United Wealth Management, Llc Portfolio Stock Holdings
United Wealth Management, Llc disclosed 24 stock positions valued at approximately $402.3 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 24
- Portfolio Value
- $402.3M
Holdings by Sector
United Wealth Management, Llc Portfolio Holdings in Q1 2026
24 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 36.35% | 3,762,717 | +152,796 | +4.23% | $146,219,194 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 8.65% | 979,558 | +15,401 | +1.60% | $34,803,702 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 8.61% | 660,407 | +29,529 | +4.68% | $34,638,658 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 7.83% | 899,209 | +15,260 | +1.73% | $31,508,285 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 7.08% | 775,275 | +25,959 | +3.46% | $28,499,109 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 5.69% | 424,059 | +54,051 | +14.61% | $22,894,945 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 5.41% | 365,624 | +1,914 | +0.53% | $21,772,882 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 3.50% | 594,705 | +70,685 | +13.49% | $14,064,764 |
| DIMENSIONAL ETF TRUST | DISV | Other | 3.05% | 311,425 | +3,923 | +1.28% | $12,282,589 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 2.74% | 341,629 | +7,725 | +2.31% | $11,007,290 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.37% | 225,576 | +1,280 | +0.57% | $9,523,799 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 2.35% | 273,183 | +4,756 | +1.77% | $9,438,485 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 1.59% | 133,269 | +4,491 | +3.49% | $6,387,583 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 1.44% | 162,429 | +2,888 | +1.81% | $5,811,700 |
| DIMENSIONAL ETF TRUST | DEHP | Other | 1.44% | 171,484 | +2,987 | +1.77% | $5,794,461 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.77% | 91,159 | -6,661 | -6.81% | $3,096,683 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.53% | 51,732 | +58 | +0.11% | $2,125,668 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.16% | 14,804 | -94 | -0.63% | $627,690 |
| VANGUARD INDEX FDS | VTV | Other | 0.13% | 2,566 | - | - | $503,449 |
| WELLS FARGO & CO | WFC | Financial Services | 0.08% | 3,818 | - | - | $303,951 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.07% | 2,142 | -306 | -12.50% | $296,269 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.06% | 5,382 | -29 | -0.54% | $228,034 |
| UNITED AIRLS HLDGS INC | UAL | Industrials | 0.06% | 2,413 | -1,312 | -35.22% | $222,165 |
| ISHARES TR | IVV | Other | 0.05% | 323 | -33 | -9.27% | $211,295 |