United Wealth Management, LLC Q1 2025 Filing
Filed May 1, 2025
Portfolio Value
$319.3B
Holdings
21
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 3,435,982 | $113.4B | 35.50% | |
| 2 | DFGXDIMENSIONAL ETF TRUST | 591,219 | $30.9B | 9.67% | |
| 3 | DFICDIMENSIONAL ETF TRUST | 956,922 | $26.6B | 8.32% | |
| 4 | DUHPDIMENSIONAL ETF TRUST | 709,926 | $23.5B | 7.37% | |
| 5 | DFSVDIMENSIONAL ETF TRUST | 805,333 | $22.7B | 7.10% | |
| 6 | VGITVANGUARD SCOTTSDALE FDS | 350,070 | $20.8B | 6.51% | |
| 7 | DFGPDIMENSIONAL ETF TRUST | 336,505 | $18.0B | 5.63% | |
| 8 | DFARDIMENSIONAL ETF TRUST | 479,767 | $11.4B | 3.57% | |
| 9 | DFCFDIMENSIONAL ETF TRUST | 213,747 | $9.0B | 2.82% | |
| 10 | DISVDIMENSIONAL ETF TRUST | 305,796 | $8.9B | 2.79% | |
| 11 | DIHPDIMENSIONAL ETF TRUST | 321,353 | $8.7B | 2.71% | |
| 12 | DFEMDIMENSIONAL ETF TRUST | 260,530 | $6.9B | 2.16% | |
| 13 | DFNMDIMENSIONAL ETF TRUST | 99,714 | $4.7B | 1.49% | |
| 14 | DFEVDIMENSIONAL ETF TRUST | 149,525 | $4.0B | 1.27% | |
| 15 | DEHPDIMENSIONAL ETF TRUST | 157,607 | $4.0B | 1.24% | |
| 16 | DFAXDIMENSIONAL ETF TRUST | 104,239 | $2.7B | 0.86% | |
| 17 | DFSUDIMENSIONAL ETF TRUST | 51,107 | $1.8B | 0.57% | |
| 18 | DFSIDIMENSIONAL ETF TRUST | 15,030 | $524.4M | 0.16% | |
| 19 | VTVANGUARD INTL EQUITY INDEX F | 2,448 | $283.8M | 0.09% | |
| 20 | WFCWELLS FARGO CO NEW | 3,818 | $274.1M | 0.09% | |
| 21 | UALUNITED AIRLS HLDGS INC | 3,913 | $270.2M | 0.08% |