13F HOLDINGS REPORT
United Wealth Management, LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0002085853-25-000257
Total Value
$367.5M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 3,540,759 | $136.6M | 37.16% |
| 2 | DIMENSIONAL ETF TRUST | 25434V575 | 583,311 | $31.5M | 8.56% |
| 3 | DIMENSIONAL ETF TRUST | 25434V799 | 955,303 | $31.3M | 8.52% |
| 4 | DIMENSIONAL ETF TRUST | 25434V831 | 728,727 | $27.5M | 7.49% |
| 5 | DIMENSIONAL ETF TRUST | 25434V815 | 851,923 | $27.1M | 7.38% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C706 | 338,274 | $20.3M | 5.53% |
| 7 | DIMENSIONAL ETF TRUST | 25434V583 | 359,147 | $20.0M | 5.43% |
| 8 | DIMENSIONAL ETF TRUST | 25434V823 | 496,897 | $11.9M | 3.22% |
| 9 | DIMENSIONAL ETF TRUST | 25434V781 | 302,773 | $10.8M | 2.94% |
| 10 | DIMENSIONAL ETF TRUST | 25434V765 | 323,067 | $9.8M | 2.67% |
| 11 | DIMENSIONAL ETF TRUST | 25434V872 | 209,254 | $8.9M | 2.43% |
| 12 | DIMENSIONAL ETF TRUST | 25434V732 | 263,397 | $8.4M | 2.30% |
| 13 | DIMENSIONAL ETF TRUST | 25434V849 | 124,493 | $6.0M | 1.63% |
| 14 | DIMENSIONAL ETF TRUST | 25434V757 | 163,649 | $5.0M | 1.36% |
| 15 | DIMENSIONAL ETF TRUST | 25434V740 | 154,533 | $4.9M | 1.34% |
| 16 | DIMENSIONAL ETF TRUST | 25434V880 | 99,673 | $3.1M | 0.85% |
| 17 | DIMENSIONAL ETF TRUST | 25434V716 | 52,000 | $2.2M | 0.60% |
| 18 | DIMENSIONAL ETF TRUST | 25434V690 | 14,898 | $610,075 | 0.17% |
| 19 | UNITED AIRLS HLDGS INC | UNTCW | 3,913 | $377,605 | 0.10% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,448 | $337,322 | 0.09% |
| 21 | WELLS FARGO CO NEW | 949746101 | 3,818 | $320,025 | 0.09% |
| 22 | ISHARES TR | 464287200 | 356 | $238,586 | 0.06% |
| 23 | DIMENSIONAL ETF TRUST | 25434V682 | 5,411 | $222,338 | 0.06% |