Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional ETF TrustUS CORE EQUITY 2 | US CORE EQUITY 2 | $18.8M | 12.7% |
| Dimensional ETF TrustINTERNATNAL VAL | INTERNATNAL VAL | $15.4M | 10.4% |
| Dimensional ETF TrustUS TARGETED VLU | US TARGETED VLU | $13.9M | 9.4% |
| Dimensional ETF TrustUS MKTWIDE VALUE | US MKTWIDE VALUE | $10.6M | 7.2% |
| EA Series TrustEA BRIDGEWAY OMN | EA BRIDGEWAY OMN | $9.52M | 6.4% |
| Dimensional ETF TrustUS EQUITY MARKET | US EQUITY MARKET | $8M | 5.4% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $7.06M | 4.8% |
| Dimensional ETF TrustINTL CORE EQUITY | INTL CORE EQUITY | $6.61M | 4.5% |
| Dimensional ETF TrustUS CORE EQT MKT | US CORE EQT MKT | $6.57M | 4.4% |
| Vanguard Scottsdale FdsINTER TERM TREAS | INTER TERM TREAS | $5.77M | 3.9% |
| Dimensional ETF TrustGLOBAL REAL EST | GLOBAL REAL EST | $4.7M | 3.2% |
| Dimensional ETF TrustINTL SMALL CAP V | INTL SMALL CAP V | $4.63M | 3.1% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $3.5M | 2.4% |
| Dimensional ETF TrustEMERGING MKTS CO | EMERGING MKTS CO | $3.28M | 2.2% |
| iShares TRMSCI USA VALUE | MSCI USA VALUE | $2.37M | 1.6% |
| Nvidia CorporationCOM | COM | $2.11M | 1.4% |
| Dimensional ETF TrustWORLD EX US CORE | WORLD EX US CORE | $1.89M | 1.3% |
| Dimensional ETF TrustEMGR CRE EQT MNG | EMGR CRE EQT MNG | $1.7M | 1.1% |
| Apple Inc.COM | COM | $1.58M | 1.1% |
| iShares TRCORE S&P TTL STK | CORE S&P TTL STK | $1.51M | 1.0% |
| iShares TRMSCI INTL VLU FT | MSCI INTL VLU FT | $1.41M | 0.9% |
| iShares TREAFE VALUE ETF | EAFE VALUE ETF | $1.39M | 0.9% |
| Dimensional ETF TrustSHORT DURATION F | SHORT DURATION F | $1.38M | 0.9% |
| Dimensional ETF TrustINTL SMALL CAP E | INTL SMALL CAP E | $1.31M | 0.9% |
| Vanguard Intl Equity Index FFTSE SMCAP ETF | FTSE SMCAP ETF | $1.16M | 0.8% |
| Vanguard Malvern FdsSTRM INFPROIDX | STRM INFPROIDX | $1.13M | 0.8% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $893K | 0.6% |
| Microsoft Corp.COM | COM | $714K | 0.5% |
| Dimensional ETF TrustNATL MUN BD ETF | NATL MUN BD ETF | $677K | 0.5% |
| Dimensional ETF TrustUS SMALL CAP VAL | US SMALL CAP VAL | $672K | 0.5% |
| Amazon Com Inc.COM | COM | $609K | 0.4% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $598K | 0.4% |
| Tesla Inc.COM | COM | $584K | 0.4% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $530K | 0.4% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $422K | 0.3% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $416K | 0.3% |
| JPMORGAN Chase & COCOM | COM | $408K | 0.3% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $388K | 0.3% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $370K | 0.2% |
| Meta Platforms Inc.CL A | CL A | $363K | 0.2% |
| Broadcom Inc.COM | COM | $333K | 0.2% |
| Johnson & JohnsonCOM | COM | $310K | 0.2% |
| American Centy ETF TRINTL SMCP VLU | INTL SMCP VLU | $309K | 0.2% |
| Eli Lilly & COCOM | COM | $274K | 0.2% |
| iShares Bitcoin Trust ETFSHS BEN INT | SHS BEN INT | $242K | 0.2% |
| Dimensional ETF TrustUS REAL ESTATE E | US REAL ESTATE E | $241K | 0.2% |
| Danaher Corp. DelCOM | COM | $240K | 0.2% |
| Rambus Inc. DelCOM | COM | $222K | 0.1% |
| Vanguard Intl Equity Index FTT WRLD ST ETF | TT WRLD ST ETF | $218K | 0.1% |
| State Str SPDR Dow Jones IndUT SER 1 | UT SER 1 | $216K | 0.1% |
Dimensional ETF TrustUS CORE EQUITY 2$18.8M
- Class
- US CORE EQUITY 2
- Share
- 12.7%
Dimensional ETF TrustINTERNATNAL VAL$15.4M
- Class
- INTERNATNAL VAL
- Share
- 10.4%
Dimensional ETF TrustUS TARGETED VLU$13.9M
- Class
- US TARGETED VLU
- Share
- 9.4%
Dimensional ETF TrustUS MKTWIDE VALUE$10.6M
- Class
- US MKTWIDE VALUE
- Share
- 7.2%
EA Series TrustEA BRIDGEWAY OMN$9.52M
- Class
- EA BRIDGEWAY OMN
- Share
- 6.4%
Dimensional ETF TrustUS EQUITY MARKET$8M
- Class
- US EQUITY MARKET
- Share
- 5.4%
Dimensional ETF TrustUS SMALL CAP ETF$7.06M
- Class
- US SMALL CAP ETF
- Share
- 4.8%
Dimensional ETF TrustINTL CORE EQUITY$6.61M
- Class
- INTL CORE EQUITY
- Share
- 4.5%
Dimensional ETF TrustUS CORE EQT MKT$6.57M
- Class
