United Wealth Management, LLC
Q2 2025 13F Holdings
- Locationcharlottesville, VA
- Num holdings
24
- Value ($000)
$344,440
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $125.76M | 37 % | 3,509,007 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $30.84M | 9 % | 577,940 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $29.56M | 9 % | 950,789 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $25.66M | 7 % | 721,458 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $24.82M | 7 % | 843,368 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $20.17M | 6 % | 337,201 | ||
DFGP DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 | $18.86M | 6 % | 346,111 | ||
DFAR DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $11.36M | 3 % | 484,195 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $9.96M | 3 % | 302,710 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $9.46M | 3 % | 320,686 |
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