2026 Q2 Portfolio Activity
In 2026 Q2, United Wealth Management, LLC maintained a portfolio of 24 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 5.8%.
Position History
hover any row below to update
Loading…
Total Positions
24
Quarter
2026 Q2
Top Holding
DFAC (37.7%)
Top 10 Concentration
88.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-24 of 24
United Wealth Management, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 37.68% | 36.35% |
#1
Prev: #1
|
6.5 |
—
|
12,404 | 0.3% |
P
S
|
3,775,121 | $167,464,381 |
$34.33
+28.3%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | ||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 8.27% | 8.65% |
#2
Prev: #2
|
5.3 |
—
|
7,205 | 0.7% |
P
S
|
986,763 | $36,766,789 |
$25.33
+47.2%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | ||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 8.15% | 8.61% |
#3
Prev: #3
|
4.8 |
—
|
15,657 | 2.4% |
P
S
|
676,064 | $36,233,495 |
$50.46
+3.3%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | ||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 7.89% | 7.83% |
#4
Prev: #4
|
4.2 |
—
|
5,136 | 0.6% |
P
S
|
904,345 | $35,079,528 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 7.40% | 7.08% |
#5
Prev: #5
|
4.0 |
—
|
13,098 | 1.7% |
P
S
|
788,373 | $32,898,807 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 5.50% | 5.69% |
#6
Prev: #6
|
4.2 |
—
|
24,488 | 5.8% |
P
S
|
448,547 | $24,427,870 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 4.87% | 5.41% |
#7
Prev: #7
|
2.4 |
—
|
1,102 | 0.3% |
P
S
|
366,726 | $21,629,525 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
DFAR
DIMENSIONAL ETF...
|
ETF | 3.53% | 3.50% |
#8
Prev: #8
|
1.9 |
—
|
5,746 | 1.0% |
P
S
|
600,451 | $15,707,811 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 2.81% | 3.05% |
#9
Prev: #9
|
1.6 |
—
|
-763 | -0.2% |
P
S
|
310,662 | $12,466,878 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 2.66% | 2.74% |
#10
Prev: #10
|
1.6 |
—
|
5,135 | 1.5% |
P
S
|
346,764 | $11,833,308 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 2.46% | 2.35% |
#11
1
Prev: #12
|
1.5 |
—
|
-3,697 | -1.4% |
P
S
|
269,486 | $10,951,926 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 2.18% | 2.37% |
#12
1
Prev: #11
|
1.4 |
—
|
4,043 | 1.8% |
P
S
|
229,619 | $9,692,239 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
DEHP
DIMENSIONAL ETF...
|
ETF | 1.62% | 1.44% |
#13
2
Prev: #15
|
1.1 |
—
|
-3,096 | -1.8% |
P
S
|
168,388 | $7,201,941 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 1.55% | 1.44% |
#14
Prev: #14
|
1.1 |
—
|
-1,276 | -0.8% |
P
S
|
161,153 | $6,875,939 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 1.50% | 1.59% |
#15
2
Prev: #13
|
1.1 |
—
|
5,052 | 3.8% |
P
S
|
138,321 | $6,685,746 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.74% | 0.77% |
#16
Prev: #16
|
0.8 |
—
|
-2,092 | -2.3% |
P
S
|
89,067 | $3,281,244 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 0.56% | 0.53% |
#17
Prev: #17
|
0.7 |
—
|
1,541 | 3.0% |
P
S
|
53,273 | $2,484,120 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
DFSI
DIMENSIONAL ETF...
|
Bond/Debt | 0.15% | 0.16% |
#18
Prev: #18
|
0.6 |
—
|
347 | 2.3% |
P
S
|
15,151 | $683,310 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.13% | 0.13% |
#19
Prev: #19
|
1.1 |
—
|
no change | no change |
P
S
|
2,566 | $559,208 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.08% | 0.07% |
#20
1
Prev: #21
|
0.5 |
—
|
-3 | -0.1% |
P
S
|
2,139 | $335,702 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
UAL
UNITED AIRLS HL...
|
Industrials | 0.07% | 0.06% |
#21
2
Prev: #23
|
1.0 |
—
|
no change | no change |
P
S
|
2,413 | $328,144 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.07% | 0.08% |
#22
2
Prev: #20
|
1.0 |
—
|
no change | no change |
P
S
|
3,818 | $315,520 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
DFSE
DIMENSIONAL ETF...
|
ETF | 0.06% | 0.06% |
#23
1
Prev: #22
|
0.5 |
—
|
-46 | -0.9% |
P
S
|
5,336 | $260,821 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
IVV
ISHARES TR
|
ETF | 0.05% | 0.05% |
#24
Prev: #24
|
1.0 |
—
|
no change | no change |
P
S
|
323 | $242,244 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-23 |
Showing 1-24 of 24 holdings