Institutional Manager · CIK 0002022512
JDH Wealth Management, LLC
SANTA ROSA, CA · File #028-24586
Latest AUM
$145.9M
Positions
51
Top-10 Concentration
69.4%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 496,744 | $19.7M | 13.50% |
| 2 | DIMENSIONAL ETF TRUST | 25434V807 | 298,802 | $14.9M | 10.23% |
| 3 | DIMENSIONAL ETF TRUST | 25434V609 | 226,128 | $13.5M | 9.24% |
| 4 | DIMENSIONAL ETF TRUST | 25434V724 | 224,116 | $10.4M | 7.17% |
| 5 | EA SERIES TRUST | 02072L532 | 381,784 | $8.9M | 6.10% |
| 6 | DIMENSIONAL ETF TRUST | 25434V401 | 113,541 | $8.4M | 5.78% |
| 7 | DIMENSIONAL ETF TRUST | 25434V500 | 99,321 | $6.9M | 4.75% |
| 8 | DIMENSIONAL ETF TRUST | 25434V104 | 143,799 | $6.7M | 4.62% |
| 9 | DIMENSIONAL ETF TRUST | 25434V799 | 192,625 | $6.6M | 4.56% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C706 | 85,017 | $5.1M | 3.50% |
| 11 | DIMENSIONAL ETF TRUST | 25434V781 | 125,273 | $4.8M | 3.27% |
| 12 | DIMENSIONAL ETF TRUST | 25434V658 | 168,132 | $4.4M | 3.05% |
| 13 | AMERICAN CENTY ETF TR | 025072877 | 32,047 | $3.3M | 2.24% |
| 14 | DIMENSIONAL ETF TRUST | 25434V732 | 98,378 | $3.3M | 2.23% |
| 15 | ISHARES TR | 46432F388 | 16,683 | $2.3M | 1.57% |
| 16 | NVIDIA CORPORATION | NVDA | 11,833 | $2.2M | 1.51% |
| 17 | DIMENSIONAL ETF TRUST | 25434V880 | 57,269 | $1.9M | 1.29% |
| 18 | APPLE INC | AAPL | 6,117 | $1.7M | 1.14% |
| 19 | ISHARES TR | 46435G409 | 43,642 | $1.7M | 1.14% |
| 20 | DIMENSIONAL ETF TRUST | 25434V302 | 50,163 | $1.6M | 1.12% |