional Core Fixed Income ETF54.7K sharesnew addition2026-03-312026-05-14

DFSI Dimensional International Sustainability Core 1 ETF52.8K sharesnew addition2026-03-312026-05-14

DFAE Dimensional Emerging Core Equity Market ETF63.4K sharesnew addition2026-03-312026-05-14

DFNM Dimensional National Municipal Bond ETF44.6K sharesnew addition2026-03-312026-05-14

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DGCB Dimensional Global Credit ETF37.7K sharesnew addition2026-03-312026-05-14

DFGX Dimensional International Core Fixed Income ETF38.8K sharesnew addition2026-03-312026-05-14

DUSB Dimensional Ultrashort Fixed Income ETF39.4K sharesnew addition2026-03-312026-05-14

GMED Globus Medical, Inc. Class A Common Stock23.1K sharesnew addition2026-03-312026-05-14

DFAR Dimensional US Real Estate ETF66.7K sharesnew addition2026-03-312026-05-14

DUHP Dimensional US High Profitability ETF35.8K sharesnew addition2026-03-312026-05-14

DFSV Dimensional US Small Cap Value ETF37.4K sharesnew addition2026-03-312026-05-14

DEHP Dimensional Emerging Markets High Profitability ETF38.6K sharesnew addition2026-03-312026-05-14

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DFSE Dimensional Emerging Markets Sustainability Core 1 ETF23.0K sharesnew addition2026-03-312026-05-14

BITB Bitwise Bitcoin ETF23.6K sharesnew addition2026-03-312026-05-14

IBIT iShares Bitcoin Trust18.3K sharesnew addition2026-03-312026-05-14

ARKB ARK 21Shares Bitcoin ETF26.6K sharesnew addition2026-03-312026-05-14

DFAU Dimensional US Core Equity Market ETF13.0K sharesnew addition2026-03-312026-05-14

DFEM Dimensional Emerging Markets Core Equity 2 ETF15.7K sharesnew addition2026-03-312026-05-14

ETH Grayscale Ethereum Staking Mini ETF Shares21.2K sharesnew addition2026-03-312026-05-14

SNPS Synopsys, Inc. - Common Stock1.0K sharesnew addition2026-03-312026-05-14

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AAPL Apple Inc. - Common Stock1.5K sharesnew addition2026-03-312026-05-14

FBTC Fidelity Wise Origin Bitcoin Fund6.2K sharesnew addition2026-03-312026-05-14

DFGR Dimensional Global Real Estate ETF12.3K sharesnew addition2026-03-312026-05-14

AMZN Amazon.com, Inc. - Common Stock1.3K sharesnew addition2026-03-312026-05-14

DISV Dimensional International Small Cap Value ETF6.8K sharesnew addition2026-03-312026-05-14

TSM Taiwan Semiconductor Manufacturing Company Ltd.715 sharesnew addition2026-03-312026-05-14

DCOR Dimensional US Core Equity 1 ETF3.2K sharesnew addition2026-03-312026-05-14

SPY State Street SPDR S&P 500 ETF Trust339 sharesnew addition2026-03-312026-05-14

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ASPI ASP Isotopes Inc. - Common Stock10.0K sharesnew addition2026-03-312026-05-14

