JDH Wealth Management, LLC
61 holdingsFiling period: 2026-06-30Current AUM: $164.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional ETF Trust | 478.8K | $21.2M | $21.6M | 13.11% | -6,207 | 2026-06-30 |
| 2 | DFIV | Dimensional ETF Trust | 287.8K | $15.5M | $16.2M | 9.84% | -4,251 | 2026-06-30 |
| 3 | DFAT | Dimensional ETF Trust | 217.9K | $15.2M | $15.1M | 9.19% | -5,031 | 2026-06-30 |
| 4 | DFUV | Dimensional ETF Trust | 213.5K | $11.7M | $12.1M | 7.34% | -5,436 | 2026-06-30 |
| 5 | BSVO | EA Series Trust | 350.0K | $10.2M | $10.1M | 6.13% | -25,227 | 2026-06-30 |
| 6 | DFUS | Dimensional ETF Trust | 111.0K | $9.1M | $9.2M | 5.62% | -1,810 | 2026-06-30 |
| 7 | DFAS | Dimensional ETF Trust | 98.3K | $8.1M | $7.8M | 4.72% | -998 | 2026-06-30 |
| 8 | DFAU | Dimensional ETF Trust | 137.6K | $7.1M | $7.3M | 4.41% | -7,945 | 2026-06-30 |
| 9 | DFIC | Dimensional ETF Trust | 182.0K | $6.8M | $6.8M | 4.15% | -4,034 | 2026-06-30 |
| 10 | VGIT | Vanguard Scottsdale Fds | 104.7K | $6.2M | $6.0M | 3.65% | +7.7K | 2026-06-30 |
| 11 | DFGR | Dimensional ETF Trust | 190.1K | $5.5M | $5.3M | 3.22% | +13.4K | 2026-06-30 |
| 12 | DISV | Dimensional ETF Trust | 116.8K | $4.7M | $5.0M | 3.02% | -625 | 2026-06-30 |
| 13 | DFEM | Dimensional ETF Trust | 94.9K | $3.9M | $3.5M | 2.14% | +44 | 2026-06-30 |
| 14 | AVUV | American Centy ETF TR | 30.8K | $3.8M | $3.8M | 2.30% | -918 | 2026-06-30 |
| 15 | VLUE | iShares TR | 16.1K | $3.2M | $3.1M | 1.91% | -589 | 2026-06-30 |
| 16 | NVDA | NVIDIA Corporation | 12.4K | $2.5M | $2.7M | 1.63% | +353 | 2026-06-30 |
| 17 | DFAX | Dimensional ETF Trust | 53.0K | $2.0M | $1.9M | 1.16% | -2,453 | 2026-06-30 |
| 18 | AAPL | Apple Inc | 6.6K | $1.9M | $2.3M | 1.38% | +359 | 2026-06-30 |
| 19 | DFAE | Dimensional ETF Trust | 45.0K | $1.8M | $1.6M | 1.00% | -5,137 | 2026-06-30 |
| 20 | ITOT | iShares TR | 10.5K | $1.7M | $1.7M | 1.06% | -122 | 2026-06-30 |
| 21 | DFSD | Dimensional ETF Trust | 34.7K | $1.7M | $1.6M | 0.99% | +5.9K | 2026-06-30 |
| 22 | EFV | iShares TR | 18.4K | $1.4M | $1.5M | 0.89% | -217 | 2026-06-30 |
| 23 | DFIS | Dimensional ETF Trust | 39.0K | $1.4M | $1.4M | 0.84% | -- | 2026-06-30 |
| 24 | VTIP | Vanguard Malvern Fds | 25.7K | $1.3M | $1.3M | 0.76% | +3.2K | 2026-06-30 |
| 25 | VSS | Vanguard Intl Equity Index F | 7.9K | $1.2M | $1.2M | 0.72% | -- | 2026-06-30 |
← Scroll →
Page 1 of 3