Jdh Wealth Management, LLC Purchases in Q2 2025

Jdh Wealth Management, LLC

  • $131 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
27.7K
+ 23.5%
$34.04 - $42.36 $944K - $1.17M
146K $6.17B
DFAE
Dimensional ETF Tr

ETFs
51.1K
New
$22.87 - $28.95 $1.17M - $1.48M
51.1K $1.48B
Ea Series Trust
56.3K
+ 18.84%
N/A
355K $7.23B
ITOT
Ishares Core S&P Total U.S. St

ETFs
9.25K
+ 384.86%
$108.12 - $135.04 $1M - $1.25M
11.7K $1.57B
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.65K
+ 4.17%
$53.65 - $67.02 $250K - $312K
116K $7.8B
DFIC
Dimensional ETF Tr Dimensional

ETFs
12.5K
+ 7.09%
$24.94 - $31.15 $312K - $390K
189K $5.87B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
12.8K
+ 5.93%
$36.25 - $42.28 $462K - $539K
228K $9.63B
DISV
Dimensional ETF Tr Dimensional

ETFs
7.92K
+ 6.48%
$25.93 - $32.91 $205K - $261K
130K $4.28B
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.26K
+ 5.56%
$52.31 - $63.72 $275K - $335K
99.8K $6.36B
VGIT
Vanguard Intermediate Term Tre

ETFs
10.9K
+ 20.55%
$58.63 - $59.9 $637K - $651K
63.8K $3.81B
DFAI
Dimensional ETF Tr

ETFs
10.8K
+ 74.51%
$28.02 - $34.71 $303K - $376K
25.4K $877M
AVUV
American Centy ETF Tr Avantis

ETFs
2.63K
+ 8.47%
$75.17 - $91.21 $197K - $239K
33.6K $3.06B
DFSD
Dimensional ETF Tr Short Durat

ETFs
6.82K
+ 46.82%
$47.09 - $48.01 $321K - $328K
21.4K $1.03B
VLUE
Ishares Msci Usa Value Factor

ETFs
1.95K
+ 12.3%
$93.5 - $113.21 $183K - $221K
17.8K $2.02B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.09K
New
$141.37 - $228.57 $155K - $250K
1.09K $248M
Dimensional ETF Trust
6.04K
+ 4.37%
N/A
144K $3.87B
AVGO
Broadcom Inc.

Technology
810
New
$146.29 - $275.65 $118K - $223K
810 $223M
GOOG
Alphabet Inc.

Communication Services
1.24K
New
$146.58 - $180.01 $181K - $223K
1.24K $219M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
466
New
$376.48 - $440.65 $175K - $205K
466 $205M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.49K
+ 3.14%
$26.69 - $33.44 $39.7K - $49.8K
48.8K $1.61B
DFIS
Dimensional ETF Tr Dimensional

ETFs
707
+ 1.89%
$23.2 - $29.84 $16.4K - $21.1K
38.1K $1.14B
TSLA
Tesla, Inc.

Consumer Cyclical
127
+ 8.69%
$221.86 - $362.89 $28.2K - $46.1K
1.59K $505M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.32K
+ 17.18%
$49.57 - $50.27 $115K - $117K
15.8K $795M
JPM
Jpmorgan Chase & CO

Financial Services
12
+ 1.06%
$210.28 - $289.91 $2.52K - $3.48K
1.14K $331M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 3.43%
$483.48 - $539.8 $8.22K - $9.18K
513 $249M
Activity Summary
Buys All Purchases 26 New Holdings 6 Increased Positions 20 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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