AI Portfolio Summary
In 2026 Q1, Broadhurst Jeffrey B maintained a portfolio of 41 distinct positions. The most significant new addition to the portfolio was Dimensional U.S. Equ, which now represents 16.42% of the total fund value.
Total Positions
41
Quarter
2026 Q1
Top Holding
DFUS (16.4%)
Top 10 Concentration
64.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-41 of 41
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFUS
Dimensional U.S...
|
ETF | 16.42% | — |
#1
Prev: #—
|
9.5 | 226,009 | no change |
NEW
|
226,009 | $16,026,264 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFAC
Dimensional ETF...
|
ETF | 10.23% | — |
#2
Prev: #—
|
9.0 | 256,826 | no change |
NEW
|
256,826 | $9,980,266 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFAS
Dimensional U.S...
|
ETF | 9.42% | — |
#3
Prev: #—
|
8.3 | 129,215 | no change |
NEW
|
129,215 | $9,191,091 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFSU
Dimensional US ...
|
ETF | 7.09% | — |
#4
Prev: #—
|
6.8 | 168,250 | no change |
NEW
|
168,250 | $6,913,386 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFAT
Dimensional U.S...
|
ETF | 5.01% | — |
#5
Prev: #—
|
6.0 | 78,209 | no change |
NEW
|
78,209 | $4,884,140 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFAI
Dimensional Int...
|
Bond/Debt | 4.11% | — |
#6
Prev: #—
|
5.1 | 102,920 | no change |
NEW
|
102,920 | $4,009,771 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFIS
Dimensional Int...
|
Bond/Debt | 3.28% | — |
#7
Prev: #—
|
4.8 | 94,961 | no change |
NEW
|
94,961 | $3,197,327 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFSD
Dimensional Sho...
|
ETF | 2.99% | — |
#8
Prev: #—
|
4.7 | 60,932 | no change |
NEW
|
60,932 | $2,917,438 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFAX
Dimensional Wor...
|
ETF | 2.95% | — |
#9
Prev: #—
|
4.7 | 84,724 | no change |
NEW
|
84,724 | $2,878,081 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFIP
Dimensional Inf...
|
ETF | 2.82% | — |
#10
Prev: #—
|
4.6 | 65,967 | no change |
NEW
|
65,967 | $2,752,141 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFIV
Dimensional Int...
|
Bond/Debt | 2.72% | — |
#11
Prev: #—
|
4.6 | 50,222 | no change |
NEW
|
50,222 | $2,650,701 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFSB
Dimensional Glo...
|
ETF | 2.38% | — |
#12
Prev: #—
|
4.5 | 44,869 | no change |
NEW
|
44,869 | $2,321,631 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFCF
Dimensional Cor...
|
ETF | 2.37% | — |
#13
Prev: #—
|
4.4 | 54,690 | no change |
NEW
|
54,690 | $2,309,008 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFSI
Dimensional Int...
|
Bond/Debt | 2.29% | — |
#14
Prev: #—
|
4.4 | 52,794 | no change |
NEW
|
52,794 | $2,238,482 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFAE
Dimensional Eme...
|
ETF | 2.20% | — |
#15
Prev: #—
|
4.4 | 63,400 | no change |
NEW
|
63,400 | $2,146,710 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFNM
Dimensional Nat...
|
ETF | 2.19% | — |
#16
Prev: #—
|
4.4 | 44,616 | no change |
NEW
|
44,616 | $2,138,437 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DGCB
Dimensional Glo...
|
ETF | 2.09% | — |
#17
Prev: #—
|
4.3 | 37,708 | no change |
NEW
|
37,708 | $2,041,319 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFGX
Dimensional Int...
|
Bond/Debt | 2.09% | — |
#18
Prev: #—
|
4.3 | 38,825 | no change |
NEW
|
38,825 | $2,036,396 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DUSB
Dimensional Ult...
|
ETF | 2.05% | — |
#19
Prev: #—
|
4.3 | 39,410 | no change |
NEW
|
39,410 | $1,998,474 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GMED
Globus Medical,...
