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CIK: 0002055362
Total reported value
$444.4M
$444.4M
24 檔
53.2%
At the close of Q2 2025, United Wealth Management, LLC disclosed equity holdings valued at approximately $444.4M, spread across 24 reported holdings.
In Q2 2025, United Wealth Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 36.51% | +1.33% | +2.13% | |
| 2 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 8.95% | -0.46% | -2.25% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 8.58% | -0.38% | -0.64% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 7.45% | +0.32% | +1.62% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 7.21% | +0.06% | +4.72% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.86% | -0.54% | -3.68% | |
| 7 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 5.48% | -0.19% | +2.85% | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.30% | +0.03% | +0.92% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 2.89% | -0.24% | -1.01% | |
| 10 | DIHP | Dimensional International Hi | ETF-Other | 2.75% | -0.08% | -0.21% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.58% | -0.19% | -1.81% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.25% | +0.11% | +0.44% | |
| 13 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.48% | -0.09% | +7.93% | |
| 14 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.33% | +0.11% | +2.26% | |
| 15 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 1.32% | +0.18% | +2.82% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.86% | -0.03% | -3.36% | |
| 17 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.59% | +0.03% | +1.75% | |
| 18 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.17% | -0.01% | -0.88% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.09% | +0.01% | — | |
| 20 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.09% | +0.01% | — | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 0.09% | -0.01% | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | — | — | |
| 23 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.06% | — | — | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +1% | +2.13% | Add |
| 2 | DFIC | Dimensional International Co | +0.3% | -0.64% | Trim |
| 3 | DFSV | Dimensional US Small Cap Val | +0.1% | +4.72% | Add |
| 4 | DISV | Dimensional International Sm | +0.1% | -1.01% | Trim |
| 5 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +0.44% | Add |
| 6 | DUHP | Dimensional US High Profi Et | +0.1% | +1.62% | Add |
| 7 | DEHP | Dimensional Emrg Mrk Hi Prof | +0.1% | +2.82% | Add |
| 8 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | +2.26% | Add |
| 9 | MSFT | Microsoft CORP | +0.1% | NEW | New buy |
| 10 | DFSE | Dimensional Em Sus Core1 ETF | +0.1% | NEW | New buy |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | New buy |
| 12 | DIHP | Dimensional International Hi | 0% | -0.21% | Trim |
| 13 | DFSU | Dimensional US Sus Core1 ETF | 0% | +1.75% | Add |
| 14 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | -0.88% | Trim |
| 15 | UAL | United Airlines Holdings Inc | 0% | — | Unchanged |
| 16 | DFAX | Dimensional World Ex US Core | — | -3.36% | Trim |
| 17 | WFC | Wells Fargo & Co | — | — | Unchanged |
| 18 | VT | Vanguard Tot World Stk ETF | — | — | Unchanged |
| 19 | DFNM | Dimensional National Muni Bd | 0% | +7.93% | Add |
| 20 | DFGP | Dimensional Glbl Core Pl Fix | -0.2% | +2.85% | Add |
| 21 | DFCF | Dimensional Core Fixed Inc | -0.2% | -1.81% | Trim |
| 22 | DFAR | Dimensional US Real Est ETF | -0.3% | +0.92% | Add |
| 23 | VGIT | Vanguard Intermediate-term T | -0.7% | -3.68% | Trim |
| 24 | DFGX | Dimsnl Intr Cf In Etf-usd In | -0.7% | -2.25% | Trim |
According to official SEC Form 13F filings, United Wealth Management, LLC reported a total U.S. public equity portfolio value of $444.4M across 24 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFGX, DFIC) accounted for 53.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
MSFT
市值: $206.9K
Top Position Liquidated / Trimmed
DFGX
前期市值: $30.9M
During Q2 2025, United Wealth Management, LLC's top holdings by market value included DFAC (36.5%)、DFGX (8.9%)、DFIC (8.6%). The largest single position, DFAC, represented 36.5% of total portfolio value.
In Q2 2025, United Wealth Management, LLC made 21 total portfolio adjustments, initiating 3 new buys, adding to 10 positions, trimming 8 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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