United Wealth Management

United Wealth Management as of June 30, 2026

Portfolio Holdings for United Wealth Management

United Wealth Management holds 24 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 37.7 $168M 3.8M 44.36
Dimensional Etf Trust Intl Core Equity (DFIC) 8.3 $37M 987k 37.26
Dimensional Etf Trust Intl Cor Fix Etf (DFGX) 8.2 $36M 676k 53.59
Dimensional Etf Trust Us Small Cap Etf (DFSV) 7.9 $35M 904k 38.79
Dimensional Etf Trust Us High Prof Etf (DUHP) 7.4 $33M 788k 41.73
Dimensional Etf Trust Glob Co Plus Etf (DFGP) 5.5 $24M 449k 54.46
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.9 $22M 367k 58.98
Dimensional Etf Trust Us Real Esta Etf (DFAR) 3.5 $16M 601k 26.16
Dimensional Etf Trust Intl Small Cap V (DISV) 2.8 $13M 311k 40.13
Dimensional Etf Trust Intl High Profit (DIHP) 2.7 $12M 347k 34.12
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.5 $11M 270k 40.64
Dimensional Etf Trust Core Fixe In Etf (DFCF) 2.2 $9.7M 230k 42.21
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.6 $7.2M 168k 42.77
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.5 $6.9M 161k 42.67
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.5 $6.7M 138k 48.34
Dimensional Etf Trust World Ex Us Core (DFAX) 0.7 $3.3M 89k 36.84
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $2.5M 53k 46.63
Dimensional Etf Trust International (DFSI) 0.2 $683k 15k 45.10
Vanguard Index Fds Value Etf (VTV) 0.1 $559k 2.6k 217.93
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $336k 2.1k 156.94
Hldgs (UAL) 0.1 $328k 2.4k 135.99
Wells Fargo & Company (WFC) 0.1 $316k 3.8k 82.64
Dimensional Etf Trust Emer Mark Su Etf (DFSE) 0.1 $261k 5.3k 48.88
Ishares Tr Core S&p500 Etf (IVV) 0.1 $242k 323.00 749.98