United Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), United Wealth Management, LLC reported 21 stock positions worth $319.3 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 35.5% of the portfolio, followed by Dimsnl Intr CF in ETF-Usd (DFGX, 9.7%) and Dimensional International (DFIC, 8.3%). Compared with Q4 2024, it added to 17 and reduced 2. The biggest buy was Dimensional International (DFIC, shares +11%) and the biggest sale Dimensional World Ex US Core (DFAX, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Charlottesville, VA
- CIK
- 0002055362
- Portfolio Value
- $319.3M (Q1 2025)
- SEC Filing
- 0001667731-25-000570 ↗ filed May 1, 2025
Holdings Value
Holdings 21 stocks · $319.3M
| DFAC Dimensional US Core Equity 2 | 35.50% | 3,435,982 | $113.4M | Add +9.4% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 9.67% | 591,219 | $30.9M | Add +2.5% |
| DFIC Dimensional International Co. | 8.32% | 956,922 | $26.6M | Add +10.8% |
| DUHP Dimensional US High Profi Et | 7.37% | 709,926 | $23.5M | Add +8.8% |
| DFSV Dimensional US Small Cap Val | 7.10% | 805,333 | $22.7M | Add +13.8% |
| VGIT Vanguard Intermediate-Term T | 6.51% | 350,070 | $20.8M | Add +0.7% |
| DFGP Dimensional GLBL Core PL Fix | 5.63% | 336,505 | $18.0M | Add +21.0% |
| DFAR Dimensional US Real Est ETF | 3.57% | 479,767 | $11.4M | Add +8.7% |
| DFCF Dimensional Core Fixed Inc. | 2.82% | 213,747 | $9.0M | Add +1.3% |
| DISV Dimensional International SM | 2.79% | 305,796 | $8.9M | Add +10.7% |
| DIHP Dimensional International Hi | 2.71% | 321,353 | $8.7M | Add +11.4% |
| DFEM Dimensional Emrg MRKT Core | 2.16% | 260,530 | $6.9M | Add +10.7% |
| DFNM Dimensional National Muni BD | 1.49% | 99,714 | $4.7M | Add +3.6% |
| DFEV Dimensional Emrg MRKT Val | 1.27% | 149,525 | $4.0M | Add +20.4% |
| DEHP Dimensional Emrg MRK Hi Prof | 1.24% | 157,607 | $4.0M | Add +21.5% |
| DFAX Dimensional World Ex US Core | 0.86% | 104,239 | $2.7M | Reduce -3.0% |
| DFSU Dimensional US Sus CORE1 ETF | 0.57% | 51,107 | $1.8M | Add +1.2% |
| DFSI Dimensional Int Sus COR1 ETF | 0.16% | 15,030 | $524K | Add +2.5% |
| VT Vanguard Tot World STK ETF | 0.09% | 2,448 | $284K | No change |
| WFC Wells Fargo & Co. | 0.09% | 3,818 | $274K | Reduce -20.4% |
| UAL United Airlines Holdings Inc. | 0.08% | 3,913 | $270K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| DFIC Dimensional International Co. | Add +10.8% | 8.32% | +0.80 |
| DFGP Dimensional GLBL Core PL Fix | Add +21.0% | 5.63% | +0.68 |
| DISV Dimensional International SM | Add +10.7% | 2.79% | +0.32 |
| DIHP Dimensional International Hi | Add +11.4% | 2.71% | +0.26 |
| DFEV Dimensional Emrg MRKT Val | Add +20.4% | 1.27% | +0.17 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +21.5% | 1.24% | +0.16 |
| DFAR Dimensional US Real Est ETF | Add +8.7% | 3.57% | +0.11 |
| DFEM Dimensional Emrg MRKT Core | Add +10.7% | 2.16% | +0.08 |
| DFSI Dimensional Int Sus COR1 ETF | Add +2.5% | 0.16% | +0.00 |
| DUHP Dimensional US High Profi Et | Add +8.8% | 7.37% | −0.06 |
| DFNM Dimensional National Muni BD | Add +3.6% | 1.49% | −0.06 |
| DFSU Dimensional US Sus CORE1 ETF | Add +1.2% | 0.57% | −0.07 |
| DFCF Dimensional Core Fixed Inc. | Add +1.3% | 2.82% | −0.12 |
| DFSV Dimensional US Small Cap Val | Add +13.8% | 7.10% | −0.24 |
| VGIT Vanguard Intermediate-Term T | Add +0.7% | 6.51% | −0.28 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +2.5% | 9.67% | −0.50 |
| DFAC Dimensional US Core Equity 2 | Add +9.4% | 35.50% | −1.12 |
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 |