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 $148.3M across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($18.8M, 12.71%), DFIV ($15.4M, 10.39%), DFAT ($13.9M, 9.39%), DFUV ($10.6M, 7.15%), BSVO ($9.5M, 6.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $18.8M | 12.71% | 485,029 | Trimmed |
| 2 | DFIV | DIMENSIONAL ETF TRUST | $15.4M | 10.39% | 292,069 | Trimmed |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $13.9M | 9.39% | 222,944 | Trimmed |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $10.6M | 7.15% | 218,920 | Trimmed |
| 5 | BSVO | EA SERIES TRUST | $9.5M | 6.42% | 375,275 | Trimmed |
| 6 | DFUS | DIMENSIONAL ETF TRUST | $8.0M | 5.39% | 112,768 | Trimmed |
| 7 | DFAS | DIMENSIONAL ETF TRUST | $7.1M | 4.76% | 99,256 | Trimmed |
| 8 | DFIC | DIMENSIONAL ETF TRUST | $6.6M | 4.46% | 186,000 | Trimmed |
| 9 | DFAU | DIMENSIONAL ETF TRUST | $6.6M | 4.43% | 145,516 | Added |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $5.8M | 3.89% | 96,963 | Added |
| 11 | DFGR | DIMENSIONAL ETF TRUST | $4.7M | 3.17% | 176,715 | Added |
| 12 | DISV | DIMENSIONAL ETF TRUST | $4.6M | 3.12% | 117,458 | Trimmed |
| 13 | AVUV | AMERICAN CENTY ETF TR | $3.5M | 2.36% | 31,724 | Trimmed |
| 14 | DFEM | DIMENSIONAL ETF TRUST | $3.3M | 2.21% | 94,899 | Trimmed |
| 15 | VLUE | ISHARES TR | $2.4M | 1.60% | 16,683 | Hold |
| 16 | NVDA | NVIDIA CORPORATION | $2.1M | 1.42% | 12,073 | Added |
| 17 | DFAX | DIMENSIONAL ETF TRUST | $1.9M | 1.27% | 55,498 | Trimmed |
| 18 | DFAE | DIMENSIONAL ETF TRUST | $1.7M | 1.15% | 50,163 | Hold |
| 19 | AAPL | APPLE INC | $1.6M | 1.06% | 6,221 | Added |
| 20 | ITOT | ISHARES TR | $1.5M | 1.02% | 10,598 | Trimmed |
| 21 | IVLU | ISHARES TR | $1.4M | 0.95% | 35,440 | Trimmed |
| 22 | EFV | ISHARES TR | $1.4M | 0.93% | 18,641 | Trimmed |
| 23 | DFSD | DIMENSIONAL ETF TRUST | $1.4M | 0.93% | 28,793 | Added |
| 24 | DFIS | DIMENSIONAL ETF TRUST | $1.3M | 0.89% | 39,028 | Added |
| 25 | VSS | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.78% | 7,936 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31