Filed: 10/30/2025ACC: 0002022512-25-000007
📋 What this filing means
JDH WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $140.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$140.88M
Total AUM (reported)
3.12M
Total Shares
Allocation by class
US CORE EQUITY 2$19.15M13.6%
INTERNATNAL VAL$13.90M9.9%
US TARGETED VLU$13.15M9.3%
US MKTWIDE VALUE$10.08M7.2%
EA BRIDGEWAY OMN$8.54M6.1%
US EQUITY MARKET$8.22M5.8%
COM$6.99M5.0%
Portfolio Concentration
Top 3$46.20M32.8%
4–10$51.21M36.4%
11–25$32.59M23.1%
Rest$10.87M7.7%
Top 3 weight
32.8%
Top 10 weight
69.2%
Voting Authority Distribution
Total shares with voting rights: 3.12M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.12M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings51
Rows:
DIMENSIONAL ETF TRUST
SOLEShares496.60K
TypeSH
Market value$19.15M
13.60%
Sole
0.00
Shared
0.00
None
496.60K
DIMENSIONAL ETF TRUST
SOLEShares301.41K
TypeSH
Market value$13.90M
9.87%
Sole
0.00
Shared
0.00
None
301.41K
DIMENSIONAL ETF TRUST
SOLEShares225.90K
TypeSH
Market value$13.15M
9.33%
Sole
0.00
Shared
0.00
None
225.90K
DIMENSIONAL ETF TRUST
SOLEShares225.48K
TypeSH
Market value$10.08M
7.15%
Sole
0.00
Shared
0.00
None
225.48K
EA SERIES TRUST
SOLEShares377.01K
TypeSH
Market value$8.54M
6.06%
Sole
0.00
Shared
0.00
None
377.01K
DIMENSIONAL ETF TRUST
SOLEShares113.44K
TypeSH
Market value$8.22M
5.83%
Sole
0.00
Shared
0.00
None
113.44K
DIMENSIONAL ETF TRUST
SOLEShares99.77K
TypeSH
Market value$6.83M
4.85%
Sole
0.00
Shared
0.00
None
99.77K
DIMENSIONAL ETF TRUST
SOLEShares144.06K
TypeSH
Market value$6.59M
4.68%
Sole
0.00
Shared
0.00
None
144.06K
DIMENSIONAL ETF TRUST
SOLEShares193.95K
TypeSH
Market value$6.36M
4.51%
Sole
0.00
Shared
0.00
None
193.95K
VANGUARD SCOTTSDALE FDS
SOLEShares76.60K
TypeSH
Market value$4.60M
3.26%
Sole
0.00
Shared
0.00
None
76.60K
DIMENSIONAL ETF TRUST
SOLEShares128.47K
TypeSH
Market value$4.59M
3.25%
Sole
0.00
Shared
0.00
None
128.47K
DIMENSIONAL ETF TRUST
SOLEShares155.83K
TypeSH
Market value$4.26M
3.02%
Sole
0.00
Shared
0.00
None
155.83K
AMERICAN CENTY ETF TR
SOLEShares32.28K
TypeSH
Market value$3.21M
2.28%
Sole
0.00
Shared
0.00
None
32.28K
DIMENSIONAL ETF TRUST
SOLEShares99.53K
TypeSH
Market value$3.19M
2.27%
Sole
0.00
Shared
0.00
None
99.53K
NVIDIA CORPORATION
SOLEShares11.83K
TypeSH
Market value$2.21M
1.57%
Sole
0.00
Shared
0.00
None
11.83K
ISHARES TR
SOLEShares17.12K
TypeSH
Market value$2.14M
1.52%
Sole
0.00
Shared
0.00
None
17.12K
DIMENSIONAL ETF TRUST
SOLEShares57.47K
TypeSH
Market value$1.80M
1.28%
Sole
0.00
Shared
0.00
None
57.47K
ISHARES TR
SOLEShares46.85K
TypeSH
Market value$1.66M
1.18%
Sole
0.00
Shared
0.00
None
46.85K
DIMENSIONAL ETF TRUST
SOLEShares50.16K
TypeSH
Market value$1.58M
1.12%
Sole
0.00
Shared
0.00
None
50.16K
ISHARES TR
SOLEShares10.60K
TypeSH
Market value$1.54M
1.10%
Sole
0.00
Shared
0.00
None
10.60K
APPLE INC
SOLEShares6.06K
TypeSH
Market value$1.54M
1.09%
Sole
0.00
Shared
0.00
None
6.06K