DFUS

Dimensional U.S. Equity Market ETF

New

Shares226.0K

Event2026-03-31

Filed2026-05-14

DFAC

Dimensional ETF U.S. Core Equity 2 ETF

New

Shares256.8K

Event2026-03-31

Filed2026-05-14

DFAS

Dimensional U.S. Small Cap ETF

New

Shares129.2K

Event2026-03-31

Filed2026-05-14

DFSU

Dimensional US Sustainability Core 1 ETF

New

Shares168.3K

Event2026-03-31

Filed2026-05-14

DFAT

Dimensional U.S. Targeted Value ETF

New

Shares78.2K

Event2026-03-31

Filed2026-05-14

DFAI

Dimensional International Core Equity Market ETF

New

Shares102.9K

Event2026-03-31

Filed2026-05-14

DFIS

Dimensional International Small Cap ETF

New

Shares95.0K

Event2026-03-31

Filed2026-05-14

DFSD

Dimensional Short-Duration Fixed Income ETF

New

Shares60.9K

Event2026-03-31

Filed2026-05-14

DFAX

Dimensional World ex U.S. Core Equity 2 ETF

New

Shares84.7K

Event2026-03-31

Filed2026-05-14

DFIP

Dimensional Inflation-Protected Securities ETF

New

Shares66.0K

Event2026-03-31

Filed2026-05-14

DFIV

Dimensional International Value ETF

New

Shares50.2K

Event2026-03-31

Filed2026-05-14

DFSB

Dimensional Global Sustainability Fixed Income ETF

New

Shares44.9K

Event2026-03-31

Filed2026-05-14

DFCF

Dimensional Core Fixed Income ETF

New

Shares54.7K

Event2026-03-31

Filed2026-05-14

DFSI

Dimensional International Sustainability Core 1 ETF

New

Shares52.8K

Event2026-03-31

Filed2026-05-14

DFAE

Dimensional Emerging Core Equity Market ETF

New

Shares63.4K

Event2026-03-31

Filed2026-05-14

DFNM

Dimensional National Municipal Bond ETF

New

Shares44.6K

Event2026-03-31

Filed2026-05-14

DGCB

Dimensional Global Credit ETF

New

Shares37.7K

Event2026-03-31

Filed2026-05-14

DFGX

Dimensional International Core Fixed Income ETF

New

Shares38.8K

Event2026-03-31

Filed2026-05-14

DUSB

Dimensional Ultrashort Fixed Income ETF

New

Shares39.4K

Event2026-03-31

Filed2026-05-14

GMED

Globus Medical, Inc. Class A Common Stock

New

Shares23.1K

Event2026-03-31

Filed2026-05-14

DFAR

Dimensional US Real Estate ETF

New

Shares66.7K

Event2026-03-31

Filed2026-05-14

DUHP

Dimensional US High Profitability ETF

New

Shares35.8K

Event2026-03-31

Filed2026-05-14

DFSV

Dimensional US Small Cap Value ETF

New

Shares37.4K

Event2026-03-31

Filed2026-05-14

DEHP

Dimensional Emerging Markets High Profitability ETF

New

Shares38.6K

Event2026-03-31

Filed2026-05-14

DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

New

Shares23.0K

Event2026-03-31

Filed2026-05-14

BITB

Bitwise Bitcoin ETF

New

Shares23.6K

Event2026-03-31

Filed2026-05-14

IBIT

iShares Bitcoin Trust

New

Shares18.3K

Event2026-03-31

Filed2026-05-14

ARKB

ARK 21Shares Bitcoin ETF

New

Shares26.6K

Event2026-03-31

Filed2026-05-14

DFAU

Dimensional US Core Equity Market ETF

New

Shares13.0K

Event2026-03-31

Filed2026-05-14

DFEM

Dimensional Emerging Markets Core Equity 2 ETF

New

Shares15.7K

Event2026-03-31

Filed2026-05-14

ETH

Grayscale Ethereum Staking Mini ETF Shares

New

Shares21.2K

Event2026-03-31

Filed2026-05-14

SNPS

Synopsys, Inc. - Common Stock

New

Shares1.0K

Event2026-03-31

Filed2026-05-14

AAPL

Apple Inc. - Common Stock

New

Shares1.5K

Event2026-03-31

Filed2026-05-14

FBTC

Fidelity Wise Origin Bitcoin Fund

New

Shares6.2K

Event2026-03-31

Filed2026-05-14

DFGR

Dimensional Global Real Estate ETF

New

Shares12.3K

Event2026-03-31

Filed2026-05-14

AMZN

Amazon.com, Inc. - Common Stock

New

Shares1.3K

Event2026-03-31

Filed2026-05-14

DISV

Dimensional International Small Cap Value ETF

New

Shares6.8K

Event2026-03-31

Filed2026-05-14

TSM

Taiwan Semiconductor Manufacturing Company Ltd.

New

Shares715

Event2026-03-31

Filed2026-05-14

DCOR

Dimensional US Core Equity 1 ETF

New

Shares3.2K

Event2026-03-31

Filed2026-05-14

SPY

State Street SPDR S&P 500 ETF Trust

New

Shares339

Event2026-03-31

Filed2026-05-14

ASPI

ASP Isotopes Inc. - Common Stock

New

Shares10.0K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available