United Wealth Management

United Wealth Management as of Dec. 31, 2024

Portfolio Holdings for United Wealth Management

United Wealth Management holds 21 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 36.6 $109M 3.1M 34.59
Dimensional Etf Trust Global Ex Us Cor (DFGX) 10.2 $30M 577k 52.32
Dimensional Etf Trust Intl Core Equity (DFIC) 7.5 $22M 864k 25.84
Dimensional Etf Trust Us High Profitab (DUHP) 7.4 $22M 653k 33.79
Dimensional Etf Trust Us Small Cap Val (DFSV) 7.3 $22M 708k 30.78
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.8 $20M 348k 58.00
Dimensional Etf Trust Global Core Plus (DFGP) 5.0 $15M 278k 52.83
Dimensional Etf Trust Us Real Estate E (DFAR) 3.5 $10M 441k 23.27
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.9 $8.7M 211k 41.27
Dimensional Etf Trust Intl Small Cap V (DISV) 2.5 $7.3M 276k 26.57
Dimensional Etf Trust Intl High Profit (DIHP) 2.5 $7.3M 289k 25.23
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.1 $6.2M 235k 26.19
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.5 $4.6M 96k 47.77
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.1 $3.3M 124k 26.21
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.1 $3.2M 130k 24.74
Dimensional Etf Trust World Ex Us Core (DFAX) 0.9 $2.7M 107k 24.86
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $1.9M 51k 37.90
Dimensional Etf Trust International (DFSI) 0.2 $482k 15k 32.85
Hldgs (UAL) 0.1 $380k 3.9k 97.10
Wells Fargo & Company (WFC) 0.1 $337k 4.8k 70.24
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $288k 2.4k 117.48