United Wealth Management

United Wealth Management as of March 31, 2025

Portfolio Holdings for United Wealth Management

United Wealth Management holds 21 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 35.5 $113M 3.4M 32.99
Dimensional Etf Trust Global Ex Us Cor (DFGX) 9.7 $31M 591k 52.25
Dimensional Etf Trust Intl Core Equity (DFIC) 8.3 $27M 957k 27.77
Dimensional Etf Trust Us High Profitab (DUHP) 7.4 $24M 710k 33.14
Dimensional Etf Trust Us Small Cap Val (DFSV) 7.1 $23M 805k 28.15
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.5 $21M 350k 59.40
Dimensional Etf Trust Global Core Plus (DFGP) 5.6 $18M 337k 53.43
Dimensional Etf Trust Us Real Estate E (DFAR) 3.6 $11M 480k 23.77
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.8 $9.0M 214k 42.06
Dimensional Etf Trust Intl Small Cap V (DISV) 2.8 $8.9M 306k 29.12
Dimensional Etf Trust Intl High Profit (DIHP) 2.7 $8.7M 321k 26.94
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.2 $6.9M 261k 26.46
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.5 $4.7M 100k 47.57
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.3 $4.0M 150k 27.05
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.2 $4.0M 158k 25.22
Dimensional Etf Trust World Ex Us Core (DFAX) 0.9 $2.7M 104k 26.20
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $1.8M 51k 35.81
Dimensional Etf Trust International (DFSI) 0.2 $524k 15k 34.89
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $284k 2.4k 115.95
Wells Fargo & Company (WFC) 0.1 $274k 3.8k 71.79
Hldgs (UAL) 0.1 $270k 3.9k 69.05