Institutional Fund
Broadhurst Jeffrey B
West Point, PACIK 21148822 filings on record
Portfolio Value
$97.57M
Q1 2026
Holdings
41
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+1.3%
from $96.29M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust16.4%
- Dimensional ETF Trust10.2%
- Dimensional ETF Trust9.4%
- Dimensional ETF Trust7.1%
- Dimensional ETF Trust5.0%
- Dimensional ETF Trust4.1%
- Other47.7%
Portfolio Holdings
41 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 226.0K | $16.03M | 16.4% | +7.9K | Added |
| 2 | Dimensional ETF Trust | 256.8K | $9.98M | 10.2% | −11.2K | Reduced |
| 3 | Dimensional ETF Trust | 129.2K | $9.19M | 9.4% | +5.8K | Added |
| 4 | Dimensional ETF Trust | 168.3K | $6.91M | 7.1% | +15.0K | Added |
| 5 | Dimensional ETF Trust | 78.2K | $4.88M | 5.0% | −1.5K | Reduced |
| 6 | Dimensional ETF Trust | 102.9K | $4.01M | 4.1% | +2.7K | Added |
| 7 | Dimensional ETF Trust | 95.0K | $3.20M | 3.3% | +1.8K | Added |
| 8 | Dimensional ETF Trust | 60.9K | $2.92M | 3.0% | +1.4K | Added |
| 9 | Dimensional ETF Trust | 84.7K | $2.88M | 2.9% | −2.8K | Reduced |
| 10 | Dimensional ETF Trust | 66.0K | $2.75M | 2.8% | +1.7K | Added |
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