13F HOLDINGS REPORT
United Wealth Management, LLC
Quarter ended Q1 2025 · Filed May 1, 2025 · Accession 0001667731-25-000570
Total Value
$319.3M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 3,435,982 | $113.4M | 35.50% |
| 2 | DIMENSIONAL ETF TRUST | 25434V575 | 591,219 | $30.9M | 9.67% |
| 3 | DIMENSIONAL ETF TRUST | 25434V799 | 956,922 | $26.6M | 8.32% |
| 4 | DIMENSIONAL ETF TRUST | 25434V831 | 709,926 | $23.5M | 7.37% |
| 5 | DIMENSIONAL ETF TRUST | 25434V815 | 805,333 | $22.7M | 7.10% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C706 | 350,070 | $20.8M | 6.51% |
| 7 | DIMENSIONAL ETF TRUST | 25434V583 | 336,505 | $18.0M | 5.63% |
| 8 | DIMENSIONAL ETF TRUST | 25434V823 | 479,767 | $11.4M | 3.57% |
| 9 | DIMENSIONAL ETF TRUST | 25434V872 | 213,747 | $9.0M | 2.82% |
| 10 | DIMENSIONAL ETF TRUST | 25434V781 | 305,796 | $8.9M | 2.79% |
| 11 | DIMENSIONAL ETF TRUST | 25434V765 | 321,353 | $8.7M | 2.71% |
| 12 | DIMENSIONAL ETF TRUST | 25434V732 | 260,530 | $6.9M | 2.16% |
| 13 | DIMENSIONAL ETF TRUST | 25434V849 | 99,714 | $4.7M | 1.49% |
| 14 | DIMENSIONAL ETF TRUST | 25434V740 | 149,525 | $4.0M | 1.27% |
| 15 | DIMENSIONAL ETF TRUST | 25434V757 | 157,607 | $4.0M | 1.24% |
| 16 | DIMENSIONAL ETF TRUST | 25434V880 | 104,239 | $2.7M | 0.86% |
| 17 | DIMENSIONAL ETF TRUST | 25434V716 | 51,107 | $1.8M | 0.57% |
| 18 | DIMENSIONAL ETF TRUST | 25434V690 | 15,030 | $524,397 | 0.16% |
| 19 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,448 | $283,835 | 0.09% |
| 20 | WELLS FARGO CO NEW | 949746101 | 3,818 | $274,094 | 0.09% |
| 21 | UNITED AIRLS HLDGS INC | UNTCW | 3,913 | $270,193 | 0.08% |