The Analysis of United Wealth Management, LLC's Holdings


Currently, United Wealth Management, LLC holds 24 types of securities in its portfolio with a total value $386.6M. In the most recent quarter, they have increased their positions in DFAC (+69.2K shares, valued at $2.7M), DFGX (+47.6K shares, valued at $2.5M), VGIT (+25.4K shares, valued at $1.5M); decreased their positions in DFAX (-1.9K shares, valued at $60.6K), UAL (-188 shares, valued at $21.0K), DFSU (-326 shares, valued at $14.2K); initiated new positions in VTV (+2.6K shares, valued at $490.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST3.6M shares1.95%2025-12-312026-02-11history
DFIC DIMENSIONAL ETF TRUST964.2K shares0.93%2025-12-312026-02-11history
DFGX DIMENSIONAL ETF TRUST630.9K shares8.15%2025-12-312026-02-11history
DFSV DIMENSIONAL ETF TRUST883.9K shares3.76%2025-12-312026-02-11history
DUHP DIMENSIONAL ETF TRUST749.3K shares2.83%2025-12-312026-02-11history
VGIT VANGUARD SCOTTSDALE FDS363.7K shares7.52%2025-12-312026-02-11history
DFGP DIMENSIONAL ETF TRUST370.0K shares3.02%2025-12-312026-02-11history
DFAR DIMENSIONAL ETF TRUST524.0K shares5.46%2025-12-312026-02-11history
Sponsored
DISV DIMENSIONAL ETF TRUST307.5K shares1.56%2025-12-312026-02-11history
DIHP DIMENSIONAL ETF TRUST333.9K shares3.35%2025-12-312026-02-11history
DFCF DIMENSIONAL ETF TRUST224.3K shares7.19%2025-12-312026-02-11history
DFEM DIMENSIONAL ETF TRUST268.4K shares1.91%2025-12-312026-02-11history
DFNM DIMENSIONAL ETF TRUST128.8K shares3.44%2025-12-312026-02-11history
DEHP DIMENSIONAL ETF TRUST168.5K shares2.96%2025-12-312026-02-11history
DFEV DIMENSIONAL ETF TRUST159.5K shares3.24%2025-12-312026-02-11history
DFAX DIMENSIONAL ETF TRUST97.8K shares-1.86%2025-12-312026-02-11history
Sponsored
DFSU DIMENSIONAL ETF TRUST51.7K shares-0.63%2025-12-312026-02-11history
DFSI DIMENSIONAL ETF TRUST14.9K shares0.00%2025-12-312026-02-11history
VTV VANGUARD INDEX FDS2.6K sharesnew addition2025-12-312026-02-11history
UAL UNITED AIRLS HLDGS INC3.7K shares-4.80%2025-12-312026-02-11history
WFC WELLS FARGO CO NEW3.8K shares0.00%2025-12-312026-02-11history
VT VANGUARD INTL EQUITY INDEX F2.4K shares0.00%2025-12-312026-02-11history
IVV ISHARES TR356 shares0.00%2025-12-312026-02-11history
DFSE DIMENSIONAL ETF TRUST5.4K shares0.00%2025-12-312026-02-11history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available