§ 13F · FUND PROFILE
JDH Wealth Management, LLC.
AUM · $164M (13F)Positions · 61Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 479K | $21M | 12.9% | −1% |
| 2 | DFIV | DIMENSIONAL ETF TRUST | 288K | $16M | 9.5% | −1% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 218K | $15M | 9.3% | −2% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 213K | $12M | 7.1% | −2% |
| 5 | BSVO | EA SERIES TRUST | 350K | $10M | 6.2% | −7% |
| 6 | DFUS | DIMENSIONAL ETF TRUST | 111K | $9M | 5.5% | −2% |
| 7 | DFAS | DIMENSIONAL ETF TRUST | 98K | $8M | 4.9% | −1% |
| 8 | DFAU | DIMENSIONAL ETF TRUST | 138K | $7M | 4.3% | −5% |
| 9 | DFIC | DIMENSIONAL ETF TRUST | 182K | $7M | 4.1% | −2% |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | 105K | $6M | 3.8% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JDH SIGNAL
AC read
JDH Wealth Management, LLC is a Other fund managing $164 million in assets. The fund runs a portfolio of 61 positions.
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