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The Analysis of United Wealth Management, LLC's Holdings & P&L

Currently, United Wealth Management, LLC holds 24 types of securities in its portfolio with a total value $402.3M. In the most recent quarter, they have increased their positions in DFAC (+152.8K shares, valued at $5.9M), DFGP (+54.1K shares, valued at $2.9M), DFAR (+70.7K shares, valued at $1.7M); decreased their positions in DFAX (-6.7K shares, valued at $226.3K), UAL (-1.3K shares, valued at $120.8K), VT (-306 shares, valued at $42.3K).

1M P&L

+10.5M+2.47%

3M P&L

+10.2M+2.40%

HY P&L

+41.3M+10.49%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A401.7M

99.9%

2Banks - Diversified304.0K

0.1%

3Airlines222.2K

0.1%

Top Industries by Stock Count

1N/A22 stocks

91.7%

2Airlines1 stocks

4.2%

3Banks - Diversified1 stocks

4.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST3.8M shares4.23%2026-03-312026-05-04

DFIC DIMENSIONAL ETF TRUST979.6K shares1.60%2026-03-312026-05-04

DFGX DIMENSIONAL ETF TRUST660.4K shares4.68%2026-03-312026-05-04

DFSV DIMENSIONAL ETF TRUST899.2K shares1.73%2026-03-312026-05-04

DUHP DIMENSIONAL ETF TRUST775.3K shares3.46%2026-03-312026-05-04

DFGP DIMENSIONAL ETF TRUST424.1K shares14.61%2026-03-312026-05-04

VGIT VANGUARD SCOTTSDALE FDS365.6K shares0.53%2026-03-312026-05-04

DFAR DIMENSIONAL ETF TRUST594.7K shares13.49%2026-03-312026-05-04

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DISV DIMENSIONAL ETF TRUST311.4K shares1.28%2026-03-312026-05-04

DIHP DIMENSIONAL ETF TRUST341.6K shares2.31%2026-03-312026-05-04

DFCF DIMENSIONAL ETF TRUST225.6K shares0.57%2026-03-312026-05-04

DFEM DIMENSIONAL ETF TRUST273.2K shares1.77%2026-03-312026-05-04

DFNM DIMENSIONAL ETF TRUST133.3K shares3.49%2026-03-312026-05-04

DFEV DIMENSIONAL ETF TRUST162.4K shares1.81%2026-03-312026-05-04

DEHP DIMENSIONAL ETF TRUST171.5K shares1.77%2026-03-312026-05-04

DFAX DIMENSIONAL ETF TRUST91.2K shares-6.81%2026-03-312026-05-04

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DFSU DIMENSIONAL ETF TRUST51.7K shares0.11%2026-03-312026-05-04

DFSI DIMENSIONAL ETF TRUST14.8K shares-0.63%2026-03-312026-05-04

VTV VANGUARD INDEX FDS2.6K shares0.00%2026-03-312026-05-04

WFC WELLS FARGO & CO3.8K shares0.00%2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F2.1K shares-12.50%2026-03-312026-05-04

DFSE DIMENSIONAL ETF TRUST5.4K shares-0.54%2026-03-312026-05-04

UAL UNITED AIRLS HLDGS INC2.4K shares-35.22%2026-03-312026-05-04

IVV ISHARES TR323 shares-9.27%2026-03-312026-05-04

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DFAC

DIMENSIONAL ETF TRUST

4.23%

Shares3.8M

Event2026-03-31

Filed2026-05-04

DFIC

DIMENSIONAL ETF TRUST

1.60%

Shares979.6K

Event2026-03-31

Filed2026-05-04

DFGX

DIMENSIONAL ETF TRUST

4.68%

Shares660.4K

Event2026-03-31

Filed2026-05-04

DFSV

DIMENSIONAL ETF TRUST

1.73%

Shares899.2K

Event2026-03-31

Filed2026-05-04

DUHP

DIMENSIONAL ETF TRUST

3.46%

Shares775.3K

Event2026-03-31

Filed2026-05-04

DFGP

DIMENSIONAL ETF TRUST

14.61%

Shares424.1K

Event2026-03-31

Filed2026-05-04

VGIT

VANGUARD SCOTTSDALE FDS

0.53%

Shares365.6K

Event2026-03-31

Filed2026-05-04

DFAR

DIMENSIONAL ETF TRUST

13.49%

Shares594.7K

Event2026-03-31

Filed2026-05-04

DISV

DIMENSIONAL ETF TRUST

1.28%

Shares311.4K

Event2026-03-31

Filed2026-05-04

DIHP

DIMENSIONAL ETF TRUST

2.31%

Shares341.6K

Event2026-03-31

Filed2026-05-04

DFCF

DIMENSIONAL ETF TRUST

0.57%

Shares225.6K

Event2026-03-31

Filed2026-05-04

DFEM

DIMENSIONAL ETF TRUST

1.77%

Shares273.2K

Event2026-03-31

Filed2026-05-04

DFNM

DIMENSIONAL ETF TRUST

3.49%

Shares133.3K

Event2026-03-31

Filed2026-05-04

DFEV

DIMENSIONAL ETF TRUST

1.81%

Shares162.4K

Event2026-03-31

Filed2026-05-04

DEHP

DIMENSIONAL ETF TRUST

1.77%

Shares171.5K

Event2026-03-31

Filed2026-05-04

DFAX

DIMENSIONAL ETF TRUST

-6.81%

Shares91.2K

Event2026-03-31

Filed2026-05-04

DFSU

DIMENSIONAL ETF TRUST

0.11%

Shares51.7K

Event2026-03-31

Filed2026-05-04

DFSI

DIMENSIONAL ETF TRUST

-0.63%

Shares14.8K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-04

WFC

WELLS FARGO & CO

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-04

VANGUARD INTL EQUITY INDEX F

-12.50%

Shares2.1K

Event2026-03-31

Filed2026-05-04

DFSE

DIMENSIONAL ETF TRUST

-0.54%

Shares5.4K

Event2026-03-31

Filed2026-05-04

UAL

UNITED AIRLS HLDGS INC

-35.22%

Shares2.4K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

-9.27%

Shares323

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available