ISHARES TR
SOLEShares19.31K
TypeSH
Market value$1.31M
0.93%
Sole
0.00
Shared
0.00
None
19.31K
DIMENSIONAL ETF TRUST
SOLEShares38.33K
TypeSH
Market value$1.21M
0.86%
Sole
0.00
Shared
0.00
None
38.33K
DIMENSIONAL ETF TRUST
SOLEShares25.06K
TypeSH
Market value$1.21M
0.86%
Sole
0.00
Shared
0.00
None
25.06K
VANGUARD INTL EQUITY INDEX F
SOLEShares7.95K
TypeSH
Market value$1.13M
0.80%
Sole
0.00
Shared
0.00
None
7.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 496.60K | SH | $19.15M 13.60% | 0.00 | 0.00 | 496.60K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 301.41K | SH | $13.90M 9.87% | 0.00 | 0.00 | 301.41K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 225.90K | SH | $13.15M 9.33% | 0.00 | 0.00 | 225.90K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 225.48K | SH | $10.08M 7.15% | 0.00 | 0.00 | 225.48K |
EA SERIES TRUSTSOLE | EA BRIDGEWAY OMN | 377.01K | SH | $8.54M 6.06% | 0.00 | 0.00 | 377.01K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 113.44K | SH | $8.22M 5.83% | 0.00 | 0.00 | 113.44K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 99.77K | SH | $6.83M 4.85% | 0.00 | 0.00 | 99.77K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 144.06K | SH | $6.59M 4.68% | 0.00 | 0.00 | 144.06K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 193.95K | SH | $6.36M 4.51% | 0.00 | 0.00 | 193.95K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 76.60K | SH | $4.60M 3.26% | 0.00 | 0.00 | 76.60K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 128.47K | SH | $4.59M 3.25% | 0.00 | 0.00 | 128.47K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 155.83K | SH | $4.26M 3.02% | 0.00 | 0.00 | 155.83K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 32.28K | SH | $3.21M 2.28% | 0.00 | 0.00 | 32.28K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 99.53K | SH | $3.19M 2.27% | 0.00 | 0.00 | 99.53K |
NVIDIA CORPORATIONSOLE | COM | 11.83K | SH | $2.21M 1.57% | 0.00 | 0.00 | 11.83K |
ISHARES TRSOLE | MSCI USA VALUE | 17.12K | SH | $2.14M 1.52% | 0.00 | 0.00 | 17.12K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 57.47K | SH | $1.80M 1.28% | 0.00 | 0.00 | 57.47K |
ISHARES TRSOLE | MSCI INTL VLU FT | 46.85K | SH | $1.66M 1.18% | 0.00 | 0.00 | 46.85K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 50.16K | SH | $1.58M 1.12% | 0.00 | 0.00 | 50.16K |
ISHARES TRSOLE | CORE S&P TTL STK | 10.60K | SH | $1.54M 1.10% | 0.00 | 0.00 | 10.60K |
APPLE INCSOLE | COM | 6.06K | SH | $1.54M 1.09% | 0.00 | 0.00 | 6.06K |
ISHARES TRSOLE | EAFE VALUE ETF | 19.31K | SH | $1.31M 0.93% | 0.00 | 0.00 | 19.31K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 38.33K | SH | $1.21M 0.86% | 0.00 | 0.00 | 38.33K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 25.06K | SH | $1.21M 0.86% | 0.00 | 0.00 | 25.06K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 7.95K | SH | $1.13M 0.80% | 0.00 | 0.00 | 7.95K |
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