United Wealth Management, LLC Top Holdings and 13F Report (2025) About United Wealth Management, LLCInvestment ActivityUnited Wealth Management, LLC has $319.32 million in total holdings as of March 31, 2025.United Wealth Management, LLC owns shares of 21 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 8.14% of the portfolio was purchased this quarter.About 0.05% of the portfolio was sold this quarter.This quarter, United Wealth Management, LLC has purchased 21 new stocks and bought additional shares in 17 stocks.United Wealth Management, LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $113,353,056DIMENSIONAL ETF TRUST $30,891,173Dimensional International Core Equity 2 ETF $26,573,732Dimensional US High Profitability ETF $23,526,957Dimensional US Small Cap Value ETF $22,670,113 Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 294,232 shares (about $9.71M)DIMENSIONAL ETF TRUST 58,437 shares (about $3.12M)Dimensional US Small Cap Value ETF 97,536 shares (about $2.75M)Dimensional International Core Equity 2 ETF 93,429 shares (about $2.59M)Dimensional US High Profitability ETF 57,418 shares (about $1.90M) Largest Sales this Quarter Dimensional World ex U.S. Core Equity 2 ETF 3,196 shares (about $83.74K)Wells Fargo & Company 980 shares (about $70.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUnited Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$113,353,056$9,706,715 ▲9.4%3,435,98235.5%ETFDIMENSIONAL ETF TRUST$30,891,173$753,392 ▲2.5%591,2199.7%GLOBAL EX US CORDFICDimensional International Core Equity 2 ETF$26,573,732$2,594,524 ▲10.8%956,9228.3%ETFDUHPDimensional US High Profitability ETF$23,526,957$1,902,833 ▲8.8%709,9267.4%ETFDFSVDimensional US Small Cap Value ETF$22,670,113$2,745,637 ▲13.8%805,3337.1%ETFVGITVanguard Intermediate-Term Treasury Index ETF$20,794,155$149,035 ▲0.7%350,0706.5%ETFDIMENSIONAL ETF TRUST$17,979,462$3,122,289 ▲21.0%336,5055.6%GLOBAL CORE PLUSDFARDimensional US Real Estate ETF$11,404,060$916,856 ▲8.7%479,7673.6%ETFDFCFDimensional Core Fixed Income ETF$8,990,214$110,786 ▲1.2%213,7472.8%ETFDISVDimensional International Small Cap Value ETF$8,904,779$863,262 ▲10.7%305,7962.8%ETFDIHPDimensional International High Profitability ETF$8,657,240$886,217 ▲11.4%321,3532.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$6,893,611$664,912 ▲10.7%260,5302.2%ETFDFNMDimensional National Municipal Bond ETF$4,743,395$163,784 ▲3.6%99,7141.5%ETFDFEVDimensional Emerging Markets Value ETF$4,044,659$685,178 ▲20.4%149,5251.3%ETFDEHPDimensional Emerging Markets High Profitability ETF$3,974,852$704,370 ▲21.5%157,6071.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,731,072$83,736 ▼-3.0%104,2390.9%ETFDFSUDimensional US Sustainability Core 1 ETF$1,830,142$21,844 ▲1.2%51,1070.6%ETFDFSIDimensional International Sustainability Core 1 ETF$524,397$13,014 ▲2.5%15,0300.2%ETFVTVanguard Total World Stock ETF$283,8350.0%2,4480.1%ETFWFCWells Fargo & Company$274,094$70,354 ▼-20.4%3,8180.1%FinanceUALUnited Airlines$270,1930.0%3,9130.1%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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