United Wealth Management, LLC
24 holdingsFiling period: 2026-03-31Current AUM: $439.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.76M | $146.2M | $167.4M | 38.12% | +152.8K | 2026-03-31 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 979.6K | $34.8M | $37.3M | 8.50% | +15.4K | 2026-03-31 |
| 3 | DFGX | DIMENSIONAL ETF TRUST | 660.4K | $34.6M | $34.5M | 7.85% | +29.5K | 2026-03-31 |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 899.2K | $31.5M | $35.7M | 8.12% | +15.3K | 2026-03-31 |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 775.3K | $28.5M | $31.9M | 7.27% | +26.0K | 2026-03-31 |
| 6 | DFGP | DIMENSIONAL ETF TRUST | 424.1K | $22.9M | $22.6M | 5.14% | +54.1K | 2026-03-31 |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | 365.6K | $21.8M | $21.3M | 4.86% | +1.9K | 2026-03-31 |
| 8 | DFAR | DIMENSIONAL ETF TRUST | 594.7K | $14.1M | $15.9M | 3.63% | +70.7K | 2026-03-31 |
| 9 | DISV | DIMENSIONAL ETF TRUST | 311.4K | $12.3M | $13.2M | 3.00% | +3.9K | 2026-03-31 |
| 10 | DIHP | DIMENSIONAL ETF TRUST | 341.6K | $11.0M | $11.8M | 2.69% | +7.7K | 2026-03-31 |
| 11 | DFCF | DIMENSIONAL ETF TRUST | 225.6K | $9.5M | $9.4M | 2.13% | +1.3K | 2026-03-31 |
| 12 | DFEM | DIMENSIONAL ETF TRUST | 273.2K | $9.4M | $10.3M | 2.35% | +4.8K | 2026-03-31 |
| 13 | DFNM | DIMENSIONAL ETF TRUST | 133.3K | $6.4M | $6.3M | 1.45% | +4.5K | 2026-03-31 |
| 14 | DFEV | DIMENSIONAL ETF TRUST | 162.4K | $5.8M | $6.4M | 1.47% | +2.9K | 2026-03-31 |
| 15 | DEHP | DIMENSIONAL ETF TRUST | 171.5K | $5.8M | $6.7M | 1.52% | +3.0K | 2026-03-31 |
| 16 | DFAX | DIMENSIONAL ETF TRUST | 91.2K | $3.1M | $3.3M | 0.76% | -6,661 | 2026-03-31 |
| 17 | DFSU | DIMENSIONAL ETF TRUST | 51.7K | $2.1M | $2.4M | 0.56% | +58 | 2026-03-31 |
| 18 | DFSI | DIMENSIONAL ETF TRUST | 14.8K | $627K | $679K | 0.15% | -94 | 2026-03-31 |
| 19 | VTV | VANGUARD INDEX FDS | 2.6K | $503K | $564K | 0.13% | -- | 2026-03-31 |
| 20 | WFC | WELLS FARGO & CO | 3.8K | $303K | $329K | 0.07% | -- | 2026-03-31 |
| 21 | VT | VANGUARD INTL EQUITY INDEX F | 2.1K | $296K | $334K | 0.08% | -306 | 2026-03-31 |
| 22 | DFSE | DIMENSIONAL ETF TRUST | 5.4K | $228K | $248K | 0.06% | -29 | 2026-03-31 |
| 23 | UAL | UNITED AIRLS HLDGS INC | 2.4K | $222K | $293K | 0.07% | -1,312 | 2026-03-31 |
| 24 | IVV | ISHARES TR | 323 | $211K | $242K | 0.06% | -33 | 2026-03-31 |
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