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BJB

Broadhurst Jeffrey B Portfolio holdings

AUM $47M
This Fund
S&P 500
This Quarter Est. Return
+2.12%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$96.3M
AUM Growth
–
Cap. Flow
+$95.6M
Cap. Flow %
99.25%
Top 10 Hldgs %
64.45%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
DFUS
Dimensional US Equity ETF
DFUS
+$16M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$10.5M
3
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$8.5M
4
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$6.58M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$4.65M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 2.09%
2 Technology 0.92%
3 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFUS
1
Dimensional US Equity ETF
DFUS
$21.6B
$16.2M 16.8%
+218,072
New +$16M
DFAC icon
2
Dimensional US Core Equity 2 ETF
DFAC
$49.4B
$10.6M 11.02%
+268,016
New +$10.5M
DFAS icon
3
Dimensional US Small Cap ETF
DFAS
$15.8B
$8.6M 8.93%
+123,372
New +$8.5M
DFSU
4
Dimensional US Sustainability Core 1 ETF
DFSU
$2.36B
$6.66M 6.91%
+153,251
New +$6.58M
DFAT icon
5
Dimensional US Targeted Value ETF
DFAT
$14.9B
$4.74M 4.93%
+79,665
New +$4.65M
DFAI
6
Dimensional International Core Equity Market ETF
DFAI
$18.1B
$3.82M 3.97%
+100,265
New +$3.72M
DFIS icon
7
Dimensional International Small Cap ETF
DFIS
$5.89B
$3.07M 3.19%
+93,188
New +$2.97M
DFAX icon
8
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.4B
$2.87M 2.98%
+87,535
New +$2.79M
DFSD
9
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.2B
$2.85M 2.96%
+59,497
New +$2.87M
DFIP icon
10
Dimensional Inflation-Protected Securities ETF
DFIP
$1.13B
$2.67M 2.77%
+64,223
New +$2.7M
DFIV icon
11
Dimensional International Value ETF
DFIV
$21.8B
$2.51M 2.6%
+50,216
New +$2.39M
DFCF icon
12
Dimensional Core Fixed Income ETF
DFCF
$10.9B
$2.22M 2.31%
+52,243
New +$2.24M
DFSB icon
13
Dimensional Global Sustainability Fixed Income ETF
DFSB
$737M
$2.19M 2.27%
+42,226
New +$2.23M
DFSI
14
Dimensional International Sustainability Core 1 ETF
DFSI
$1.19B
$2.15M 2.23%
+50,082
New +$2.09M
DFAE icon
15
Dimensional Emerging Core Equity Market ETF
DFAE
$9.8B
$2.1M 2.18%
+64,560
New +$2.08M
DFNM icon
16
Dimensional National Municipal Bond ETF
DFNM
$2.27B
$2.08M 2.16%
+43,150
New +$2.08M
GMED icon
17
Globus Medical
GMED
$11.9B
$2.01M 2.09%
+23,058
New +$1.75M
DGCB icon
18
Dimensional Global Credit ETF
DGCB
$1.09B
$1.91M 1.98%
+35,189
New +$1.94M
DFGX icon
19
Dimensional International Core Fixed Income ETF
DFGX
$1.73B
$1.9M 1.97%
+36,120
New +$1.95M
DUSB icon
20
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.24B
$1.86M 1.93%
+36,672
New +$1.86M
DFAR icon
21
Dimensional US Real Estate ETF
DFAR
$1.78B
$1.46M 1.52%
+63,728
New +$1.49M
DUHP icon
22
Dimensional US High Profitability ETF
DUHP
$12.9B
$1.36M 1.41%
+35,780
New +$1.36M
DEHP icon
23
Dimensional Emerging Markets High Profitability ETF
DEHP
$448M
$1.25M 1.3%
+38,793
New +$1.22M
DFSV
24
Dimensional US Small Cap Value ETF
DFSV
$8.49B
$1.23M 1.28%
+37,444
New +$1.2M
BITB icon
25
Bitwise Bitcoin ETF
BITB
$2.63B
$984K 1.02%
+20,689
New +$1.13M
1
2

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Broadhurst Jeffrey B's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Broadhurst Jeffrey B, which disclosed 40 positions worth $96.3M. Its ten largest holdings account for 64% of the portfolio.

Its largest position is Dimensional US Equity ETF: 218,072 shares worth $16.2M.

By sector, the portfolio is most concentrated in Healthcare at 2.1% of assets, followed by Technology and Consumer Discretionary.

  • Broadhurst Jeffrey B's largest Q4 2025 buy was Dimensional US Equity ETF: 218,072 shares worth $16.2M.
  • Broadhurst Jeffrey B's ten largest holdings make up 64% of its $96.3M portfolio in Q4 2025.
  • Broadhurst Jeffrey B disclosed 40 positions in Q4 2025, its first 13F filing on record.

Based on Broadhurst Jeffrey B's 13F filing for Q4 2025, filed 15 May 2026.