JDH Wealth Management, LLC
Q3 2025 13F Holdings
- Locationsanta rosa, CA
- Num holdings
51
- Value ($000)
$140,878
- Date Filed10/29/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $19.15M | 14 % | 496,598 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $13.90M | 10 % | 301,409 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $13.15M | 9 % | 225,901 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $10.08M | 7 % | 225,483 | ||
BSVO EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $8.54M | 6 % | 377,011 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $8.22M | 6 % | 113,437 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $6.83M | 5 % | 99,767 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $6.59M | 5 % | 144,058 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $6.36M | 5 % | 193,954 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $4.60M | 3 % | 76,604 |
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