Jdh Wealth Management, LLC Top Holdings and 13F Report (2025) About Jdh Wealth Management, LLCInvestment ActivityJdh Wealth Management, LLC has $130.58 million in total holdings as of June 30, 2025.Jdh Wealth Management, LLC owns shares of 49 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 8.09% of the portfolio was purchased this quarter.About 4.38% of the portfolio was sold this quarter.This quarter, Jdh Wealth Management, LLC has purchased 47 new stocks and bought additional shares in 20 stocks.Jdh Wealth Management, LLC sold shares of 19 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $17,784,880Dimensional International Value ETF $13,184,763Dimensional U.S. Targeted Value ETF $12,560,624Dimensional US Marketwide Value ETF $9,630,114Dimensional U.S. Equity ETF $7,796,238 Largest New Holdings this Quarter 25434V302 - Dimensional Emerging Core Equity Market ETF $1,479,258 Holding25434V815 - Dimensional US Small Cap Value ETF $564,526 Holding874039100 - Taiwan Semiconductor Manufacturing $247,554 Holding11135F101 - Broadcom $223,277 Holding02079K107 - Alphabet $219,431 Holding Largest Purchases this Quarter Dimensional Emerging Core Equity Market ETF 51,097 shares (about $1.48M)iShares Core S&P Total U.S. Stock Market ETF 9,252 shares (about $1.25M)Dimensional US Core Equity Market ETF 27,725 shares (about $1.17M)EA Bridgeway Omni Small-Cap Value ETF 56,273 shares (about $1.15M)Vanguard Intermediate-Term Treasury ETF 10,869 shares (about $650.07K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 40,838 shares (about $1.46M)Dimensional Emerging Markets Core Equity 2 ETF 30,050 shares (about $891.88K)Dimensional U.S. Targeted Value ETF 8,535 shares (about $460.55K)Apple 1,769 shares (about $362.95K)Dimensional National Municipal Bond ETF 7,012 shares (about $332.58K) 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$17,784,880$1,463,634 ▼-7.6%496,23013.6%ETFDFIVDimensional International Value ETF$13,184,763$26,769 ▼-0.2%307,83910.1%ETFDFATDimensional U.S. Targeted Value ETF$12,560,624$460,548 ▼-3.5%232,7779.6%ETFDFUVDimensional US Marketwide Value ETF$9,630,114$539,324 ▲5.9%227,7707.4%ETFDFUSDimensional U.S. Equity ETF$7,796,238$311,777 ▲4.2%116,3276.0%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$7,233,531$1,146,843 ▲18.8%354,9335.5%ETFDFASDimensional U.S. Small Cap ETF$6,358,969$335,115 ▲5.6%99,8114.9%ETFDFAUDimensional US Core Equity Market ETF$6,171,981$1,174,431 ▲23.5%145,7034.7%ETFDFICDimensional International Core Equity 2 ETF$5,871,333$388,842 ▲7.1%188,8504.5%ETFDISVDimensional International Small Cap Value ETF$4,279,244$260,515 ▲6.5%130,0293.3%ETFDFGRDimensional Global Real Estate ETF$3,873,579$162,026 ▲4.4%144,3753.0%ETFVGITVanguard Intermediate-Term Treasury ETF$3,813,637$650,070 ▲20.5%63,7632.9%ETFAVUVAvantis U.S. Small Cap Value ETF$3,062,235$239,137 ▲8.5%33,6142.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$2,680,214$891,881 ▼-25.0%90,3042.1%ETFVLUEiShares MSCI USA Value Factor ETF$2,019,440$221,212 ▲12.3%17,8381.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,942,700$126,643 ▼-6.1%66,1461.5%ETFAAPLApple$1,870,330$362,946 ▼-16.3%9,1161.4%Computer and TechnologyNVDANVIDIA$1,869,550$325,785 ▼-14.8%11,8331.4%Computer and TechnologyIVLUiShares MSCI Intl Value Factor ETF$1,606,150$48,940 ▲3.1%48,8341.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,574,026$1,249,390 ▲384.9%11,6561.2%ETFDFAEDimensional Emerging Core Equity Market ETF$1,479,258$1,479,258 ▲New Holding51,0971.1%ETFEFViShares MSCI EAFE Value ETF$1,245,541$2,412 ▼-0.2%19,6211.0%ETFDFISDimensional International Small Cap ETF$1,135,770$21,097 ▲1.9%38,0620.9%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,068,535$12,095 ▼-1.1%7,9510.8%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,027,078$327,524 ▲46.8%21,3930.8%ETFDFAIDimensional International Core Equity Market ETF$876,972$374,428 ▲74.5%25,3680.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$795,070$116,576 ▲17.2%15,8160.6%ManufacturingMSFTMicrosoft$682,944$126,342 ▼-15.6%1,3730.5%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$564,526$564,526 ▲New Holding19,1820.4%ETFAMZNAmazon.com$544,965$70,644 ▼-11.5%2,4840.4%Retail/WholesaleVXUSVanguard Total International Stock ETF$544,4290.0%7,8800.4%ETFTSLATesla$504,762$40,343 ▲8.7%1,5890.4%Auto/Tires/TrucksIXUSiShares Core MSCI Total International Stock ETF$440,899$53,653 ▼-10.8%5,7030.3%ManufacturingISHARES BITCOIN TRUST ETF$385,4390.0%6,2970.3%SHS BEN INTVEAVanguard FTSE Developed Markets ETF$375,2970.0%6,5830.3%ETFMETAMeta Platforms$371,259$84,142 ▼-18.5%5030.3%Computer and TechnologyDFNMDimensional National Municipal Bond ETF$356,247$332,579 ▼-48.3%7,5110.3%ETFAVDVAvantis International Small Cap Value ETF$334,482$55,179 ▼-14.2%4,2190.3%ETFJPMJPMorgan Chase & Co.$330,787$3,479 ▲1.1%1,1410.3%FinanceDFARDimensional US Real Estate ETF$282,115$7,883 ▼-2.7%12,0250.2%ETFGOOGLAlphabet$253,595$16,566 ▼-6.1%1,4390.2%Computer and TechnologyBRK.BBerkshire Hathaway$249,200$8,258 ▲3.4%5130.2%FinanceTSMTaiwan Semiconductor Manufacturing$247,554$247,554 ▲New Holding1,0930.2%Computer and TechnologyMANAGER DIRECTED PORTFOLIOS$232,3270.0%22,2110.2%VERT GLB SUST REAVGOBroadcom$223,277$223,277 ▲New Holding8100.2%Computer and TechnologyGOOGAlphabet$219,431$219,431 ▲New Holding1,2370.2%Computer and TechnologyDHRDanaher$213,738$7,111 ▼-3.2%1,0820.2%MedicalVTVanguard Total World Stock ETF$207,431$79,554 ▼-27.7%1,6140.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$205,343$205,343 ▲New Holding4660.2%FinanceXOMExxon Mobil$0$618,555 ▼-100.0%00.0%EnergyJNJJohnson & Johnson$0$247,931 ▼-100.0%00.0%MedicalSHYiShares 1-3 Year Treasury Bond ETF$0$246,222 ▼-100.0%00.0%ManufacturingFFord Motor$0$102,436 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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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