Jdh Wealth Management, LLC New Holdings in Q4 2024

Jdh Wealth Management, LLC

  • $114 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
547K
New
$33.92 - $36.6 $18.6M - $20M
547K $18.9B
DFAT
Dimensional ETF Tr U S Target

ETFs
244K
New
$54.54 - $61.04 $13.3M - $14.9M
244K $13.6B
DFIV
Dimensional ETF Tr

ETFs
308K
New
$34.86 - $37.97 $10.8M - $11.7M
308K $10.9B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
211K
New
$40.38 - $44.35 $8.53M - $9.37M
211K $8.64B
DFUS
Dimensional ETF Tr U S Equity

ETFs
112K
New
$61.52 - $66.5 $6.87M - $7.43M
112K $7.12B
Ea Series Trust
304K
New
N/A
304K $6.58B
DFAS
Dimensional ETF Tr U S Small C

ETFs
90.3K
New
$63.58 - $71.15 $5.74M - $6.43M
90.3K $5.88B
DFIC
Dimensional ETF Tr Dimensional

ETFs
156K
New
$25.61 - $28.0 $4M - $4.38M
156K $4.04B
DFAU
Dimensional ETF Tr

ETFs
97.2K
New
$39.27 - $42.38 $3.82M - $4.12M
97.2K $3.93B
DISV
Dimensional ETF Tr Dimensional

ETFs
120K
New
$26.18 - $28.77 $3.13M - $3.44M
120K $3.18B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
106K
New
$26.16 - $28.82 $2.78M - $3.07M
106K $2.79B
AAPL
Apple Inc.

Technology
10.5K
New
$221.69 - $259.02 $2.32M - $2.71M
10.5K $2.62B
VGIT
Vanguard Intermediate Term Tre

ETFs
41.9K
New
$57.78 - $60.4 $2.42M - $2.53M
41.9K $2.43B
AVUV
American Centy ETF Tr Avantis

ETFs
23K
New
$94.37 - $106.41 $2.17M - $2.45M
23K $2.22B
DFAX
Dimensional ETF Tr
72.9K
New
$24.76 - $27.04 $1.81M - $1.97M
72.9K $1.81B
NVDA
Nvidia Corp

Technology
12.9K
New
$117.0 - $148.88 $1.51M - $1.92M
12.9K $1.74B
VLUE
Ishares Msci Usa Value Factor

ETFs
15.9K
New
$104.01 - $115.38 $1.65M - $1.83M
15.9K $1.68B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
47.3K
New
$26.65 - $29.34 $1.26M - $1.39M
47.3K $1.28B
EFV
Msci Eafe Value ETF

ETFs
19.7K
New
$51.78 - $57.15 $1.02M - $1.12M
19.7K $1.03B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
8.04K
New
$114.08 - $125.68 $917K - $1.01M
8.04K $921M
DFIS
Dimensional ETF Tr Dimensional

ETFs
37.2K
New
$24.25 - $26.7 $901K - $992K
37.2K $912M
AMZN
Amazon Com Inc

Consumer Cyclical
2.81K
New
$180.88 - $232.93 $507K - $653K
2.81K $615M
MSFT
Microsoft Corp

Technology
1.45K
New
$406.35 - $454.46 $589K - $659K
1.45K $611M
TSLA
Tesla, Inc.

Consumer Cyclical
1.45K
New
$213.65 - $479.86 $310K - $695K
1.45K $585M
XOM
Exxon Mobil Corp

Energy
5.31K
New
$105.51 - $125.37 $560K - $666K
5.31K $571M
DFSD
Dimensional ETF Tr Short Durat

ETFs
10.7K
New
$46.75 - $47.8 $500K - $511K
10.7K $501M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.88K
New
$58.88 - $64.8 $464K - $511K
7.88K $464M
DFAI
Dimensional ETF Tr

ETFs
14.5K
New
$29.0 - $31.6 $422K - $459K
14.5K $424M
IXUS
Ishares Tr

ETFs
6.4K
New
$65.95 - $72.56 $422K - $464K
6.4K $423M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.6K
New
$48.33 - $49.08 $416K - $422K
8.6K $416M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.59K
New
$124.26 - $134.12 $322K - $348K
2.59K $333M
AVDV
American Centy ETF Tr Avantis

ETFs
4.9K
New
$63.85 - $70.4 $313K - $345K
4.9K $319M
VEA
Vanguard Ftse Developed Market

ETFs
6.58K
New
$47.57 - $52.44 $313K - $345K
6.58K $315M
DHR
Danaher Corp

Healthcare
1.33K
New
$226.16 - $274.52 $300K - $364K
1.33K $304M
META
Meta Platforms, Inc.

Communication Services
519
New
$554.08 - $632.68 $288K - $328K
519 $304M
GOOGL
Alphabet Inc.

Communication Services
1.58K
New
$161.86 - $196.66 $255K - $310K
1.58K $299M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.51K
New
$81.68 - $82.93 $287K - $291K
3.51K $288M
DFAR
Dimensional ETF Tr Dimensional

ETFs
12.4K
New
$22.72 - $25.76 $281K - $318K
12.4K $288M
Manager Directed Portfolios
28.1K
New
N/A
28.1K $285M
JPM
Jpmorgan Chase & CO

Financial Services
1.13K
New
$205.18 - $250.29 $232K - $283K
1.13K $271M
VT
Vanguard Total World Stk Index

ETFs
2.04K
New
$117.09 - $123.07 $238K - $250K
2.04K $239M
GOOG
Alphabet Inc.

Communication Services
1.21K
New
$163.08 - $198.16 $198K - $241K
1.21K $231M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.09K
New
$172.07 - $207.36 $188K - $227K
1.09K $216M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
4.33K
New
$47.65 - $48.6 $207K - $211K
4.33K $207M
F
Ford Motor CO

Consumer Cyclical
10.5K
New
$9.69 - $11.4 $102K - $120K
10.5K $104M
Activity Summary
Buys All Purchases 46 New Holdings 46 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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