JDH Wealth Management, LLC
54 holdingsFiling period: 2026-03-31Current AUM: $166.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 485.0K | $18.8M | $21.6M | 12.99% | -11,715 | 2026-03-31 |
| 2 | DFIV | DIMENSIONAL ETF TRUST | 292.1K | $15.4M | $16.7M | 10.07% | -6,733 | 2026-03-31 |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 222.9K | $13.9M | $15.8M | 9.49% | -3,184 | 2026-03-31 |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 218.9K | $10.6M | $12.2M | 7.33% | -5,196 | 2026-03-31 |
| 5 | BSVO | EA SERIES TRUST | 375.3K | $9.5M | $11.0M | 6.61% | -6,509 | 2026-03-31 |
| 6 | DFUS | DIMENSIONAL ETF TRUST | 112.8K | $8.0M | $9.2M | 5.54% | -773 | 2026-03-31 |
| 7 | DFAS | DIMENSIONAL ETF TRUST | 99.3K | $7.1M | $8.0M | 4.84% | -65 | 2026-03-31 |
| 8 | DFIC | DIMENSIONAL ETF TRUST | 186.0K | $6.6M | $7.1M | 4.27% | -6,625 | 2026-03-31 |
| 9 | DFAU | DIMENSIONAL ETF TRUST | 145.5K | $6.6M | $7.5M | 4.54% | +1.7K | 2026-03-31 |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | 97.0K | $5.8M | $5.7M | 3.41% | +11.9K | 2026-03-31 |
| 11 | DFGR | DIMENSIONAL ETF TRUST | 176.7K | $4.7M | $5.3M | 3.17% | +8.6K | 2026-03-31 |
| 12 | DISV | DIMENSIONAL ETF TRUST | 117.5K | $4.6M | $5.0M | 2.99% | -7,815 | 2026-03-31 |
| 13 | AVUV | AMERICAN CENTY ETF TR | 31.7K | $3.5M | $4.0M | 2.39% | -323 | 2026-03-31 |
| 14 | DFEM | DIMENSIONAL ETF TRUST | 94.9K | $3.3M | $3.6M | 2.15% | -3,479 | 2026-03-31 |
| 15 | VLUE | ISHARES TR | 16.7K | $2.4M | $3.2M | 1.92% | -- | 2026-03-31 |
| 16 | NVDA | NVIDIA CORPORATION | 12.1K | $2.1M | $2.4M | 1.46% | +240 | 2026-03-31 |
| 17 | DFAX | DIMENSIONAL ETF TRUST | 55.5K | $1.9M | $2.0M | 1.22% | -1,771 | 2026-03-31 |
| 18 | DFAE | DIMENSIONAL ETF TRUST | 50.2K | $1.7M | $1.9M | 1.13% | -- | 2026-03-31 |
| 19 | AAPL | APPLE INC | 6.2K | $1.6M | $1.9M | 1.16% | +104 | 2026-03-31 |
| 20 | ITOT | ISHARES TR | 10.6K | $1.5M | $1.7M | 1.04% | -1 | 2026-03-31 |
| 21 | IVLU | ISHARES TR | 35.4K | $1.4M | $1.5M | 0.93% | -8,202 | 2026-03-31 |
| 22 | EFV | ISHARES TR | 18.6K | $1.4M | $1.5M | 0.91% | -247 | 2026-03-31 |
| 23 | DFSD | DIMENSIONAL ETF TRUST | 28.8K | $1.4M | $1.4M | 0.82% | +4.8K | 2026-03-31 |
| 24 | DFIS | DIMENSIONAL ETF TRUST | 39.0K | $1.3M | $1.4M | 0.84% | +898 | 2026-03-31 |
| 25 | VSS | VANGUARD INTL EQUITY INDEX F | 7.9K | $1.2M | $1.2M | 0.72% | -15 | 2026-03-31 |
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