Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
United Wealth Management, LLC (CIK 2055362) reported $402.3M across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($146.2M, 36.35%), DFIC ($34.8M, 8.65%), DFGX ($34.6M, 8.61%), DFSV ($31.5M, 7.83%), DUHP ($28.5M, 7.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $146.2M | 36.35% | 3.8M | Added |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $34.8M | 8.65% | 979,558 | Added |
| 3 | DFGX | DIMENSIONAL ETF TRUST | $34.6M | 8.61% | 660,407 | Added |
| 4 | DFSV | DIMENSIONAL ETF TRUST | $31.5M | 7.83% | 899,209 | Added |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $28.5M | 7.08% | 775,275 | Added |
| 6 | DFGP | DIMENSIONAL ETF TRUST | $22.9M | 5.69% | 424,059 | Added |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | $21.8M | 5.41% | 365,624 | Added |
| 8 | DFAR | DIMENSIONAL ETF TRUST | $14.1M | 3.50% | 594,705 | Added |
| 9 | DISV | DIMENSIONAL ETF TRUST | $12.3M | 3.05% | 311,425 | Added |
| 10 | DIHP | DIMENSIONAL ETF TRUST | $11.0M | 2.74% | 341,629 | Added |
| 11 | DFCF | DIMENSIONAL ETF TRUST | $9.5M | 2.37% | 225,576 | Added |
| 12 | DFEM | DIMENSIONAL ETF TRUST | $9.4M | 2.35% | 273,183 | Added |
| 13 | DFNM | DIMENSIONAL ETF TRUST | $6.4M | 1.59% | 133,269 | Added |
| 14 | DFEV | DIMENSIONAL ETF TRUST | $5.8M | 1.44% | 162,429 | Added |
| 15 | DEHP | DIMENSIONAL ETF TRUST | $5.8M | 1.44% | 171,484 | Added |
| 16 | DFAX | DIMENSIONAL ETF TRUST | $3.1M | 0.77% | 91,159 | Trimmed |
| 17 | DFSU | DIMENSIONAL ETF TRUST | $2.1M | 0.53% | 51,732 | Added |
| 18 | DFSI | DIMENSIONAL ETF TRUST | $627,690 | 0.16% | 14,804 | Trimmed |
| 19 | VTV | VANGUARD INDEX FDS | $503,449 | 0.13% | 2,566 | Hold |
| 20 | WFC | WELLS FARGO & CO | $303,951 | 0.08% | 3,818 | Hold |
| 21 | VT | VANGUARD INTL EQUITY INDEX F | $296,269 | 0.07% | 2,142 | Trimmed |
| 22 | UAL | UNITED AIRLS HLDGS INC | $222,165 | 0.06% | 2,413 | Trimmed |
| 23 | DFSE | DIMENSIONAL ETF TRUST | $228,034 | 0.06% | 5,382 | Trimmed |
| 24 | IVV | ISHARES TR | $211,295 | 0.05% | 323 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31