JDH Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), JDH Wealth Management, LLC reported 46 stock positions worth $114.0 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 16.6% of the portfolio, followed by Dimensional US Target Value (DFAT, 11.9%) and Dimensional International Va (DFIV, 9.6%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA ROSA, CA
- CIK
- 0002022512
- Portfolio Value
- $114.0M (Q4 2024)
- SEC Filing
- 0002022512-25-000002 ↗ filed Jan 22, 2025
Holdings Value
Holdings 46 stocks · $114.0M
| DFAC Dimensional US Core Equity 2 | 16.59% | 547,067 | $18.9M | — |
| DFAT Dimensional US Target Value | 11.92% | 244,124 | $13.6M | — |
| DFIV Dimensional International Va | 9.60% | 308,458 | $10.9M | — |
| DFUV Dimensional US Marketwide Va | 7.58% | 211,265 | $8.6M | — |
| DFUS Dimensional US Eq MKT ETF | 6.24% | 111,699 | $7.1M | — |
| BSVO EA Bridgeway Omni Sm-Cp Val | 5.77% | 304,082 | $6.6M | — |
| DFAS Dimensional US Small Cap ETF | 5.16% | 90,349 | $5.9M | — |
| DFIC Dimensional International Co. | 3.54% | 156,304 | $4.0M | — |
| DFAU Dimensional US Core Equity M | 3.45% | 97,155 | $3.9M | — |
| DISV Dimensional International SM | 2.79% | 119,638 | $3.2M | — |
| DFGR Dim Global Real Estate ETF | 2.76% | 123,233 | $3.1M | — |
| DFEM Dimensional Emrg MRKT Core | 2.44% | 106,390 | $2.8M | — |
| AAPL Apple Inc. | 2.30% | 10,478 | $2.6M | — |
| VGIT Vanguard Intermediate-Term T | 2.13% | 41,874 | $2.4M | — |
| AVUV Avantis US Small Cap Value | 1.95% | 23,042 | $2.2M | — |
| DFAX Dimensional World Ex US Core | 1.59% | 72,901 | $1.8M | — |
| NVDA Nvidia Corp. | 1.52% | 12,926 | $1.7M | — |
| VLUE iShares MSCI USA Value Facto | 1.47% | 15,884 | $1.7M | — |
| IVLU iShares MSCI International V | 1.13% | 47,346 | $1.3M | — |
| EFV iShares MSCI Eafe Value ETF | 0.90% | 19,659 | $1.0M | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.81% | 8,041 | $921K | — |
| DFIS Dimensional International SM | 0.80% | 37,158 | $912K | — |
| AMZN Amazon.com Inc. | 0.54% | 2,805 | $615K | — |
| MSFT Microsoft Corp. | 0.54% | 1,449 | $611K | — |
| TSLA Tesla Inc. | 0.51% | 1,449 | $585K | — |
| XOM Exxon Mobil Corp. | 0.50% | 5,310 | $571K | — |
| DFSD Dimensional Short Duration | 0.44% | 10,692 | $501K | — |
| VXUS Vanguard Total Intl Stock | 0.41% | 7,880 | $464K | — |
| DFAI Dimensional International Co. | 0.37% | 14,537 | $424K | — |
| IXUS iShares Core Intl Stock ETF | 0.37% | 6,397 | $423K | — |
| VTIP Vanguard Short-Term Tips | 0.37% | 8,601 | $416K | — |
| ITOT iShares Core S&P Total U.S. | 0.29% | 2,591 | $333K | — |
| AVDV Avantis Intl S/C Value ETF | 0.28% | 4,900 | $319K | — |
| VEA Vanguard Ftse Developed ETF | 0.28% | 6,583 | $315K | — |
| DHR Danaher Corp. | 0.27% | 1,326 | $304K | — |
| META Meta Platforms Inc. Class A | 0.27% | 519 | $304K | — |
| GOOGL Alphabet Inc. Class A | 0.26% | 1,578 | $299K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.25% | 3,510 | $288K | — |
| DFAR Dimensional US Real Est ETF | 0.25% | 12,360 | $288K | — |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.25% | 28,127 | $285K | — |
| JPM JPMorgan Chase & Co. | 0.24% | 1,129 | $271K | — |
| VT Vanguard Tot World STK ETF | 0.21% | 2,035 | $239K | — |
| GOOG Alphabet Inc. Class C | 0.20% | 1,214 | $231K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 1,093 | $216K | — |
| DFNM Dimensional National Muni BD | 0.18% | 4,334 | $207K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.09% | 10,529 | $104K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 61 | $164.3M | DFAC, DFIV, DFAT, DFUV, BSVO |
| Q1 2026 | 54 | $148.3M | DFAC, DFIV, DFAT, DFUV, BSVO |
| Q4 2025 | 51 | $145.9M | DFAC, DFIV, DFAT, DFUV, BSVO |
| Q3 2025 | 51 | $140.9M | DFAC, DFIV, DFAT, DFUV, BSVO |
| Q2 2025 | 49 | $130.6M | DFAC, DFIV, DFAT, DFUV, DFUS |
| Q1 2025 | 47 | $116.5M | DFAC, DFAT, DFIV, DFUV, DFUS |
| Q4 2024 | 46 | $114.0M | DFAC, DFAT, DFIV, DFUV, DFUS |