JDH Wealth Management, LLC
Q2 2025 13F Holdings
- Locationsanta rosa, CA
- Num holdings
49
- Value ($000)
$130,582
- Date Filed08/01/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $17.78M | 14 % | 496,230 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $13.18M | 10 % | 307,839 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $12.56M | 10 % | 232,777 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $9.63M | 7 % | 227,770 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $7.80M | 6 % | 116,327 | ||
BSVO EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $7.23M | 6 % | 354,933 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $6.36M | 5 % | 99,811 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $6.17M | 5 % | 145,703 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $5.87M | 5 % | 188,850 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $4.28M | 3 % | 130,029 |
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