JDH Wealth Management, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002022512 · SANTA ROSA, CA

As of Sep 30, 2025, JDH Wealth Management, LLC reported 51 positions worth 40.9M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	496,598	9.2M	13.60%
DIMENSIONAL INTERNATIONAL VALUE ETF	DFIV	—	301,409	3.9M	9.87%
DIMENSIONAL US TARGETED VALUE ETF	DFAT	—	225,901	3.1M	9.33%
DIMENSIONAL US MARKETWIDE VALUE ETF	DFUV	—	225,483	0.1M	7.15%
EA SERIES TRUST	BSVO	—	377,011	$8.5M	6.06%
DIMENSIONAL US EQUITY MARKET ETF	DFUS	—	113,437	$8.2M	5.83%
DIMENSIONAL US SMALL CAP ETF	DFAS	—	99,767	$6.8M	4.85%
DIMENSIONAL US CORE EQUITY MARKET ETF	DFAU	—	144,058	$6.6M	4.68%
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	DFIC	—	193,954	$6.4M	4.51%
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	VGIT	—	76,604	$4.6M	3.26%
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	DISV	—	128,471	$4.6M	3.25%
DIMENSIONAL GLOBAL REAL ESTATE ETF	DFGR	—	155,833	$4.3M	3.02%
AVANTIS US SMALL CAP VALUE ETF	AVUV	—	32,277	$3.2M	2.28%
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	DFEM	—	99,525	$3.2M	2.27%
NVIDIA CORP	NVDA	Technology	11,833	$2.2M	1.57%
ISHARES MSCI USA VALUE FACTOR ETF	VLUE	—	17,122	$2.1M	1.52%
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF	DFAX	—	57,468	.8M	1.28%
ISHARES TR	IVLU	—	46,846	.7M	1.18%
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	DFAE	—	50,163	.6M	1.12%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF	ITOT	—	10,599	.5M	1.10%
APPLE INC	AAPL	Technology	6,057	.5M	1.09%
ISHARES MSCI EAFE VALUE ETF	EFV	—	19,310	.3M	0.93%
DIMENSIONAL INTERNATIONAL SMALL CAP ETF	DFIS	—	38,328	.2M	0.86%
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	DFSD	—	25,057	.2M	0.86%
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	VSS	—	7,951	.1M	0.80%