The Analysis of United Wealth Management, LLC's Holdings
Currently, United Wealth Management, LLC holds 23 types of securities in its portfolio with a total value $367.5M. In the most recent quarter, they have increased their positions in DFAC (+31.8K shares, valued at $1.2M), DFNM (+16.9K shares, valued at $809.3K), DFGP (+13.0K shares, valued at $724.4K); decreased their positions in DFAX (-1.1K shares, valued at $33.5K), DFCF (-630 shares, valued at $26.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST3.5M shares0.90%2025-09-302025-11-12
DFGX DIMENSIONAL ETF TRUST583.3K shares0.93%2025-09-302025-11-12 DFIC DIMENSIONAL ETF TRUST955.3K shares0.47%2025-09-302025-11-12 DUHP DIMENSIONAL ETF TRUST728.7K shares1.01%2025-09-302025-11-12 DFSV DIMENSIONAL ETF TRUST851.9K shares1.01%2025-09-302025-11-12 VGIT VANGUARD SCOTTSDALE FDS338.3K shares0.32%2025-09-302025-11-12 DFGP DIMENSIONAL ETF TRUST359.1K shares3.77%2025-09-302025-11-12 DFAR DIMENSIONAL ETF TRUST496.9K shares2.62%2025-09-302025-11-12 DISV DIMENSIONAL ETF TRUST302.8K shares0.02%2025-09-302025-11-12 DIHP DIMENSIONAL ETF TRUST323.1K shares0.74%2025-09-302025-11-12 DFCF DIMENSIONAL ETF TRUST209.3K shares-0.30%2025-09-302025-11-12 DFEM DIMENSIONAL ETF TRUST263.4K shares0.65%2025-09-302025-11-12 DFNM DIMENSIONAL ETF TRUST124.5K shares15.67%2025-09-302025-11-12 DEHP DIMENSIONAL ETF TRUST163.6K shares0.99%2025-09-302025-11-12 DFEV DIMENSIONAL ETF TRUST154.5K shares1.07%2025-09-302025-11-12 DFAX DIMENSIONAL ETF TRUST99.7K shares-1.06%2025-09-302025-11-12 DFSU DIMENSIONAL ETF TRUST52.0K shares0.00%2025-09-302025-11-12 DFSI DIMENSIONAL ETF TRUST14.9K shares0.00%2025-09-302025-11-12 UAL UNITED AIRLS HLDGS INC3.9K shares0.00%2025-09-302025-11-12 VT VANGUARD INTL EQUITY INDEX F2.4K shares0.00%2025-09-302025-11-12 WFC WELLS FARGO CO NEW3.8K shares0.00%2025-09-302025-11-12 IVV ISHARES TR356 shares10.22%2025-09-302025-11-12 DFSE DIMENSIONAL ETF TRUST5.4K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available