Jdh Wealth Management, LLC Top Holdings and 13F Report (2025) About Jdh Wealth Management, LLCInvestment ActivityJdh Wealth Management, LLC has $116.55 million in total holdings as of March 31, 2025.Jdh Wealth Management, LLC owns shares of 47 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 5.17% of the portfolio was purchased this quarter.About 1.10% of the portfolio was sold this quarter.This quarter, Jdh Wealth Management, LLC has purchased 46 new stocks and bought additional shares in 23 stocks.Jdh Wealth Management, LLC sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $17,717,868Dimensional U.S. Targeted Value ETF $12,425,142Dimensional International Value ETF $12,141,142Dimensional US Marketwide Value ETF $8,860,726Dimensional U.S. Equity ETF $6,754,113 Largest New Holdings this Quarter 46438F101 - ISHARES BITCOIN TRUST ETF $294,763 Holding084670702 - Berkshire Hathaway $264,160 Holding478160104 - Johnson & Johnson $247,931 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 20,823 shares (about $800.43K)Avantis U.S. Small Cap Value ETF 7,947 shares (about $692.74K)Vanguard Intermediate-Term Treasury Index ETF 11,020 shares (about $654.59K)Dimensional International Core Equity 2 ETF 20,039 shares (about $556.48K)Dimensional National Municipal Bond ETF 10,189 shares (about $484.69K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 9,999 shares (about $329.87K)Dimensional U.S. Targeted Value ETF 2,812 shares (about $144.79K)EA Bridgeway Omni Small-Cap Value ETF 5,422 shares (about $105.40K)Dimensional World ex U.S. Core Equity 2 ETF 2,443 shares (about $64.01K)MANAGER DIRECTED PORTFOLIOS 5,916 shares (about $59.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJdh Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$17,717,868$329,867 ▼-1.8%537,06815.2%ETFDFATDimensional U.S. Targeted Value ETF$12,425,142$144,790 ▼-1.2%241,31210.7%ETFDFIVDimensional International Value ETF$12,141,142$236 ▲0.0%308,46410.4%ETFDFUVDimensional US Marketwide Value ETF$8,860,726$154,496 ▲1.8%215,0147.6%ETFDFUSDimensional U.S. Equity ETF$6,754,113$1,452 ▼0.0%111,6755.8%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$5,805,947$105,404 ▼-1.8%298,6605.0%ETFDFASDimensional U.S. Small Cap ETF$5,649,411$251,069 ▲4.7%94,5514.8%ETFDFICDimensional International Core Equity 2 ETF$4,897,044$556,483 ▲12.8%176,3434.2%ETFDFAUDimensional US Core Equity Market ETF$4,535,065$800,434 ▲21.4%117,9783.9%ETFDFGRDimensional Global Real Estate ETF$3,632,706$396,605 ▲12.3%138,3363.1%ETFDISVDimensional International Small Cap Value ETF$3,555,920$72,072 ▲2.1%122,1133.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,184,578$369,489 ▲13.1%120,3542.7%ETFVGITVanguard Intermediate-Term Treasury Index ETF$3,141,928$654,593 ▲26.3%52,8942.7%ETFAVUVAvantis U.S. Small Cap Value ETF$2,701,311$692,740 ▲34.5%30,9892.3%ETFAAPLApple$2,417,885$90,407 ▲3.9%10,8852.1%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$1,846,009$64,007 ▼-3.4%70,4581.6%ETFVLUEiShares MSCI USA Value Factor ETF$1,694,0290.0%15,8841.5%ETFNVDANVIDIA$1,505,970$105,022 ▲7.5%13,8951.3%Computer and TechnologyIVLUiShares MSCI Intl Value Factor ETF$1,435,0570.0%47,3461.2%ETFEFViShares MSCI EAFE Value ETF$1,158,7010.0%19,6591.0%ETFDFISDimensional International Small Cap ETF$965,253$5,090 ▲0.5%37,3550.8%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$929,5400.0%8,0410.8%ETFDFSDDimensional Short-Duration Fixed Income ETF$692,414$184,330 ▲36.3%14,5710.6%ETFDFNMDimensional National Municipal Bond ETF$690,859$484,691 ▲235.1%14,5230.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$673,500$244,310 ▲56.9%13,4970.6%ManufacturingXOMExxon Mobil$618,555$12,963 ▼-2.1%5,2010.5%EnergyMSFTMicrosoft$610,760$66,819 ▲12.3%1,6270.5%Computer and TechnologyAMZNAmazon.com$533,870$190 ▲0.0%2,8060.5%Retail/WholesaleVXUSVanguard Total International Stock ETF$489,3480.0%7,8800.4%ETFDFAIDimensional International Core Equity Market ETF$453,9910.0%14,5370.4%ETFIXUSiShares Core MSCI Total International Stock ETF$446,5750.0%6,3970.4%ManufacturingTSLATesla$378,892$3,369 ▲0.9%1,4620.3%Auto/Tires/TrucksMETAMeta Platforms$355,614$56,483 ▲18.9%6170.3%Computer and TechnologyAVDVAvantis International Small Cap Value ETF$342,772$1,046 ▲0.3%4,9150.3%ETFVEAVanguard FTSE Developed Markets ETF$334,6140.0%6,5830.3%ETFISHARES BITCOIN TRUST ETF$294,763$294,763 ▲New Holding6,2970.3%SHS BEN INTDFARDimensional US Real Estate ETF$293,812$24 ▲0.0%12,3610.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$293,312$22,816 ▼-7.2%2,4040.3%ETFJPMJPMorgan Chase & Co.$276,9440.0%1,1290.2%FinanceBRK.BBerkshire Hathaway$264,160$264,160 ▲New Holding4960.2%FinanceVTVanguard Total World Stock ETF$258,916$22,958 ▲9.7%2,2330.2%ETFJNJJohnson & Johnson$247,931$247,931 ▲New Holding1,4950.2%MedicalSHYiShares 1-3 Year Treasury Bond ETF$246,222$44,181 ▼-15.2%2,9760.2%ManufacturingGOOGLAlphabet$237,063$6,959 ▼-2.9%1,5330.2%Computer and TechnologyDHRDanaher$229,190$42,640 ▼-15.7%1,1180.2%MedicalMANAGER DIRECTED PORTFOLIOS$225,220$59,988 ▼-21.0%22,2110.2%VERT GLB SUST REFFord Motor$102,436$3,169 ▼-3.0%10,2130.1%Auto/Tires/TrucksGOOGAlphabet$0$231,194 ▼-100.0%00.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$0$215,857 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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