What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
CIK: 0002114882
Total reported value
$47.0M
$47.0M
41 檔
100.0%
In Q1 2026, Broadhurst Jeffrey B's U.S. equity holdings reached a combined market value of $47.0M, distributed across 41 disclosed stock positions.
In Q1 2026, Broadhurst Jeffrey B displayed an active expansion posture, initiating 2 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 16.42% | +7.67% | +3.64% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.23% | +11.52% | -4.18% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 9.42% | +0.83% | +4.74% | |
| 4 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 7.09% | -2.40% | +9.79% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 5.01% | +5.24% | -1.83% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 4.11% | -1.81% | +2.65% | |
| 7 | DFIS | Dimensional International Sm | ETF-Other | 3.28% | -1.43% | +1.90% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 2.99% | -2.99% | EXIT | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.95% | +0.62% | -3.21% | |
| 10 | DFIP | Dimensional Inflation-protec | ETF-Other | 2.82% | -2.82% | EXIT | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 2.72% | +0.47% | +0.01% | |
| 12 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 2.38% | -0.41% | +6.26% | |
| 13 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.37% | -2.37% | EXIT | |
| 14 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 2.29% | -2.29% | EXIT | |
| 15 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.20% | -0.75% | -1.80% | |
| 16 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.19% | -0.96% | +3.40% | |
| 17 | DGCB | Dimensional Global Credit | ETF-Other | 2.09% | -2.09% | EXIT | |
| 18 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 2.09% | -2.09% | EXIT | |
| 19 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 2.05% | -2.05% | EXIT | |
| 20 | GMED | Globus Medical Inc - A | Stock-Healthcare | 2.04% | +1.30% | -0.02% | |
| 21 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.62% | -0.46% | +4.69% | |
| 22 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.35% | -1.35% | EXIT | |
| 23 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.34% | +1.60% | — | |
| 24 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 1.34% | -0.27% | -0.59% | |
| 25 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 1.00% | -1.00% | EXIT | |
| 26 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.89% | -0.89% | EXIT | |
| 27 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.72% | -0.72% | EXIT | |
| 28 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.61% | -0.61% | EXIT | |
| 29 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.60% | -0.60% | EXIT | |
| 30 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.56% | -0.12% | -4.85% | |
| 31 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.43% | +0.47% | +14.16% | |
| 32 | SNPS | Synopsys Inc | Stock-Tech | 0.42% | +0.56% | — | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.38% | -0.38% | EXIT | |
| 34 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.37% | -0.37% | EXIT | |
| 35 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.34% | -0.34% | EXIT | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | -0.28% | EXIT | |
| 37 | DISV | Dimensional International Sm | ETF-Other | 0.27% | -0.27% | EXIT | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.25% | -0.25% | EXIT | |
| 39 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.24% | +0.32% | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | +0.25% | — | |
| 41 | ASPI | Asp Isotopes Inc | Stock-Other | 0.05% | -0.05% | EXIT |
According to official SEC Form 13F filings, Broadhurst Jeffrey B reported a total U.S. public equity portfolio value of $47.0M across 41 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, DFAC, DFAS) accounted for 100.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
TSM
市值: $241.5K
Top Position Liquidated / Trimmed
DFAW
前期市值: $231.3K
During Q1 2026, Broadhurst Jeffrey B's top holdings by market value included DFUS (16.4%)、DFAC (10.2%)、DFAS (9.4%). The largest single position, DFUS, represented 16.4% of total portfolio value.
In Q1 2026, Broadhurst Jeffrey B made 37 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 9 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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