§ 13F · FUND PROFILE
United Wealth Management, LLC.
AUM · $444M (13F)Positions · 24Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.78M | $167M | 37.7% | ±0% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 987K | $37M | 8.3% | +1% |
| 3 | DFGX | DIMENSIONAL ETF TRUST | 676K | $36M | 8.2% | +2% |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 904K | $35M | 7.9% | +1% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 788K | $33M | 7.4% | +2% |
| 6 | DFGP | DIMENSIONAL ETF TRUST | 449K | $24M | 5.5% | +6% |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | 367K | $22M | 4.9% | ±0% |
| 8 | DFAR | DIMENSIONAL ETF TRUST | 600K | $16M | 3.5% | +1% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 311K | $12M | 2.8% | ±0% |
| 10 | DIHP | DIMENSIONAL ETF TRUST | 347K | $12M | 2.7% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UNITED SIGNAL
AC read
United Wealth Management, LLC is a Other fund managing $444 million in assets. The fund runs a focused portfolio of just 24 positions.
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