United Wealth Management, LLC: 13F holdings
CIK 20553622026Q2
| Positions | 24 |
|---|
| Reported value | $444.4m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 24 (+0 vs prior quarter) |
|---|
| Reported value | $444.4m (+10.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 3,775,121 | $167.5m | 37.7% |
| DFIC DIMENSIONAL ETF TRUST | 986,763 | $36.8m | 8.3% |
| DFGX DIMENSIONAL ETF TRUST | 676,064 | $36.2m | 8.2% |
| DIMENSIONAL ETF TRUST | 904,345 | $35.1m | 7.9% |
| DIMENSIONAL ETF TRUST | 788,373 | $32.9m | 7.4% |
| DFGP DIMENSIONAL ETF TRUST | 448,547 | $24.4m | 5.5% |
| VGIT VANGUARD SCOTTSDALE FDS | 366,726 | $21.6m | 4.9% |
| DIMENSIONAL ETF TRUST | 600,451 | $15.7m | 3.5% |
| DISV DIMENSIONAL ETF TRUST | 310,662 | $12.5m | 2.8% |
| DIHP DIMENSIONAL ETF TRUST | 346,764 | $11.8m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055362")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples