The Analysis of JDH Wealth Management, LLC's Holdings
Currently, JDH Wealth Management, LLC holds 51 types of securities in its portfolio with a total value $140.9M. In the most recent quarter, they have increased their positions in VGIT (+12.8K shares, valued at $770.8K), BSVO (+22.1K shares, valued at $500.1K), DFGR (+11.5K shares, valued at $312.9K); decreased their positions in AAPL (-3.1K shares, valued at $778.9K), DFAT (-6.9K shares, valued at $400.3K), DFIV (-6.4K shares, valued at $296.6K); initiated new positions in RMBS (+2.6K shares, valued at $268.0K), F (+10.1K shares, valued at $121.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST496.6K shares0.07%2025-09-302025-10-30
DFIV DIMENSIONAL ETF TRUST301.4K shares-2.09%2025-09-302025-10-30 DFAT DIMENSIONAL ETF TRUST225.9K shares-2.95%2025-09-302025-10-30 DFUV DIMENSIONAL ETF TRUST225.5K shares-1.00%2025-09-302025-10-30 BSVO EA SERIES TRUST377.0K shares6.22%2025-09-302025-10-30 DFUS DIMENSIONAL ETF TRUST113.4K shares-2.48%2025-09-302025-10-30 DFAS DIMENSIONAL ETF TRUST99.8K shares-0.04%2025-09-302025-10-30 DFAU DIMENSIONAL ETF TRUST144.1K shares-1.13%2025-09-302025-10-30 DFIC DIMENSIONAL ETF TRUST194.0K shares2.70%2025-09-302025-10-30 VGIT VANGUARD SCOTTSDALE FDS76.6K shares20.14%2025-09-302025-10-30 DISV DIMENSIONAL ETF TRUST128.5K shares-1.20%2025-09-302025-10-30 DFGR DIMENSIONAL ETF TRUST155.8K shares7.94%2025-09-302025-10-30 AVUV AMERICAN CENTY ETF TR32.3K shares-3.98%2025-09-302025-10-30 DFEM DIMENSIONAL ETF TRUST99.5K shares10.21%2025-09-302025-10-30 NVDA NVIDIA CORPORATION11.8K shares0.00%2025-09-302025-10-30 VLUE ISHARES TR17.1K shares-4.01%2025-09-302025-10-30 DFAX DIMENSIONAL ETF TRUST57.5K shares-13.12%2025-09-302025-10-30 IVLU ISHARES TR46.8K shares-4.07%2025-09-302025-10-30 DFAE DIMENSIONAL ETF TRUST50.2K shares-1.83%2025-09-302025-10-30 ITOT ISHARES TR10.6K shares-9.07%2025-09-302025-10-30 AAPL APPLE INC6.1K shares-33.56%2025-09-302025-10-30 EFV ISHARES TR19.3K shares-1.59%2025-09-302025-10-30 DFIS DIMENSIONAL ETF TRUST38.3K shares0.70%2025-09-302025-10-30 DFSD DIMENSIONAL ETF TRUST25.1K shares17.13%2025-09-302025-10-30 VSS VANGUARD INTL EQUITY INDEX F8.0K shares0.00%2025-09-302025-10-30 VTIP VANGUARD MALVERN FDS19.3K shares21.97%2025-09-302025-10-30 DFAI DIMENSIONAL ETF TRUST25.4K shares0.00%2025-09-302025-10-30 MSFT MICROSOFT CORP1.4K shares4.37%2025-09-302025-10-30 TSLA TESLA INC1.6K shares-1.89%2025-09-302025-10-30 DFSV DIMENSIONAL ETF TRUST19.2K shares0.00%2025-09-302025-10-30 VXUS VANGUARD STAR FDS7.9K shares0.00%2025-09-302025-10-30 AMZN AMAZON COM INC2.5K shares1.33%2025-09-302025-10-30 IXUS ISHARES TR5.7K shares0.00%2025-09-302025-10-30 DFNM DIMENSIONAL ETF TRUST9.0K shares20.04%2025-09-302025-10-30 IBIT ISHARES BITCOIN TRUST ETF6.4K shares2.33%2025-09-302025-10-30 VEA VANGUARD TAX-MANAGED FDS6.6K shares0.00%2025-09-302025-10-30 META META PLATFORMS INC503 shares0.00%2025-09-302025-10-30 JPM JPMORGAN CHASE & CO.1.1K shares0.00%2025-09-302025-10-30 GOOGL ALPHABET INC1.5K shares1.74%2025-09-302025-10-30 AVDV AMERICAN CENTY ETF TR3.7K shares-11.50%2025-09-302025-10-30 GOOG ALPHABET INC1.3K shares1.54%2025-09-302025-10-30 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares0.00%2025-09-302025-10-30 DFAR DIMENSIONAL ETF TRUST12.0K shares0.02%2025-09-302025-10-30 RMBS RAMBUS INC DEL2.6K sharesnew addition2025-09-302025-10-30 AVGO BROADCOM INC810 shares0.00%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL504 shares-1.75%2025-09-302025-10-30 DHR DANAHER CORPORATION1.2K shares9.89%2025-09-302025-10-30 VT VANGUARD INTL EQUITY INDEX F1.6K shares0.19%2025-09-302025-10-30 DIA SPDR DOW JONES INDL AVERAGE466 shares0.00%2025-09-302025-10-30 VGSR MANAGER DIRECTED PORTFOLIOS16.4K shares-26.02%2025-09-302025-10-30 F FORD MTR CO10.1K sharesnew addition2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available