§ 13F · FUND PROFILE
JDH Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $130.6T (13F)Positions · 49Turnover · — · Q4Filed · Jan 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$214.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 497K | $19.7T | 13.5% | ±0% |
| 2 | DFIV | DIMENSIONAL ETF TRUST | 299K | $14.9T | 10.2% | −1% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 226K | $13.5T | 9.2% | ±0% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 224K | $10.4T | 7.2% | −1% |
| 5 | BSVO | EA SERIES TRUST | 382K | $8.9T | 6.1% | +1% |
| 6 | DFUS | DIMENSIONAL ETF TRUST | 114K | $8.4T | 5.8% | ±0% |
| 7 | DFAS | DIMENSIONAL ETF TRUST | 99K | $6.9T | 4.7% | ±0% |
| 8 | DFAU | DIMENSIONAL ETF TRUST | 144K | $6.7T | 4.6% | ±0% |
| 9 | DFIC | DIMENSIONAL ETF TRUST | 193K | $6.6T | 4.6% | −1% |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | 85K | $5.1T | 3.5% | +11% |
§ 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 $130581.8 trillion in assets. The fund runs a portfolio of 49 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed