JDH Wealth Management, LLC
Q1 2025 13F Holdings
- Locationsanta rosa, CA
- Num holdings
47
- Value ($000)
$116,547
- Date Filed05/05/2025
- Form type13F-HR
- CIK0002022512
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $17.72M | 15 % | 537,068 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $12.43M | 11 % | 241,312 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $12.14M | 10 % | 308,464 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $8.86M | 8 % | 215,014 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $6.75M | 6 % | 111,675 | ||
BSVO EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $5.81M | 5 % | 298,660 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $5.65M | 5 % | 94,551 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $4.90M | 4 % | 176,343 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $4.54M | 4 % | 117,978 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $3.63M | 3 % | 138,336 |
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