United Wealth Management

United Wealth Management as of June 30, 2025

Portfolio Holdings for United Wealth Management

United Wealth Management holds 24 positions in its portfolio as reported in the June 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) 36.5 $126M 3.5M 35.84
Dimensional Etf Trust Global Ex Us Cor (DFGX) 9.0 $31M 578k 53.36
Dimensional Etf Trust Intl Core Equity (DFIC) 8.6 $30M 951k 31.09
Dimensional Etf Trust Us High Profitab (DUHP) 7.4 $26M 722k 35.56
Dimensional Etf Trust Us Small Cap Val (DFSV) 7.2 $25M 843k 29.43
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.9 $20M 337k 59.81
Dimensional Etf Trust Global Core Plus (DFGP) 5.5 $19M 346k 54.49
Dimensional Etf Trust Us Real Estate E (DFAR) 3.3 $11M 484k 23.46
Dimensional Etf Trust Intl Small Cap V (DISV) 2.9 $10M 303k 32.91
Dimensional Etf Trust Intl High Profit (DIHP) 2.7 $9.5M 321k 29.49
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.6 $8.9M 210k 42.26
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.3 $7.8M 262k 29.68
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.5 $5.1M 108k 47.43
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.3 $4.6M 153k 29.99
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.3 $4.5M 162k 28.00
Dimensional Etf Trust World Ex Us Core (DFAX) 0.9 $3.0M 101k 29.37
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $2.0M 52k 39.25
Dimensional Etf Trust International (DFSI) 0.2 $587k 15k 39.41
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $315k 2.4k 128.52
Hldgs (UAL) 0.1 $312k 3.9k 79.63
Wells Fargo & Company (WFC) 0.1 $306k 3.8k 80.12
Microsoft Corporation (MSFT) 0.1 $207k 416.00 497.41
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $206k 5.4k 38.06
Ishares Tr Core S&p500 Etf (IVV) 0.1 $201k 323.00 621.80