JW
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JDH Wealth Management, LLC13F | |
| JDH Wealth Management, LLC | |
| Last update 2025-05-05 | 47 Stocks (3 new) |
| Value $117.00 Mil | Turnover 5 % |
JDH Wealth Management, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 537,068 | 17,717.9 | -1.83% | 15.200 | -0.30% | 0.060 | +18.17% | +7.50% | 36,018.1 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 241,312 | 12,425.1 | -1.15% | 10.660 | -0.14% | 0.120 | +18.33% | +2.85% | 11,244.3 | ||
DFIV | Dimensional International Value ETF | 308,464 | 12,141.1 | 0% | 10.420 | 0% | 0.110 | +15.49% | +28.47% | 12,672.5 | ||
DFUV | Dimensional US Marketwide Value ETF | 215,014 | 8,860.7 | +1.77% | 7.600 | +0.13% | 0.080 | +13.14% | +7.21% | 11,902.3 | ||
DFUS | Dimensional U.S. Equity Market ETF | 111,675 | 6,754.1 | -0.02% | 5.800 | 0% | 0.050 | +19.14% | +8.51% | 15,968.9 | ||
BSVO |
EA Bridgeway Omni Small-Cap Value ETF
EA Bridgeway Omni Small-Cap Value ETF
| 298,660 | 5,805.9 | -1.78% | 4.980 | -0.10% | 0.430 | +21.31% | +1.25% | 1,615.6 | ||
DFAS | Dimensional U.S. Small Cap ETF | 94,551 | 5,649.4 | +4.65% | 4.850 | +0.22% | 0.060 | +17.92% | +2.76% | 10,776.8 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 176,343 | 4,897.0 | +12.82% | 4.200 | +0.48% | 0.060 | +14.99% | +25.78% | 9,993.9 | ||
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 117,978 | 4,535.1 | +21.43% | 3.890 | +0.69% | 0.060 | +18.96% | +8.15% | 8,822.9 | ||
DFGR | Dimensional Global Real Estate ETF | 138,336 | 3,632.7 | +12.26% | 3.120 | +0.34% | 0.150 | +7.52% | +8.44% | 2,627.9 |
JDH Wealth Management, LLC's Historical Top Holdings Breakdowns
JDH Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-03-31 | Add Add | +0.69% | 37.84 ($40.57) 42.31 | $43.57 | 7.39% | Add 21.43% | 117,978 | 20,823 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Add Add | +0.59% | 84.96 ($93.96) 100.71 | $96.59 | 2.80% | Add 34.49% | 30,989 | 7,947 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Add Add | +0.56% | 57.44 ($58.5) 59.4 | $59.32 | 1.40% | Add 26.32% | 52,894 | 11,020 | |
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 2025-03-31 | Add Add | +0.48% | 25.54 ($27.31) 28.8 | $31.96 | 17.03% | Add 12.82% | 176,343 | 20,039 | |
DFNM |
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
| 2025-03-31 | Add Add | +0.41% | 47.35 ($47.88) 48.24 | $47.18 | -1.46% | Add 235.09% | 14,523 | 10,189 | |
DFGR | Dimensional Global Real Estate ETF | 2025-03-31 | Add Add | +0.34% | 24.73 ($26.06) 26.89 | $27.46 | 5.37% | Add 12.26% | 138,336 | 15,103 | |
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 2025-03-31 | Add Add | +0.32% | 25.35 ($26.59) 27.46 | $30.71 | 15.49% | Add 13.13% | 120,354 | 13,964 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Reduce Reduce | -0.30% | 32.42 ($34.71) 36.1 | $36.98 | 6.54% | Reduce -1.83% | 537,068 | -9,999 | |
IBIT | ISHARES BITCOIN TR | 2025-03-31 | New Buy New Buy | +0.25% | 44.91 ($52.94) 60.42 | $67.29 | 27.11% | New holding | 6,297 | 6,297 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.23% | 442.66 ($486.15) 534.52 | $482.63 | -0.72% | New holding | 496 | 496 |
JDH Wealth Management, LLC Total Holding History ($B)
JDH Wealth Management, LLC's Asset Allocation
JDH Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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JDH Wealth Management, LLC's Hypothetical Growth since 2025-03-31
JDH Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
JDH Wealth Management, LLC's Holdings Heat Map
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JDH Wealth Management, LLC's Holdings Bubble Chart
JDH Wealth Management, LLC News
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