United Wealth Management, LLC
CIK 2055362 · Holdings on Sep 30, 2026 · First reported Oct 30, 2026
Top ten holdings
Q3 2026- DFAC44.65%
- DFIC9.95%
- DFGX9.39%
- DFGP6.44%
- VGIT5.63%
- DFAR3.86%
- DISV3.59%
- DIHP3.14%
- DFEM2.86%
- DFCF2.53%
Share classes counted separately92.04%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFACWeight increased · +6.97 pp37.68% → 44.65%Shares +21.15K (+0.56%)
- DFICWeight increased · +1.68 pp8.27% → 9.95%Shares +12.55K (+1.27%)
- DFGXWeight increased · +1.24 pp8.15% → 9.39%Shares +17.58K (+2.60%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 23
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US COR EQU 2 ETF View history and evidence | $168.74M | 44.65% | 3.80M shares | 37.68% → 44.65%+6.97 pp +21.15K (+0.56%) | Added | ↗▾ |
| 02 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $37.58M | 9.95% | 999.32K shares | 8.27% → 9.95%+1.68 pp +12.55K (+1.27%) | Added | ↗▾ |
| 03 | DFGXDIMSNL INTR CF IN ETF-USD ININTL COR FIX ETF View history and evidence | $35.47M | 9.39% | 693.64K shares | 8.15% → 9.39%+1.24 pp +17.58K (+2.60%) | Added | ↗▾ |
| 04 | DFGPDIMENSIONAL GLBL CORE PL FIXGLOB CO PLUS ETF View history and evidence | $24.35M | 6.44% | 468.93K shares | 5.50% → 6.44%+0.94 pp +20.39K (+4.54%) | Added | ↗▾ |
| 05 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $21.27M | 5.63% | 375.33K shares | 4.87% → 5.63%+0.76 pp +8.60K (+2.35%) | Added | ↗▾ |
| 06 | DFARDIMENSIONAL REAL ESTATE SECUREAL ESTATE SECU View history and evidence | $14.58M | 3.86% | 603.53K shares | Prior unavailable — | CUSIP change | ↗▾ |
| 07 | DISVDIMENSIONAL INTERNATIONAL SMINTL SMALL CAP V View history and evidence | $13.57M | 3.59% | 313.51K shares | 2.81% → 3.59%+0.78 pp +2.85K (+0.92%) | Added | ↗▾ |
| 08 | DIHPDIMENSIONAL INTERNATIONAL HIINTL HIGH PROFIT View history and evidence | $11.88M | 3.14% | 352.48K shares | 2.66% → 3.14%+0.48 pp +5.72K (+1.65%) | Added | ↗▾ |
| 09 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $10.82M | 2.86% | 272.33K shares | 2.46% → 2.86%+0.40 pp +2.85K (+1.06%) | Added | ↗▾ |
| 10 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXE IN ETF View history and evidence | $9.57M | 2.53% | 238.60K shares | 2.18% → 2.53%+0.35 pp +8.98K (+3.91%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DFSV DIMENSIONAL US SMALL CAP VAL | Non-derivative | -904,345 | -$35.08M | SEC filing ↗ | SEC filing ↗ |
| DUHP DIMENSIONAL US HIGH PROFI ET | Non-derivative | -788,373 | -$32.90M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2055362 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 30, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 377918665
}Take these holdings further.
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