United Wealth Management, LLC
24 holdingsFiling period: 2026-06-30Current AUM: $442.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional ETF Trust | 3.78M | $167.5M | $170.0M | 38.45% | +12.4K | 2026-06-30 |
| 2 | DFIC | Dimensional ETF Trust | 986.8K | $36.8M | $37.0M | 8.37% | +7.2K | 2026-06-30 |
| 3 | DFGX | Dimensional ETF Trust | 676.1K | $36.2M | $34.9M | 7.88% | +15.7K | 2026-06-30 |
| 4 | DFSV | Dimensional ETF Trust | 904.3K | $35.1M | $35.2M | 7.96% | +5.1K | 2026-06-30 |
| 5 | DUHP | Dimensional ETF Trust | 788.4K | $32.9M | $33.5M | 7.58% | +13.1K | 2026-06-30 |
| 6 | DFGP | Dimensional ETF Trust | 448.5K | $24.4M | $23.6M | 5.33% | +24.5K | 2026-06-30 |
| 7 | VGIT | Vanguard Scottsdale Fds | 366.7K | $21.6M | $21.1M | 4.76% | +1.1K | 2026-06-30 |
| 8 | DFAR | Dimensional ETF Trust | 600.5K | $15.7M | $15.0M | 3.40% | +5.7K | 2026-06-30 |
| 9 | DISV | Dimensional ETF Trust | 310.7K | $12.5M | $13.2M | 2.98% | -763 | 2026-06-30 |
| 10 | DIHP | Dimensional ETF Trust | 346.8K | $11.8M | $11.8M | 2.68% | +5.1K | 2026-06-30 |
| 11 | DFEM | Dimensional ETF Trust | 269.5K | $11.0M | $10.0M | 2.26% | -3,697 | 2026-06-30 |
| 12 | DFCF | Dimensional ETF Trust | 229.6K | $9.7M | $9.4M | 2.12% | +4.0K | 2026-06-30 |
| 13 | DEHP | Dimensional ETF Trust | 168.4K | $7.2M | $6.2M | 1.40% | -3,096 | 2026-06-30 |
| 14 | DFEV | Dimensional ETF Trust | 161.2K | $6.9M | $6.4M | 1.46% | -1,276 | 2026-06-30 |
| 15 | DFNM | Dimensional ETF Trust | 138.3K | $6.7M | $6.5M | 1.47% | +5.1K | 2026-06-30 |
| 16 | DFAX | Dimensional ETF Trust | 89.1K | $3.3M | $3.2M | 0.73% | -2,092 | 2026-06-30 |
| 17 | DFSU | Dimensional ETF Trust | 53.3K | $2.5M | $2.6M | 0.58% | +1.5K | 2026-06-30 |
| 18 | DFSI | Dimensional ETF Trust | 15.2K | $683K | $684K | 0.15% | +347 | 2026-06-30 |
| 19 | VTV | Vanguard Index Fds | 2.6K | $559K | $581K | 0.13% | -- | 2026-06-30 |
| 20 | VT | Vanguard Intl Equity Index F | 2.1K | $335K | $334K | 0.08% | -3 | 2026-06-30 |
| 21 | UAL | United Airls Hldgs Inc | 2.4K | $328K | $246K | 0.06% | -- | 2026-06-30 |
| 22 | WFC | Wells Fargo & Co | 3.8K | $315K | $316K | 0.07% | -- | 2026-06-30 |
| 23 | DFSE | Dimensional ETF Trust | 5.3K | $260K | $239K | 0.05% | -46 | 2026-06-30 |
| 24 | IVV | iShares TR | 323 | $242K | $248K | 0.06% | -- | 2026-06-30 |
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