United Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), United Wealth Management, LLC reported 24 stock positions worth $344.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 36.5% of the portfolio, followed by Dimsnl Intr CF in ETF-Usd (DFGX, 9.0%) and Dimensional International (DFIC, 8.6%). Compared with Q1 2025, it opened 3 new positions, added to 10 and reduced 8. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +2%) and the biggest sale Dimsnl Intr CF in ETF-Usd (DFGX, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Charlottesville, VA
- CIK
- 0002055362
- Portfolio Value
- $344.4M (Q2 2025)
- SEC Filing
- 0001667731-25-001114 ↗ filed Aug 13, 2025
Holdings Value
Holdings 24 stocks · $344.4M
| DFAC Dimensional US Core Equity 2 | 36.51% | 3,509,007 | $125.8M | Add +2.1% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 8.95% | 577,940 | $30.8M | Reduce -2.3% |
| DFIC Dimensional International Co. | 8.58% | 950,789 | $29.6M | Reduce -0.6% |
| DUHP Dimensional US High Profi Et | 7.45% | 721,458 | $25.7M | Add +1.6% |
| DFSV Dimensional US Small Cap Val | 7.21% | 843,368 | $24.8M | Add +4.7% |
| VGIT Vanguard Intermediate-Term T | 5.86% | 337,201 | $20.2M | Reduce -3.7% |
| DFGP Dimensional GLBL Core PL Fix | 5.48% | 346,111 | $18.9M | Add +2.9% |
| DFAR Dimensional US Real Est ETF | 3.30% | 484,195 | $11.4M | Add +0.9% |
| DISV Dimensional International SM | 2.89% | 302,710 | $10.0M | Reduce -1.0% |
| DIHP Dimensional International Hi | 2.75% | 320,686 | $9.5M | Reduce -0.2% |
| DFCF Dimensional Core Fixed Inc. | 2.58% | 209,884 | $8.9M | Reduce -1.8% |
| DFEM Dimensional Emrg MRKT Core | 2.25% | 261,685 | $7.8M | Add +0.4% |
| DFNM Dimensional National Muni BD | 1.48% | 107,625 | $5.1M | Add +7.9% |
| DFEV Dimensional Emrg MRKT Val | 1.33% | 152,898 | $4.6M | Add +2.3% |
| DEHP Dimensional Emrg MRK Hi Prof | 1.32% | 162,045 | $4.5M | Add +2.8% |
| DFAX Dimensional World Ex US Core | 0.86% | 100,741 | $3.0M | Reduce -3.4% |
| DFSU Dimensional US Sus CORE1 ETF | 0.59% | 52,000 | $2.0M | Add +1.8% |
| DFSI Dimensional Int Sus COR1 ETF | 0.17% | 14,898 | $587K | Reduce -0.9% |
| VT Vanguard Tot World STK ETF | 0.09% | 2,448 | $315K | No change |
| UAL United Airlines Holdings Inc. | 0.09% | 3,913 | $312K | No change |
| WFC Wells Fargo & Co. | 0.09% | 3,818 | $306K | No change |
| MSFT Microsoft Corp. | 0.06% | 416 | $207K | New |
| DFSE Dimensional Em Sus CORE1 ETF | 0.06% | 5,411 | $206K | New |
| IVV iShares Core S&P 500 ETF | 0.06% | 323 | $201K | New |
Portfolio Sells Q1 2025 → Q2 2025
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Reduce -2.3% | 8.95% | −0.72 |
| VGIT Vanguard Intermediate-Term T | Reduce -3.7% | 5.86% | −0.66 |
| DFCF Dimensional Core Fixed Inc. | Reduce -1.8% | 2.58% | −0.24 |
| DFAX Dimensional World Ex US Core | Reduce -3.4% | 0.86% | +0.00 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -0.9% | 0.17% | +0.01 |
| DIHP Dimensional International Hi | Reduce -0.2% | 2.75% | +0.03 |
| DISV Dimensional International SM | Reduce -1.0% | 2.89% | +0.10 |
| DFIC Dimensional International Co. | Reduce -0.6% | 8.58% | +0.26 |
Portfolio Buys Q1 2025 → Q2 2025
| DFAC Dimensional US Core Equity 2 | Add +2.1% | 36.51% | +1.01 |
| DFSV Dimensional US Small Cap Val | Add +4.7% | 7.21% | +0.11 |
| DFEM Dimensional Emrg MRKT Core | Add +0.4% | 2.25% | +0.10 |
| DUHP Dimensional US High Profi Et | Add +1.6% | 7.45% | +0.08 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +2.8% | 1.32% | +0.07 |
| DFEV Dimensional Emrg MRKT Val | Add +2.3% | 1.33% | +0.06 |
| MSFT Microsoft Corp. | New | 0.06% | +0.06 |
| DFSE Dimensional Em Sus CORE1 ETF | New | 0.06% | +0.06 |
| IVV iShares Core S&P 500 ETF | New | 0.06% | +0.06 |
| DFSU Dimensional US Sus CORE1 ETF | Add +1.8% | 0.59% | +0.02 |
| DFNM Dimensional National Muni BD | Add +7.9% | 1.48% | −0.00 |
| DFGP Dimensional GLBL Core PL Fix | Add +2.9% | 5.48% | −0.16 |
| DFAR Dimensional US Real Est ETF | Add +0.9% | 3.30% | −0.27 |
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 |