United Wealth Management, LLC
Q1 2025 13F Holdings
- Locationcharlottesville, VA
- Num holdings
21
- Value ($000)
$319,315
- Date Filed05/01/2025
- Form type13F-HR
- CIK0002055362
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $113.35M | 36 % | 3,435,982 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $30.89M | 10 % | 591,219 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $26.57M | 8 % | 956,922 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $23.53M | 7 % | 709,926 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $22.67M | 7 % | 805,333 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $20.79M | 7 % | 350,070 | ||
DFGP DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 | $17.98M | 6 % | 336,505 | ||
DFAR DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $11.40M | 4 % | 479,767 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $8.99M | 3 % | 213,747 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $8.90M | 3 % | 305,796 |
Rows Per Page
10
- 10
- 50
- 100