JDH Wealth Management
JDH Wealth Management reported 59 stocks worth $165M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are Dimensional ETF Trust (13.4%), DFIV (9.8%) and Dimensional U S Targeted (8.6%). Compared with Q2 2026, the fund opened new positions in DFSV, V and CRWD, added to DFIV, DFIC and VGIT, trimmed DFUV, BSVO and DFUS and sold out of FIX, WDC and AMAT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $22.2M | 13.4% | 500K | +21K (+4%) | 8 of 8 | |
| 2 |  DFIV Dimensional ETF Trust | $16.2M | 9.8% | 289K | +1,538 (+1%) | 8 of 8 | |
| 3 | DIMENSIONAL U S TARGETED | $14.2M | 8.6% | 214K | −4,306 (−2%) | 8 of 8 | |
| 4 |  DFUV Dimensional US Marketwide Value ETF | $11.1M | 6.7% | 202K | −11K (−5%) | 8 of 8 | |
| 5 |  BSVO EA Series Trust | $9.8M | 5.9% | 349K | −764 (−0%) | 8 of 8 | |
| 6 |  DFUS Dimensional US Equity Market ETF | $9.2M | 5.5% | 111K | −323 (−0%) | 8 of 8 | |
| 7 |  DFIC Dimensional Intern Core | $7.3M | 4.4% | 194K | +12K (+7%) | 8 of 8 | |
| 8 | DIMENSIONAL U S SMALL CAP ETF | $7M | 4.3% | 91K | −7,527 (−8%) | 8 of 8 | |
| 9 |  DFAU Dimensional ETF Trust | $7M | 4.2% | 133K | −4,692 (−3%) | 8 of 8 | |
| 10 |  VGIT Vanguard Scottsdale Fds | $6.3M | 3.8% | 111K | +6,779 (+6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $629K | 16K |
 FIX Comfort Sys USA Inc | $297K | 150 |
DIMENSIONAL US REAL | $230K | 8,790 |
 WDC Western Digital Corp | $218K | 341 |
 AMAT Applied Matls Inc | $213K | 295 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →JDH Wealth Management 13F FAQ
What does JDH Wealth Management own?
JDH Wealth Management reported 59 stocks worth $165M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are Dimensional ETF Trust (13.4%), DFIV (9.8%) and Dimensional U S Targeted (8.6%). The table above lists every position in the filing (the top 10 without an account).
What did JDH Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 27 added to, 16 trimmed and 6 sold out. New positions include DFSV, V and CRWD. It sold all of FIX, WDC and AMAT.
When will JDH Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is JDH Wealth Management's portfolio worth?
The Q3 2026 filing reports $165M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.