Jdh Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Jdh Wealth Management, LLC

  • $131 Billion
  • Q2 2025
Number of Shares
144,375
Previous 138,336 4.37%
Holding current value
$3.87 Billion
Previous $3.63 Billion 6.63%
% of portfolio
2.97%
Previous 3.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Jdh Wealth Management, LLC Portfolio

Follow Jdh Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jdh Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jdh Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email