|
Healthcare | 2.04% | — |
#20
Prev: #—
|
4.3 | 23,053 | no change |
NEW
|
23,053 | $1,986,249 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFAR
Dimensional US ...
|
ETF | 1.62% | — |
#21
Prev: #—
|
4.1 | 66,719 | no change |
NEW
|
66,719 | $1,577,894 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DUHP
Dimensional US ...
|
ETF | 1.35% | — |
#22
Prev: #—
|
4.0 | 35,785 | no change |
NEW
|
35,785 | $1,315,457 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFSV
Dimensional US ...
|
ETF | 1.34% | — |
#23
Prev: #—
|
4.0 | 37,444 | no change |
NEW
|
37,444 | $1,312,050 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DEHP
Dimensional Eme...
|
ETF | 1.34% | — |
#24
Prev: #—
|
4.0 | 38,563 | no change |
NEW
|
38,563 | $1,303,027 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFSE
Dimensional Eme...
|
ETF | 1.00% | — |
#25
Prev: #—
|
3.9 | 22,999 | no change |
NEW
|
22,999 | $974,475 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BITB
Bitwise Bitcoin...
|
Bond/Debt | 0.89% | — |
#26
Prev: #—
|
3.9 | 23,567 | no change |
NEW
|
23,567 | $867,508 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IBIT
iShares Bitcoin...
|
Bond/Debt | 0.72% | — |
#27
Prev: #—
|
3.8 | 18,268 | no change |
NEW
|
18,268 | $701,873 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ARKB
ARK 21Shares Bi...
|
Bond/Debt | 0.61% | — |
#28
Prev: #—
|
3.7 | 26,592 | no change |
NEW
|
26,592 | $598,049 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFAU
Dimensional US ...
|
ETF | 0.60% | — |
#29
Prev: #—
|
3.7 | 13,030 | no change |
NEW
|
13,030 | $587,909 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFEM
Dimensional Eme...
|
ETF | 0.56% | — |
#30
Prev: #—
|
3.7 | 15,693 | no change |
NEW
|
15,693 | $542,202 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ETH
Grayscale Ether...
|
ETF | 0.43% | — |
#31
Prev: #—
|
3.7 | 21,218 | no change |
NEW
|
21,218 | $421,397 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SNPS
Synopsys, Inc. ...
|
Technology | 0.42% | — |
#32
Prev: #—
|
3.7 | 1,045 | no change |
NEW
|
1,045 | $414,142 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
Apple Inc. - Co...
|
Technology | 0.38% | — |
#33
Prev: #—
|
3.7 | 1,473 | no change |
NEW
|
1,473 | $373,868 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FBTC
Fidelity Wise O...
|
Unknown | 0.37% | — |
#34
Prev: #—
|
3.6 | 6,183 | no change |
NEW
|
6,183 | $365,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFGR
Dimensional Glo...
|
ETF | 0.34% | — |
#35
Prev: #—
|
3.6 | 12,335 | no change |
NEW
|
12,335 | $327,877 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
Amazon.com, Inc...
|
Consumer Cyclical | 0.27% | — |
#36
Prev: #—
|
3.6 | 1,288 | no change |
NEW
|
1,288 | $268,291 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DISV
Dimensional Int...
|
Bond/Debt | 0.27% | — |
#37
Prev: #—
|
3.6 | 6,783 | no change |
NEW
|
6,783 | $267,503 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TSM
Taiwan Semicond...
|
Technology | 0.25% | — |
#38
Prev: #—
|
3.6 | 715 | no change |
NEW
|
715 | $241,543 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DCOR
Dimensional US ...
|
ETF | 0.24% | — |
#39
Prev: #—
|
3.6 | 3,200 | no change |
NEW
|
3,200 | $230,663 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPY
State Street SP...
|
ETF | 0.23% | — |
#40
Prev: #—
|
3.6 | 339 | no change |
NEW
|
339 | $220,465 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ASPI
ASP Isotopes In...
|
Basic Materials | 0.05% | — |
#41
Prev: #—
|
3.5 | 10,000 | no change |
NEW
|
10,000 | $44,200 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-41 of 41 holdings