Institutional Manager · CIK 0002055362
United Wealth Management, LLC
Charlottesville, VA · File #028-24861
Latest AUM
$386.6M
Positions
24
Top-10 Concentration
88.7%
Filings
5
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 3,609,921 | $142.9M | 36.97% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 964,157 | $33.2M | 8.59% |
| 3 | DIMENSIONAL ETF TRUST | 25434V575 | 630,878 | $33.2M | 8.59% |
| 4 | DIMENSIONAL ETF TRUST | 25434V815 | 883,949 | $29.1M | 7.52% |
| 5 | DIMENSIONAL ETF TRUST | 25434V831 | 749,316 | $28.5M | 7.37% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C706 | 363,710 | $21.8M | 5.64% |
| 7 | DIMENSIONAL ETF TRUST | 25434V583 | 370,008 | $20.0M | 5.18% |
| 8 | DIMENSIONAL ETF TRUST | 25434V823 | 524,020 | $12.0M | 3.10% |
| 9 | DIMENSIONAL ETF TRUST | 25434V781 | 307,502 | $11.7M | 3.02% |
| 10 | DIMENSIONAL ETF TRUST | 25434V765 | 333,904 | $10.6M | 2.73% |
| 11 | DIMENSIONAL ETF TRUST | 25434V872 | 224,296 | $9.5M | 2.47% |
| 12 | DIMENSIONAL ETF TRUST | 25434V732 | 268,427 | $8.9M | 2.30% |
| 13 | DIMENSIONAL ETF TRUST | 25434V849 | 128,778 | $6.2M | 1.60% |
| 14 | DIMENSIONAL ETF TRUST | 25434V757 | 168,497 | $5.4M | 1.41% |
| 15 | DIMENSIONAL ETF TRUST | 25434V740 | 159,541 | $5.4M | 1.39% |
| 16 | DIMENSIONAL ETF TRUST | 25434V880 | 97,820 | $3.2M | 0.83% |
| 17 | DIMENSIONAL ETF TRUST | 25434V716 | 51,674 | $2.2M | 0.58% |
| 18 | DIMENSIONAL ETF TRUST | 25434V690 | 14,898 | $638,305 | 0.17% |
| 19 | VANGUARD INDEX FDS | 922908744 | 2,566 | $490,080 | 0.13% |
| 20 | UNITED AIRLS HLDGS INC | UNTCW | 3,725 | $416,530 | 0.11% |