JDH Wealth Management, LLC
Q4 2024 13F Holdings
- Locationsanta rosa, CA
- Num holdings
46
- Value ($000)
$114,035
- Date Filed01/22/2025
- Form type13F-HR
- CIK0002022512
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $18.92M | 17 % | 547,067 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $13.59M | 12 % | 244,124 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $10.94M | 10 % | 308,458 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $8.64M | 8 % | 211,265 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $7.12M | 6 % | 111,699 | ||
BSVO EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $6.58M | 6 % | 304,082 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $5.88M | 5 % | 90,349 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $4.04M | 4 % | 156,304 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $3.93M | 3 % | 97,155 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $3.18M | 3 % | 119,638 |
Rows Per Page
1 - 10 of 4610
- 10
- 50
- 100