Jdh Wealth Management, LLC Incresed Positions in Q1 2025

Jdh Wealth Management, LLC

  • $117 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
6
+ 0.0%
$35.33 - $40.77 $212 - $245
308K $12.1B
DFIC
Dimensional ETF Tr Dimensional

ETFs
20K
+ 12.82%
$25.54 - $28.79 $512K - $577K
176K $4.9B
VGIT
Vanguard Intermediate Term Tre

ETFs
11K
+ 26.32%
$57.44 - $59.4 $633K - $655K
52.9K $3.14B
DFAU
Dimensional ETF Tr

ETFs
20.8K
+ 21.43%
$37.84 - $42.29 $788K - $881K
118K $4.54B
Dimensional ETF Trust
15.1K
+ 12.26%
N/A
138K $3.63B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
10.2K
+ 235.09%
$47.35 - $48.24 $482K - $492K
14.5K $691M
AVUV
American Centy ETF Tr Avantis

ETFs
7.95K
+ 34.49%
$84.95 - $100.62 $675K - $800K
31K $2.7B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
14K
+ 13.13%
$25.35 - $27.46 $354K - $383K
120K $3.18B
DISV
Dimensional ETF Tr Dimensional

ETFs
2.48K
+ 2.07%
$26.09 - $30.21 $64.6K - $74.8K
122K $3.56B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.9K
+ 56.92%
$48.43 - $49.9 $237K - $244K
13.5K $674M
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.88K
+ 36.28%
$46.74 - $47.55 $181K - $184K
14.6K $692M
DFIS
Dimensional ETF Tr Dimensional

ETFs
197
+ 0.53%
$23.92 - $26.89 $4.71K - $5.3K
37.4K $965M
META
Meta Platforms, Inc.

Communication Services
98
+ 18.88%
$576.36 - $736.67 $56.5K - $72.2K
617 $356M
AVDV
American Centy ETF Tr Avantis

ETFs
15
+ 0.31%
$63.74 - $71.96 $956 - $1.08K
4.92K $343M
VT
Vanguard Total World Stk Index

ETFs
198
+ 9.73%
$115.08 - $123.97 $22.8K - $24.5K
2.23K $259M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1
+ 0.01%
$22.35 - $24.52 $22.4 - $24.5
12.4K $294M
MSFT
Microsoft Corp

Technology
178
+ 12.28%
$375.39 - $447.2 $66.8K - $79.6K
1.63K $611M
AMZN
Amazon Com Inc

Consumer Cyclical
1
+ 0.04%
$190.26 - $242.06 $190 - $242
2.81K $534M
AAPL
Apple Inc.

Technology
407
+ 3.88%
$209.68 - $247.1 $85.3K - $101K
10.9K $2.42B
TSLA
Tesla, Inc.

Consumer Cyclical
13
+ 0.9%
$222.15 - $428.22 $2.89K - $5.57K
1.46K $379M
NVDA
Nvidia Corp

Technology
969
+ 7.5%
$106.98 - $149.43 $104K - $145K
13.9K $1.51B
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.2K
+ 4.65%
$58.81 - $68.2 $247K - $287K
94.6K $5.65B
Activity Summary
Buys All Purchases 26 New Holdings 3 Increased Positions 23 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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