account_balance

Investment manager · 13F filer · SEC CIK 2022512

JDH Wealth Management, LLC

Reported value$165Mas of Sep 30, 2026
Positions59 3 new, 5 sold out
Top 10 weight66.7%DFAC alone is 13%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 13.4% Added +4%
DFIV Dimensional ETF Trust 9.8% Held
DFAT Dimensional ETF Trust 8.6% Held
DFUV Dimensional ETF Trust 6.7% Trimmed −5%
BSVO Ea Series Trust 5.9% Held
DFUS Dimensional ETF Trust 5.6% Held
DFIC Dimensional ETF Trust 4.4% Added +7%
DFAS Dimensional ETF Trust 4.2% Trimmed −8%
DFAU Dimensional ETF Trust 4.2% Trimmed −3%
VGIT Vanguard Scottsdale FDS 3.8% Added +6%
DISV Dimensional ETF Trust 3.2% Added +5%
DFGR Dimensional ETF Trust 3.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 22, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • AVUV −18%
  • ITOT −11%
  • DFAS −8%
  • DFUV −5%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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