JDH Wealth Management, LLC ETF holdings
Santa Rosa, CA
Reported $151.8M in 38 ETFs in its Form 13F for June 30, 2026.
ETF value
$151.8M
ETFs held
38
Change from prior quarter
+9.4%
With price moves
ETFs as a share of its 13F
92.4%
of $164.3M
Top 10 of 38 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $21.2M | 478,822 | −6,207 shares |
| DFIV | Dimensional International Value ETF | $15.5M | 287,818 | −4,251 shares |
| DFAT | Dimensional U.S. Targeted Value ETF | $15.2M | 217,913 | −5,031 shares |
| DFUV | Dimensional US Marketwide Value ETF | $11.7M | 213,484 | −5,436 shares |
| BSVO | EA Bridgeway Omni Small-Cap Value ETF | $10.2M | 350,048 | −25,227 shares |
| DFUS | Dimensional U.S. Equity Market ETF | $9.1M | 110,958 | −1,810 shares |
| DFAS | Dimensional U.S. Small Cap ETF | $8.1M | 98,258 | −998 shares |
| DFAU | Dimensional US Core Equity Market ETF | $7.1M | 137,571 | −7,945 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $6.8M | 181,966 | −4,034 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $6.2M | 104,682 | +7,719 shares |
28 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002022512. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does JDH Wealth Management, LLC own?
JDH Wealth Management, LLC reported 38 ETF positions worth $151.8M in its Form 13F for June 30, 2026. The largest was DFAC, at $21.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.