Jdh Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Jdh Wealth Management, LLC

  • $146 Billion
  • Q4 2025
Number of Shares
168,132
Previous 155,833 7.89%
Holding current value
$4.44 Billion
Previous $4.26 Billion 4.38%
% of portfolio
3.05%
Previous 3.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
BUY
N/A
12,299 Added 7.89%
168,132 $4.44 Billion
Q3 2025

Oct 29, 2025
BUY
N/A
11,458 Added 7.94%
155,833 $4.26 Billion
Q2 2025

Aug 01, 2025
BUY
N/A
6,039 Added 4.37%
144,375 $3.87 Billion
Q1 2025

May 02, 2025
BUY
N/A
15,103 Added 12.26%
138,336 $3.63 Billion
Q4 2024

Jan 22, 2025
BUY
N/A
123,233 New
123,233 $3.15 Billion
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