- US CORE EQT MKT
- Share
- 4.4%
Vanguard Scottsdale FdsINTER TERM TREAS$5.77M
- Class
- INTER TERM TREAS
- Share
- 3.9%
Dimensional ETF TrustGLOBAL REAL EST$4.7M
- Class
- GLOBAL REAL EST
- Share
- 3.2%
Dimensional ETF TrustINTL SMALL CAP V$4.63M
- Class
- INTL SMALL CAP V
- Share
- 3.1%
American Centy ETF TRUS SML CP VALU$3.5M
- Class
- US SML CP VALU
- Share
- 2.4%
Dimensional ETF TrustEMERGING MKTS CO$3.28M
- Class
- EMERGING MKTS CO
- Share
- 2.2%
iShares TRMSCI USA VALUE$2.37M
- Class
- MSCI USA VALUE
- Share
- 1.6%
Nvidia CorporationCOM$2.11M
- Class
- COM
- Share
- 1.4%
Dimensional ETF TrustWORLD EX US CORE$1.89M
- Class
- WORLD EX US CORE
- Share
- 1.3%
Dimensional ETF TrustEMGR CRE EQT MNG$1.7M
- Class
- EMGR CRE EQT MNG
- Share
- 1.1%
Apple Inc.COM$1.58M
- Class
- COM
- Share
- 1.1%
iShares TRCORE S&P TTL STK$1.51M
- Class
- CORE S&P TTL STK
- Share
- 1.0%
iShares TRMSCI INTL VLU FT$1.41M
- Class
- MSCI INTL VLU FT
- Share
- 0.9%
iShares TREAFE VALUE ETF$1.39M
- Class
- EAFE VALUE ETF
- Share
- 0.9%
Dimensional ETF TrustSHORT DURATION F$1.38M
- Class
- SHORT DURATION F
- Share
- 0.9%
Dimensional ETF TrustINTL SMALL CAP E$1.31M
- Class
- INTL SMALL CAP E
- Share
- 0.9%
Vanguard Intl Equity Index FFTSE SMCAP ETF$1.16M
- Class
- FTSE SMCAP ETF
- Share
- 0.8%
Vanguard Malvern FdsSTRM INFPROIDX$1.13M
- Class
- STRM INFPROIDX
- Share
- 0.8%
Dimensional ETF TrustINTL CORE EQT MK$893K
- Class
- INTL CORE EQT MK
- Share
- 0.6%
Microsoft Corp.COM$714K
- Class
- COM
- Share
- 0.5%
Dimensional ETF TrustNATL MUN BD ETF$677K
- Class
- NATL MUN BD ETF
- Share
- 0.5%
Dimensional ETF TrustUS SMALL CAP VAL$672K
- Class
- US SMALL CAP VAL
- Share
- 0.5%
Amazon Com Inc.COM$609K
- Class
- COM
- Share
- 0.4%
Vanguard Star FdsVG TL INTL STK F$598K
- Class
- VG TL INTL STK F
- Share
- 0.4%
Tesla Inc.COM$584K
- Class
- COM
- Share
- 0.4%
Alphabet Inc.CAP STK CL A$530K
- Class
- CAP STK CL A
- Share
- 0.4%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$422K
- Class
- VAN FTSE DEV MKT
- Share
- 0.3%
iShares TRCORE MSCI TOTAL$416K
- Class
- CORE MSCI TOTAL
- Share
- 0.3%
JPMORGAN Chase & COCOM$408K
- Class
- COM
- Share
- 0.3%
Taiwan Semiconductor ManufacSPONSORED ADS$388K
- Class
- SPONSORED ADS
- Share
- 0.3%
Alphabet Inc.CAP STK CL C$370K
- Class
- CAP STK CL C
- Share
- 0.2%
Meta Platforms Inc.CL A$363K
- Class
- CL A
- Share
- 0.2%
Broadcom Inc.COM$333K
- Class
- COM
- Share
- 0.2%
Johnson & JohnsonCOM$310K
- Class
- COM
- Share
- 0.2%
American Centy ETF TRINTL SMCP VLU$309K
- Class
- INTL SMCP VLU
- Share
- 0.2%
Eli Lilly & COCOM$274K
- Class
- COM
- Share
- 0.2%
iShares Bitcoin Trust ETFSHS BEN INT$242K
- Class
- SHS BEN INT
- Share
- 0.2%
Dimensional ETF TrustUS REAL ESTATE E$241K
- Class
- US REAL ESTATE E
- Share
- 0.2%
Danaher Corp. DelCOM$240K
- Class
- COM
- Share
- 0.2%
Rambus Inc. DelCOM$222K
- Class
- COM
- Share
- 0.1%
Vanguard Intl Equity Index FTT WRLD ST ETF$218K
- Class
- TT WRLD ST ETF
- Share
- 0.1%
State Str SPDR Dow Jones IndUT SER 1$216K
- Class
- UT SER 1
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 54 positions by value, with holdings of the same security combined. The 54 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2022512
- File number
- 028-24586
- Options
- 0 call, 0 put
- In the 25 largest
- 91.9%
Common questions
What are JDH Wealth Management’s 13F holdings worth?
$148 million across 54 positions for the quarter ended 31 March 2026.
What is JDH Wealth Management’s largest 13F holding?
DIMENSIONAL ETF TRUST (US CORE EQUITY 2) was the largest position at $18.8 million, or 12.7% of reported 13F value, as of 31 March 2026.
How concentrated is JDH Wealth Management’s 13F portfolio?
The ten largest positions accounted for 69.0% of reported value and the twenty-five largest for 91.9%, across 54 positions as of 31 March 2026.
Does Form 13F show everything JDH Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does JDH Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 31 March 2026.
Answered from this filing and the prior quarter's.