United Wealth Management, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$367.5B
Holdings
23
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 3,540,759 | $136.6B | 37.16% | |
| 2 | DFGXDIMENSIONAL ETF TRUST | 583,311 | $31.5B | 8.56% | |
| 3 | DFICDIMENSIONAL ETF TRUST | 955,303 | $31.3B | 8.52% | |
| 4 | DUHPDIMENSIONAL ETF TRUST | 728,727 | $27.5B | 7.49% | |
| 5 | DFSVDIMENSIONAL ETF TRUST | 851,923 | $27.1B | 7.38% | |
| 6 | VGITVANGUARD SCOTTSDALE FDS | 338,274 | $20.3B | 5.53% | |
| 7 | DFGPDIMENSIONAL ETF TRUST | 359,147 | $20.0B | 5.43% | |
| 8 | DFARDIMENSIONAL ETF TRUST | 496,897 | $11.9B | 3.22% | |
| 9 | DISVDIMENSIONAL ETF TRUST | 302,773 | $10.8B | 2.94% | |
| 10 | DIHPDIMENSIONAL ETF TRUST | 323,067 | $9.8B | 2.67% | |
| 11 | DFCFDIMENSIONAL ETF TRUST | 209,254 | $8.9B | 2.43% | |
| 12 | DFEMDIMENSIONAL ETF TRUST | 263,397 | $8.4B | 2.30% | |
| 13 | DFNMDIMENSIONAL ETF TRUST | 124,493 | $6.0B | 1.63% | |
| 14 | DEHPDIMENSIONAL ETF TRUST | 163,649 | $5.0B | 1.36% | |
| 15 | DFEVDIMENSIONAL ETF TRUST | 154,533 | $4.9B | 1.34% | |
| 16 | DFAXDIMENSIONAL ETF TRUST | 99,673 | $3.1B | 0.85% | |
| 17 | DFSUDIMENSIONAL ETF TRUST | 52,000 | $2.2B | 0.60% | |
| 18 | DFSIDIMENSIONAL ETF TRUST | 14,898 | $610.1M | 0.17% | |
| 19 | UALUNITED AIRLS HLDGS INC | 3,913 | $377.6M | 0.10% | |
| 20 | VTVANGUARD INTL EQUITY INDEX F | 2,448 | $337.3M | 0.09% | |
| 21 | WFCWELLS FARGO CO NEW | 3,818 | $320.0M | 0.09% | |
| 22 | IVVISHARES TR | 356 | $238.6M | 0.06% | |
| 23 | DFSEDIMENSIONAL ETF TRUST | 5,411 | $222.3M | 0.06% |