United Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), United Wealth Management, LLC reported 24 stock positions worth $386.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 37.0% of the portfolio, followed by Dimensional International (DFIC, 8.6%) and Dimsnl Intr CF in ETF-Usd (DFGX, 8.6%). Compared with Q3 2025, it opened 1 new position, added to 15 and reduced 3. The biggest buy was Dimensional US Small Cap Val (DFSV, shares +4%) and the biggest sale Dimensional World Ex US Core (DFAX, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Charlottesville, VA
- CIK
- 0002055362
- Portfolio Value
- $386.6M (Q4 2025)
- SEC Filing
- 0002085853-26-000248 ↗ filed Feb 11, 2026
Holdings Value
Holdings 24 stocks · $386.6M
| DFAC Dimensional US Core Equity 2 | 36.97% | 3,609,921 | $142.9M | Add +1.9% |
| DFIC Dimensional International Co. | 8.59% | 964,157 | $33.2M | Add +0.9% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 8.59% | 630,878 | $33.2M | Add +8.2% |
| DFSV Dimensional US Small Cap Val | 7.52% | 883,949 | $29.1M | Add +3.8% |
| DUHP Dimensional US High Profi Et | 7.37% | 749,316 | $28.5M | Add +2.8% |
| VGIT Vanguard Intermediate-Term T | 5.64% | 363,710 | $21.8M | Add +7.5% |
| DFGP Dimensional GLBL Core PL Fix | 5.18% | 370,008 | $20.0M | Add +3.0% |
| DFAR Dimensional US Real Est ETF | 3.10% | 524,020 | $12.0M | Add +5.5% |
| DISV Dimensional International SM | 3.02% | 307,502 | $11.7M | Add +1.6% |
| DIHP Dimensional International Hi | 2.73% | 333,904 | $10.6M | Add +3.4% |
| DFCF Dimensional Core Fixed Inc. | 2.47% | 224,296 | $9.5M | Add +7.2% |
| DFEM Dimensional Emrg MRKT Core | 2.30% | 268,427 | $8.9M | Add +1.9% |
| DFNM Dimensional National Muni BD | 1.60% | 128,778 | $6.2M | Add +3.4% |
| DEHP Dimensional Emrg MRK Hi Prof | 1.41% | 168,497 | $5.4M | Add +3.0% |
| DFEV Dimensional Emrg MRKT Val | 1.39% | 159,541 | $5.4M | Add +3.2% |
| DFAX Dimensional World Ex US Core | 0.83% | 97,820 | $3.2M | Reduce -1.9% |
| DFSU Dimensional US Sus CORE1 ETF | 0.58% | 51,674 | $2.2M | Reduce -0.6% |
| DFSI Dimensional Int Sus COR1 ETF | 0.17% | 14,898 | $638K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.13% | 2,566 | $490K | New |
| UAL United Airlines Holdings Inc. | 0.11% | 3,725 | $417K | Reduce -4.8% |
| WFC Wells Fargo & Co. | 0.09% | 3,818 | $356K | No change |
| VT Vanguard Tot World STK ETF | 0.09% | 2,448 | $345K | No change |
| IVV iShares Core S&P 500 ETF | 0.06% | 356 | $244K | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.06% | 5,411 | $224K | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| DFSV Dimensional US Small Cap Val | Add +3.8% | 7.52% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.13% | +0.13 |
| VGIT Vanguard Intermediate-Term T | Add +7.5% | 5.64% | +0.11 |
| DISV Dimensional International SM | Add +1.6% | 3.02% | +0.08 |
| DFIC Dimensional International Co. | Add +0.9% | 8.59% | +0.07 |
| DIHP Dimensional International Hi | Add +3.4% | 2.73% | +0.06 |
| DFEV Dimensional Emrg MRKT Val | Add +3.2% | 1.39% | +0.05 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +3.0% | 1.41% | +0.05 |
| DFCF Dimensional Core Fixed Inc. | Add +7.2% | 2.47% | +0.03 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +8.2% | 8.59% | +0.02 |
| DFEM Dimensional Emrg MRKT Core | Add +1.9% | 2.30% | −0.00 |
| DFNM Dimensional National Muni BD | Add +3.4% | 1.60% | −0.02 |
| DUHP Dimensional US High Profi Et | Add +2.8% | 7.37% | −0.12 |
| DFAR Dimensional US Real Est ETF | Add +5.5% | 3.10% | −0.12 |
| DFAC Dimensional US Core Equity 2 | Add +1.9% | 36.97% | −0.19 |
| DFGP Dimensional GLBL Core PL Fix | Add +3.0% | 5.18% | −0.26 |
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 |