United Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), United Wealth Management, LLC reported 21 stock positions worth $296.7 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 36.6% of the portfolio, followed by Dimsnl Intr CF in ETF-Usd (DFGX, 10.2%) and Dimensional International (DFIC, 7.5%).
- Most Recent 13F
- Q2 2026
- Location
- Charlottesville, VA
- CIK
- 0002055362
- Portfolio Value
- $296.7M (Q4 2024)
- SEC Filing
- 0001667731-25-000231 ↗ filed Feb 10, 2025
Holdings Value
Holdings 21 stocks · $296.7M
| DFAC Dimensional US Core Equity 2 | 36.62% | 3,141,750 | $108.7M | — |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 10.17% | 576,800 | $30.2M | — |
| DFIC Dimensional International Co. | 7.52% | 863,493 | $22.3M | — |
| DUHP Dimensional US High Profi Et | 7.43% | 652,508 | $22.0M | — |
| DFSV Dimensional US Small Cap Val | 7.34% | 707,797 | $21.8M | — |
| VGIT Vanguard Intermediate-Term T | 6.79% | 347,561 | $20.2M | — |
| DFGP Dimensional GLBL Core PL Fix | 4.95% | 278,068 | $14.7M | — |
| DFAR Dimensional US Real Est ETF | 3.46% | 441,195 | $10.3M | — |
| DFCF Dimensional Core Fixed Inc. | 2.94% | 211,113 | $8.7M | — |
| DISV Dimensional International SM | 2.47% | 276,151 | $7.3M | — |
| DIHP Dimensional International Hi | 2.45% | 288,457 | $7.3M | — |
| DFEM Dimensional Emrg MRKT Core | 2.08% | 235,401 | $6.2M | — |
| DFNM Dimensional National Muni BD | 1.55% | 96,271 | $4.6M | — |
| DFEV Dimensional Emrg MRKT Val | 1.10% | 124,195 | $3.3M | — |
| DEHP Dimensional Emrg MRK Hi Prof | 1.08% | 129,678 | $3.2M | — |
| DFAX Dimensional World Ex US Core | 0.90% | 107,435 | $2.7M | — |
| DFSU Dimensional US Sus CORE1 ETF | 0.64% | 50,497 | $1.9M | — |
| DFSI Dimensional Int Sus COR1 ETF | 0.16% | 14,657 | $481K | — |
| UAL United Airlines Holdings Inc. | 0.13% | 3,913 | $380K | — |
| WFC Wells Fargo & Co. | 0.11% | 4,798 | $337K | — |
| VT Vanguard Tot World STK ETF | 0.10% | 2,448 | $288K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 24 | $444.4M | DFAC, DFIC, DFGX, DFSV, DUHP |
| Q1 2026 | 24 | $402.3M | DFAC, DFIC, DFGX, DFSV, DUHP |
| Q4 2025 | 24 | $386.6M | DFAC, DFIC, DFGX, DFSV, DUHP |
| Q3 2025 | 23 | $367.5M | DFAC, DFGX, DFIC, DUHP, DFSV |
| Q2 2025 | 24 | $344.4M | DFAC, DFGX, DFIC, DUHP, DFSV |
| Q1 2025 | 21 | $319.3M | DFAC, DFGX, DFIC, DUHP, DFSV |
| Q4 2024 | 21 | $296.7M | DFAC, DFGX, DFIC, DUHP, DFSV |