Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JDH Wealth Management, LLC (CIK 2022512) reported $164.3M across 61 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($21.2M, 12.93%), DFIV ($15.5M, 9.46%), DFAT ($15.2M, 9.27%), DFUV ($11.7M, 7.15%), BSVO ($10.2M, 6.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $21.2M | 12.93% | 478,822 | Trimmed |
| 2 | DFIV | DIMENSIONAL ETF TRUST | $15.5M | 9.46% | 287,818 | Trimmed |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $15.2M | 9.27% | 217,913 | Trimmed |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $11.7M | 7.15% | 213,484 | Trimmed |
| 5 | BSVO | EA SERIES TRUST | $10.2M | 6.22% | 350,048 | Trimmed |
| 6 | DFUS | DIMENSIONAL ETF TRUST | $9.1M | 5.53% | 110,958 | Trimmed |
| 7 | DFAS | DIMENSIONAL ETF TRUST | $8.1M | 4.92% | 98,258 | Trimmed |
| 8 | DFAU | DIMENSIONAL ETF TRUST | $7.1M | 4.33% | 137,571 | Trimmed |
| 9 | DFIC | DIMENSIONAL ETF TRUST | $6.8M | 4.13% | 181,966 | Trimmed |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $6.2M | 3.76% | 104,682 | Added |
| 11 | DFGR | DIMENSIONAL ETF TRUST | $5.5M | 3.35% | 190,149 | Added |
| 12 | DISV | DIMENSIONAL ETF TRUST | $4.7M | 2.85% | 116,833 | Trimmed |
| 13 | DFEM | DIMENSIONAL ETF TRUST | $3.9M | 2.35% | 94,943 | Added |
| 14 | AVUV | AMERICAN CENTY ETF TR | $3.8M | 2.34% | 30,806 | Trimmed |
| 15 | VLUE | ISHARES TR | $3.2M | 1.96% | 16,094 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $2.5M | 1.51% | 12,426 | Added |
| 17 | DFAX | DIMENSIONAL ETF TRUST | $2.0M | 1.19% | 53,045 | Trimmed |
| 18 | AAPL | APPLE INC | $1.9M | 1.16% | 6,580 | Added |
| 19 | DFAE | DIMENSIONAL ETF TRUST | $1.8M | 1.10% | 45,026 | Trimmed |
| 20 | ITOT | ISHARES TR | $1.7M | 1.05% | 10,476 | Trimmed |
| 21 | DFSD | DIMENSIONAL ETF TRUST | $1.7M | 1.01% | 34,705 | Added |
| 22 | EFV | ISHARES TR | $1.4M | 0.86% | 18,424 | Trimmed |
| 23 | DFIS | DIMENSIONAL ETF TRUST | $1.4M | 0.83% | 39,028 | Hold |
| 24 | VTIP | VANGUARD MALVERN FDS | $1.3M | 0.79% | 25,747 | Added |
| 25 | VSS | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.75% | 7,936 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30