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JDH WEALTH MANAGEMENT, LLC
JDH WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30
JDH WEALTH MANAGEMENT, LLC runs JDH WEALTH MANAGEMENT, LLC and currently holds 61 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $164.33M. Their top holdings are DFAC, DFIV, DFAT, DFUV, DFUS. The top five represent 44.3% of reported portfolio weight. JDH WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, JDH WEALTH MANAGEMENT, LLC initiated 8 new positions. They added to 16 existing positions. They trimmed 26 positions. Their current best-performing preview position is RMBS with returns of +54.30%.
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61 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 12.93% | $34.59 | $45.61 | +31.86% | Trimmed -1.28% |
 DFIV DIMENSIONAL ETF TRUST | 9.46% | $35.48 | $58.30 | +64.30% | Trimmed -1.46% |
 DFAT DIMENSIONAL ETF TRUST | 9.27% | $55.66 | $71.70 | +28.82% | Trimmed -2.26% |
 DFUV DIMENSIONAL ETF TRUST | 7.15% | $41.00 | $57.42 | +40.05% | Trimmed -2.48% |
 DFUS DIMENSIONAL ETF TRUST | 5.53% | $63.89 | $83.66 | +30.94% | Trimmed -1.61% |
 DFAS DIMENSIONAL ETF TRUST | 4.92% | $64.78 | $83.03 | +28.17% | Trimmed -1.01% |
 DFAU DIMENSIONAL ETF TRUST | 4.33% | $40.61 | $53.04 | +30.60% | Trimmed -5.46% |
 DFIC DIMENSIONAL ETF TRUST | 4.13% | $26.57 | $39.39 | +48.25% | Trimmed -2.17% |
 VGIT VANGUARD SCOTTSDALE FDS | 3.76% | $58.99 | $58.32 | -1.14% | Added +7.96% |
 DFGR DIMENSIONAL ETF TRUST | 3.35% | $26.09 | $29.46 | +12.92% | Added +7.60% |
Showing 1-10 of 61