United Wealth Management, LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$296.7B
Holdings
21
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 3,141,750 | $108.7B | 36.62% | |
| 2 | DFGXDIMENSIONAL ETF TRUST | 576,800 | $30.2B | 10.17% | |
| 3 | DFICDIMENSIONAL ETF TRUST | 863,493 | $22.3B | 7.52% | |
| 4 | DUHPDIMENSIONAL ETF TRUST | 652,508 | $22.0B | 7.43% | |
| 5 | DFSVDIMENSIONAL ETF TRUST | 707,797 | $21.8B | 7.34% | |
| 6 | VGITVANGUARD SCOTTSDALE FDS | 347,561 | $20.2B | 6.79% | |
| 7 | DFGPDIMENSIONAL ETF TRUST | 278,068 | $14.7B | 4.95% | |
| 8 | DFARDIMENSIONAL ETF TRUST | 441,195 | $10.3B | 3.46% | |
| 9 | DFCFDIMENSIONAL ETF TRUST | 211,113 | $8.7B | 2.94% | |
| 10 | DISVDIMENSIONAL ETF TRUST | 276,151 | $7.3B | 2.47% | |
| 11 | DIHPDIMENSIONAL ETF TRUST | 288,457 | $7.3B | 2.45% | |
| 12 | DFEMDIMENSIONAL ETF TRUST | 235,401 | $6.2B | 2.08% | |
| 13 | DFNMDIMENSIONAL ETF TRUST | 96,271 | $4.6B | 1.55% | |
| 14 | DFEVDIMENSIONAL ETF TRUST | 124,195 | $3.3B | 1.10% | |
| 15 | DEHPDIMENSIONAL ETF TRUST | 129,678 | $3.2B | 1.08% | |
| 16 | DFAXDIMENSIONAL ETF TRUST | 107,435 | $2.7B | 0.90% | |
| 17 | DFSUDIMENSIONAL ETF TRUST | 50,497 | $1.9B | 0.64% | |
| 18 | DFSIDIMENSIONAL ETF TRUST | 14,657 | $481.5M | 0.16% | |
| 19 | UALUNITED AIRLS HLDGS INC | 3,913 | $380.0M | 0.13% | |
| 20 | WFCWELLS FARGO CO NEW | 4,798 | $337.0M | 0.11% | |
| 21 | VTVANGUARD INTL EQUITY INDEX F | 2,448 | $287.6M | 0.10% |