United Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), United Wealth Management, LLC reported 23 stock positions worth $367.5 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 37.2% of the portfolio, followed by Dimsnl Intr CF in ETF-Usd (DFGX, 8.6%) and Dimensional International (DFIC, 8.5%). Compared with Q2 2025, it sold out of 1, added to 15 and reduced 2. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +1%) and the biggest sale Dimensional Core Fixed (DFCF, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Charlottesville, VA
- CIK
- 0002055362
- Portfolio Value
- $367.5M (Q3 2025)
- SEC Filing
- 0002085853-25-000257 ↗ filed Nov 12, 2025
Holdings Value
Holdings 23 stocks · $367.5M
| DFAC Dimensional US Core Equity 2 | 37.16% | 3,540,759 | $136.6M | Add +0.9% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 8.56% | 583,311 | $31.5M | Add +0.9% |
| DFIC Dimensional International Co. | 8.52% | 955,303 | $31.3M | Add +0.5% |
| DUHP Dimensional US High Profi Et | 7.49% | 728,727 | $27.5M | Add +1.0% |
| DFSV Dimensional US Small Cap Val | 7.38% | 851,923 | $27.1M | Add +1.0% |
| VGIT Vanguard Intermediate-Term T | 5.53% | 338,274 | $20.3M | Add +0.3% |
| DFGP Dimensional GLBL Core PL Fix | 5.43% | 359,147 | $20.0M | Add +3.8% |
| DFAR Dimensional US Real Est ETF | 3.22% | 496,897 | $11.9M | Add +2.6% |
| DISV Dimensional International SM | 2.94% | 302,773 | $10.8M | Add +0.0% |
| DIHP Dimensional International Hi | 2.67% | 323,067 | $9.8M | Add +0.7% |
| DFCF Dimensional Core Fixed Inc. | 2.43% | 209,254 | $8.9M | Reduce -0.3% |
| DFEM Dimensional Emrg MRKT Core | 2.30% | 263,397 | $8.4M | Add +0.7% |
| DFNM Dimensional National Muni BD | 1.63% | 124,493 | $6.0M | Add +15.7% |
| DEHP Dimensional Emrg MRK Hi Prof | 1.36% | 163,649 | $5.0M | Add +1.0% |
| DFEV Dimensional Emrg MRKT Val | 1.34% | 154,533 | $4.9M | Add +1.1% |
| DFAX Dimensional World Ex US Core | 0.85% | 99,673 | $3.1M | Reduce -1.1% |
| DFSU Dimensional US Sus CORE1 ETF | 0.60% | 52,000 | $2.2M | No change |
| DFSI Dimensional Int Sus COR1 ETF | 0.17% | 14,898 | $610K | No change |
| UAL United Airlines Holdings Inc. | 0.10% | 3,913 | $378K | No change |
| VT Vanguard Tot World STK ETF | 0.09% | 2,448 | $337K | No change |
| WFC Wells Fargo & Co. | 0.09% | 3,818 | $320K | No change |
| IVV iShares Core S&P 500 ETF | 0.06% | 356 | $239K | Add +10.2% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.06% | 5,411 | $222K | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| DFAC Dimensional US Core Equity 2 | Add +0.9% | 37.16% | +0.65 |
| DFSV Dimensional US Small Cap Val | Add +1.0% | 7.38% | +0.18 |
| DFNM Dimensional National Muni BD | Add +15.7% | 1.63% | +0.14 |
| DISV Dimensional International SM | Add +0.0% | 2.94% | +0.05 |
| DFEM Dimensional Emrg MRKT Core | Add +0.7% | 2.30% | +0.04 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +1.0% | 1.36% | +0.04 |
| DUHP Dimensional US High Profi Et | Add +1.0% | 7.49% | +0.04 |
| DFEV Dimensional Emrg MRKT Val | Add +1.1% | 1.34% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +10.2% | 0.06% | +0.01 |
| DFGP Dimensional GLBL Core PL Fix | Add +3.8% | 5.43% | −0.04 |
| DFIC Dimensional International Co. | Add +0.5% | 8.52% | −0.06 |
| DFAR Dimensional US Real Est ETF | Add +2.6% | 3.22% | −0.07 |
| DIHP Dimensional International Hi | Add +0.7% | 2.67% | −0.07 |
| VGIT Vanguard Intermediate-Term T | Add +0.3% | 5.53% | −0.33 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +0.9% | 8.56% | −0.39 |
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 |