JDH Wealth Management, LLC: 13F holdings
CIK 20225122026Q2
| Positions | 61 |
|---|
| Reported value | $164.3m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 61 (+7 vs prior quarter) |
|---|
| Reported value | $164.3m (+10.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 478,822 | $21.2m | 12.9% |
| DFIV DIMENSIONAL ETF TRUST | 287,818 | $15.5m | 9.5% |
| DIMENSIONAL ETF TRUST | 217,913 | $15.2m | 9.3% |
| YM=F DIMENSIONAL ETF TRUST | 213,484 | $11.7m | 7.1% |
| BSVO EA SERIES TRUST | 350,048 | $10.2m | 6.2% |
| DFUS DIMENSIONAL ETF TRUST | 110,958 | $9.1m | 5.5% |
| DIMENSIONAL ETF TRUST | 98,258 | $8.1m | 4.9% |
| PAVE DIMENSIONAL ETF TRUST | 137,571 | $7.1m | 4.3% |
| DFIC DIMENSIONAL ETF TRUST | 181,966 | $6.8m | 4.1% |
| VGIT VANGUARD SCOTTSDALE FDS | 104,682 | $6.2m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2022512")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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