SEC Form 13F

United Wealth Management, LLC 13F Holdings

Inspect United Wealth Management, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-24T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-24
Reported value
$444,406,496
Positions
24

Read this manager's filing book

Step 1 of 3

Disclosed positions

United Wealth Management, LLC: source evidence dated 2026-07-24T03:59:59.999Z.

Issuer
DIMENSIONAL ETF TRUST
Ticker
DFAC
Class
US COR EQU 2 ETF
Reported value
$167,464,381
Reported amount
3,775,121
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002085853-26-000825
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

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What you should see

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Disclosed positions

See the complete disclosed positions
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$167,464,3813,775,121SHNone
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$36,766,789986,763SHNone
DIMENSIONAL ETF TRUSTDFGXINTL COR FIX ETF$36,233,495676,064SHNone
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP ETF$35,079,528904,345SHNone
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$32,898,807788,373SHNone
DIMENSIONAL ETF TRUSTDFGPGLOB CO PLUS ETF$24,427,870448,547SHNone
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$21,629,525366,726SHNone
DIMENSIONAL ETF TRUSTDFARUS REAL ESTA ETF$15,707,811600,451SHNone
DIMENSIONAL ETF TRUSTDISVINTL SMALL CAP V$12,466,878310,662SHNone
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$11,833,308346,764SHNone
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$10,951,926269,486SHNone
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$9,692,239229,619SHNone
DIMENSIONAL ETF TRUSTDEHPEMERGING MKTS HI$7,201,941168,388SHNone
DIMENSIONAL ETF TRUSTDFEVEMERGING MKTS VA$6,875,939161,153SHNone
DIMENSIONAL ETF TRUSTDFNMNATL MUN BD ETF$6,685,746138,321SHNone
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$3,281,24489,067SHNone
DIMENSIONAL ETF TRUSTDFSUUS SUSTAINABILTY$2,484,12053,273SHNone
DIMENSIONAL ETF TRUSTDFSIINTERNATIONAL$683,31015,151SHNone
VANGUARD INDEX FDSVTVVALUE ETF$559,2082,566SHNone
VANGUARD INTL EQUITY INDEX FVTTT WRLD ST ETF$335,7022,139SHNone
UNITED AIRLS HLDGS INCUALCOM$328,1442,413SHNone
WELLS FARGO & COWFCCOM$315,5203,818SHNone
DIMENSIONAL ETF TRUSTDFSEEMER MARK SU ETF$260,8215,336SHNone
ISHARES TRIVVCORE S&P500 ETF$242,244323SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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