United Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), United Wealth Management, LLC reported 24 stock positions worth $402.3 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 36.3% of the portfolio, followed by Dimensional International (DFIC, 8.7%) and Dimsnl Intr CF in ETF-Usd (DFGX, 8.6%). Compared with Q4 2025, it added to 16 and reduced 6. The biggest buy was Dimensional GLBL Core PL Fix (DFGP, shares +15%) and the biggest sale Dimensional World Ex US Core (DFAX, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- Charlottesville, VA
- CIK
- 0002055362
- Portfolio Value
- $402.3M (Q1 2026)
- SEC Filing
- 0002085853-26-000545 ↗ filed May 4, 2026
Holdings Value
Holdings 24 stocks · $402.3M
| DFAC Dimensional US Core Equity 2 | 36.35% | 3,762,717 | $146.2M | Add +4.2% |
| DFIC Dimensional International Co. | 8.65% | 979,558 | $34.8M | Add +1.6% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 8.61% | 660,407 | $34.6M | Add +4.7% |
| DFSV Dimensional US Small Cap Val | 7.83% | 899,209 | $31.5M | Add +1.7% |
| DUHP Dimensional US High Profi Et | 7.08% | 775,275 | $28.5M | Add +3.5% |
| DFGP Dimensional GLBL Core PL Fix | 5.69% | 424,059 | $22.9M | Add +14.6% |
| VGIT Vanguard Intermediate-Term T | 5.41% | 365,624 | $21.8M | Add +0.5% |
| DFAR Dimensional US Real Est ETF | 3.50% | 594,705 | $14.1M | Add +13.5% |
| DISV Dimensional International SM | 3.05% | 311,425 | $12.3M | Add +1.3% |
| DIHP Dimensional International Hi | 2.74% | 341,629 | $11.0M | Add +2.3% |
| DFCF Dimensional Core Fixed Inc. | 2.37% | 225,576 | $9.5M | Add +0.6% |
| DFEM Dimensional Emrg MRKT Core | 2.35% | 273,183 | $9.4M | Add +1.8% |
| DFNM Dimensional National Muni BD | 1.59% | 133,269 | $6.4M | Add +3.5% |
| DFEV Dimensional Emrg MRKT Val | 1.44% | 162,429 | $5.8M | Add +1.8% |
| DEHP Dimensional Emrg MRK Hi Prof | 1.44% | 171,484 | $5.8M | Add +1.8% |
| DFAX Dimensional World Ex US Core | 0.77% | 91,159 | $3.1M | Reduce -6.8% |
| DFSU Dimensional US Sus CORE1 ETF | 0.53% | 51,732 | $2.1M | Add +0.1% |
| DFSI Dimensional Int Sus COR1 ETF | 0.16% | 14,804 | $628K | Reduce -0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.13% | 2,566 | $503K | No change |
| WFC Wells Fargo & Co. | 0.08% | 3,818 | $304K | No change |
| VT Vanguard Tot World STK ETF | 0.07% | 2,142 | $296K | Reduce -12.5% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.06% | 5,382 | $228K | Reduce -0.5% |
| UAL United Airlines Holdings Inc. | 0.06% | 2,413 | $222K | Reduce -35.2% |
| IVV iShares Core S&P 500 ETF | 0.05% | 323 | $211K | Reduce -9.3% |
Portfolio Sells Q4 2025 → Q1 2026
| DFAX Dimensional World Ex US Core | Reduce -6.8% | 0.77% | −0.06 |
| UAL United Airlines Holdings Inc. | Reduce -35.2% | 0.06% | −0.05 |
| VT Vanguard Tot World STK ETF | Reduce -12.5% | 0.07% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -9.3% | 0.05% | −0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -0.6% | 0.16% | −0.01 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -0.5% | 0.06% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| DFGP Dimensional GLBL Core PL Fix | Add +14.6% | 5.69% | +0.52 |
| DFAR Dimensional US Real Est ETF | Add +13.5% | 3.50% | +0.39 |
| DFSV Dimensional US Small Cap Val | Add +1.7% | 7.83% | +0.31 |
| DFIC Dimensional International Co. | Add +1.6% | 8.65% | +0.06 |
| DFEV Dimensional Emrg MRKT Val | Add +1.8% | 1.44% | +0.05 |
| DFEM Dimensional Emrg MRKT Core | Add +1.8% | 2.35% | +0.05 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +1.8% | 1.44% | +0.03 |
| DISV Dimensional International SM | Add +1.3% | 3.05% | +0.03 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +4.7% | 8.61% | +0.02 |
| DIHP Dimensional International Hi | Add +2.3% | 2.74% | +0.00 |
| DFNM Dimensional National Muni BD | Add +3.5% | 1.59% | −0.02 |
| DFSU Dimensional US Sus CORE1 ETF | Add +0.1% | 0.53% | −0.05 |
| DFCF Dimensional Core Fixed Inc. | Add +0.6% | 2.37% | −0.10 |
| VGIT Vanguard Intermediate-Term T | Add +0.5% | 5.41% | −0.23 |
| DUHP Dimensional US High Profi Et | Add +3.5% | 7.08% | −0.29 |
| DFAC Dimensional US Core Equity 2 | Add +4.2% | 36.35% | −0.62 |
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 |