As of the latest SEC filings, JAMES HALSTEAD PLC (JHD) is held by 18 institutional funds. The largest fund shareholder is WisdomTree International SmallCap Dividend Fund (DLS), holding an estimated $991,093.97 in market value, representing 0.10% of its portfolio.
Funds holding JAMES HALSTEAD PLC (JHD)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- JHD
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
DLS
WisdomTree International SmallCap Dividend Fund
|
ETF | WisdomTree | 0.10% | $991,093.97 | 623,709 | Mar 31, 2026 | Jun 1, 2026 |
|
-
THE UNITED KINGDOM SMALL COMPANY SERIES
|
ETF | Dimensional Fund Advisors | 0.04% | $659,243.25 | 355,751 | Apr 30, 2026 | Jun 24, 2026 |
|
FNDC
Schwab Fundamental International Small Equity ETF
|
ETF | Charles Schwab | 0.02% | $612,547.61 | 350,471 | Feb 28, 2026 | Apr 24, 2026 |
|
DDLS
WisdomTree Dynamic International SmallCap Equity Fund
|
ETF | WisdomTree | 0.10% | $435,189.97 | 273,871 | Mar 31, 2026 | Jun 1, 2026 |
|
DFE
WisdomTree Europe SmallCap Dividend Fund
|
ETF | WisdomTree | 0.20% | $313,724.31 | 197,431 | Mar 31, 2026 | Jun 1, 2026 |
|
DTH
WisdomTree International High Dividend Fund
|
ETF | WisdomTree | 0.05% | $286,450.15 | 180,267 | Mar 31, 2026 | Jun 1, 2026 |
|
DFIEX
INTERNATIONAL CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $223,022.80 | 120,351 | Apr 30, 2026 | Jun 24, 2026 |
|
DISMX
International Small Cap Growth Portfolio
|
MF | Dimensional Fund Advisors | 0.05% | $172,907.49 | 93,307 | Apr 30, 2026 | Jun 24, 2026 |
|
DDWM
WisdomTree Dynamic International Equity Fund
|
ETF | WisdomTree | 0.01% | $149,678.94 | 94,195 | Mar 31, 2026 | Jun 1, 2026 |
|
SFILX
Schwab Fundamental International Small Equity Index Fund
|
MF | Charles Schwab | 0.02% | $145,455.45 | 78,714 | Apr 30, 2026 | Jun 25, 2026 |
|
DFWIX
World ex U.S. Core Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $114,375.37 | 61,721 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Brighthouse/Dimensional International Small Company Portfolio
|
ETF | Independent / Boutique | 0.02% | $95,352.75 | 59,490 | Mar 31, 2026 | May 28, 2026 |
|
DFSPX
International Sustainability Core 1 Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $79,286.86 | 42,786 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Dimensional VA International Small Portfolio
|
ETF | Dimensional Fund Advisors | 0.02% | $78,434.43 | 42,326 | Apr 30, 2026 | Jun 24, 2026 |
|
DSCLX
International Social Core Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $70,449.41 | 38,017 | Apr 30, 2026 | Jun 24, 2026 |
|
PDN
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
|
ETF | Invesco | 0.01% | $34,399.28 | 18,589 | Apr 30, 2026 | Jun 29, 2026 |
|
-
LVIP Dimensional International Core Equity Fund
|
ETF | Independent / Boutique | 0.00% | $25,833.65 | 16,114 | Mar 31, 2026 | May 18, 2026 |
|
DWM
WisdomTree International Equity Fund
|
ETF | WisdomTree | 0.00% | $1,501.64 | 945 | Mar 31, 2026 | Jun 1, 2026 |
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