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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 $444.4M. In the most recent quarter, they have increased their positions in DFGP (+24.5K shares, valued at $1.3M), DFGX (+15.7K shares, valued at $839.1K), DFAC (+12.4K shares, valued at $550.2K); decreased their positions in DFEM (-3.7K shares, valued at $150.2K), DEHP (-3.1K shares, valued at $132.4K), DFAX (-2.1K shares, valued at $77.1K).

1M P&L

-162.3K-0.04%

3M P&L

+1.3M+0.30%

HY P&L

+12.7M+2.95%

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/A443.5M

99.9%

2Airlines328.1K

0.1%

3Banks - Diversified315.5K

0.1%

Top Industries by Stock Count

1N/A21 stocks

91.3%

2Airlines1 stocks

4.3%

3Banks - Diversified1 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST3.8M shares0.33%2026-06-302026-07-23

DFIC DIMENSIONAL ETF TRUST986.8K shares0.74%2026-06-302026-07-23

DFGX DIMENSIONAL ETF TRUST676.1K shares2.37%2026-06-302026-07-23

DFSV DIMENSIONAL ETF TRUST904.3K shares0.57%2026-06-302026-07-23

DUHP DIMENSIONAL ETF TRUST788.4K shares1.69%2026-06-302026-07-23

DFGP DIMENSIONAL ETF TRUST448.5K shares5.77%2026-06-302026-07-23

VGIT VANGUARD SCOTTSDALE FDS366.7K shares0.30%2026-06-302026-07-23

DFAR DIMENSIONAL ETF TRUST600.5K shares0.97%2026-06-302026-07-23

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DISV DIMENSIONAL ETF TRUST310.7K shares-0.25%2026-06-302026-07-23

DIHP DIMENSIONAL ETF TRUST346.8K shares1.50%2026-06-302026-07-23

DFEM DIMENSIONAL ETF TRUST269.5K shares-1.35%2026-06-302026-07-23

DFCF DIMENSIONAL ETF TRUST229.6K shares1.79%2026-06-302026-07-23

DEHP DIMENSIONAL ETF TRUST168.4K shares-1.81%2026-06-302026-07-23

DFEV DIMENSIONAL ETF TRUST161.2K shares-0.79%2026-06-302026-07-23

DFNM DIMENSIONAL ETF TRUST138.3K shares3.79%2026-06-302026-07-23

DFAX DIMENSIONAL ETF TRUST89.1K shares-2.29%2026-06-302026-07-23

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DFSU DIMENSIONAL ETF TRUST53.3K shares2.98%2026-06-302026-07-23

DFSI DIMENSIONAL ETF TRUST15.2K shares2.34%2026-06-302026-07-23

VTV VANGUARD INDEX FDS2.6K shares0.00%2026-06-302026-07-23

VT VANGUARD INTL EQUITY INDEX F2.1K shares-0.14%2026-06-302026-07-23

UAL UNITED AIRLS HLDGS INC2.4K shares0.00%2026-06-302026-07-23

WFC WELLS FARGO & CO3.8K shares0.00%2026-06-302026-07-23

DFSE DIMENSIONAL ETF TRUST5.3K shares-0.85%2026-06-302026-07-23

ISHARES TR ISHARES TR323 shares0.00%2026-06-302026-07-23

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DFAC

DIMENSIONAL ETF TRUST

0.33%

Shares3.8M

Event2026-06-30

Filed2026-07-23

DFIC

DIMENSIONAL ETF TRUST

0.74%

Shares986.8K

Event2026-06-30

Filed2026-07-23

DFGX

DIMENSIONAL ETF TRUST

2.37%

Shares676.1K

Event2026-06-30

Filed2026-07-23

DFSV

DIMENSIONAL ETF TRUST

0.57%

Shares904.3K

Event2026-06-30

Filed2026-07-23

DUHP

DIMENSIONAL ETF TRUST

1.69%

Shares788.4K

Event2026-06-30

Filed2026-07-23

DFGP

DIMENSIONAL ETF TRUST

5.77%

Shares448.5K

Event2026-06-30

Filed2026-07-23

VGIT

VANGUARD SCOTTSDALE FDS

0.30%

Shares366.7K

Event2026-06-30

Filed2026-07-23

DFAR

DIMENSIONAL ETF TRUST

0.97%

Shares600.5K

Event2026-06-30

Filed2026-07-23

DISV

DIMENSIONAL ETF TRUST

-0.25%

Shares310.7K

Event2026-06-30

Filed2026-07-23

DIHP

DIMENSIONAL ETF TRUST

1.50%

Shares346.8K

Event2026-06-30

Filed2026-07-23

DFEM

DIMENSIONAL ETF TRUST

-1.35%

Shares269.5K

Event2026-06-30

Filed2026-07-23

DFCF

DIMENSIONAL ETF TRUST

1.79%

Shares229.6K

Event2026-06-30

Filed2026-07-23

DEHP

DIMENSIONAL ETF TRUST

-1.81%

Shares168.4K

Event2026-06-30

Filed2026-07-23

DFEV

DIMENSIONAL ETF TRUST

-0.79%

Shares161.2K

Event2026-06-30

Filed2026-07-23

DFNM

DIMENSIONAL ETF TRUST

3.79%

Shares138.3K

Event2026-06-30

Filed2026-07-23

DFAX

DIMENSIONAL ETF TRUST

-2.29%

Shares89.1K

Event2026-06-30

Filed2026-07-23

DFSU

DIMENSIONAL ETF TRUST

2.98%

Shares53.3K

Event2026-06-30

Filed2026-07-23

DFSI

DIMENSIONAL ETF TRUST

2.34%

Shares15.2K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-23

VANGUARD INTL EQUITY INDEX F

-0.14%

Shares2.1K

Event2026-06-30

Filed2026-07-23

UAL

UNITED AIRLS HLDGS INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-23

WFC

WELLS FARGO & CO

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-23

DFSE

DIMENSIONAL ETF TRUST

-0.85%

Shares5.3K

Event2026-06-30

Filed2026-07-23

ISHARES TR

0.00%

Shares323

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available