2026 Q1 Portfolio Activity
In 2026 Q1, United Wealth Management, LLC maintained a portfolio of 24 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 14.6%.
Position History
hover any row below to update
Loading…
Total Positions
24
Quarter
2026 Q1
Top Holding
DFAC (36.3%)
Top 10 Concentration
88.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-24 of 24
United Wealth Management, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 36.35% | 36.97% |
#1
Prev: #1
|
6.5 |
—
|
152,796 | 4.2% |
P
S
|
3,762,717 | $146,219,194 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 8.65% | 8.59% |
#2
Prev: #2
|
5.5 |
—
|
15,401 | 1.6% |
P
S
|
979,558 | $34,803,702 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 8.61% | 8.59% |
#3
Prev: #3
|
4.9 |
—
|
29,529 | 4.7% |
P
S
|
660,407 | $34,638,658 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 7.83% | 7.52% |
#4
Prev: #4
|
4.1 |
—
|
15,260 | 1.7% |
P
S
|
899,209 | $31,508,285 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 7.08% | 7.37% |
#5
Prev: #5
|
3.8 |
—
|
25,959 | 3.5% |
P
S
|
775,275 | $28,499,109 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 5.69% | 5.18% |
#6
1
Prev: #7
|
4.3 |
—
|
54,051 | 14.6% |
P
S
|
424,059 | $22,894,945 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 5.41% | 5.64% |
#7
1
Prev: #6
|
2.7 |
—
|
1,914 | 0.5% |
P
S
|
365,624 | $21,772,882 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFAR
DIMENSIONAL ETF...
|
ETF | 3.50% | 3.10% |
#8
Prev: #8
|
3.4 |
—
|
70,685 | 13.5% |
P
S
|
594,705 | $14,064,764 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 3.05% | 3.02% |
#9
Prev: #9
|
1.7 |
—
|
3,923 | 1.3% |
P
S
|
311,425 | $12,282,589 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 2.74% | 2.73% |
#10
Prev: #10
|
1.6 |
—
|
7,725 | 2.3% |
P
S
|
341,629 | $11,007,290 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 2.37% | 2.47% |
#11
Prev: #11
|
1.4 |
—
|
1,280 | 0.6% |
P
S
|
225,576 | $9,523,799 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 2.35% | 2.30% |
#12
Prev: #12
|
1.4 |
—
|
4,756 | 1.8% |
P
S
|
273,183 | $9,438,485 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 1.59% | 1.60% |
#13
Prev: #13
|
1.1 |
—
|
4,491 | 3.5% |
P
S
|
133,269 | $6,387,583 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 1.44% | 1.39% |
#14
1
Prev: #15
|
1.1 |
—
|
2,888 | 1.8% |
P
S
|
162,429 | $5,811,700 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DEHP
DIMENSIONAL ETF...
|
ETF | 1.44% | 1.41% |
#15
1
Prev: #14
|
1.1 |
—
|
2,987 | 1.8% |
P
S
|
171,484 | $5,794,461 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.77% | 0.83% |
#16
Prev: #16
|
0.8 |
—
|
-6,661 | -6.8% |
P
S
|
91,159 | $3,096,683 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 0.53% | 0.58% |
#17
Prev: #17
|
0.7 |
—
|
58 | 0.1% |
P
S
|
51,732 | $2,125,668 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFSI
DIMENSIONAL ETF...
|
Bond/Debt | 0.16% | 0.17% |
#18
Prev: #18
|
0.6 |
—
|
-94 | -0.6% |
P
S
|
14,804 | $627,690 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.13% | 0.13% |
#19
Prev: #19
|
1.1 |
—
|
no change | no change |
P
S
|
2,566 | $503,449 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.08% | 0.09% |
#20
1
Prev: #21
|
1.0 |
—
|
no change | no change |
P
S
|
3,818 | $303,951 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.07% | 0.09% |
#21
1
Prev: #22
|
0.5 |
—
|
-306 | -12.5% |
P
S
|
2,142 | $296,269 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFSE
DIMENSIONAL ETF...
|
ETF | 0.06% | 0.06% |
#22
2
Prev: #24
|
0.5 |
—
|
-29 | -0.5% |
P
S
|
5,382 | $228,034 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
UAL
UNITED AIRLS HL...
|
Industrials | 0.06% | 0.11% |
#23
3
Prev: #20
|
0.0 |
—
|
-1,312 | -35.2% |
P
S
|
2,413 | $222,165 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IVV
ISHARES TR
|
ETF | 0.05% | 0.06% |
#24
1
Prev: #23
|
0.5 |
—
|
-33 | -9.3% |
P
S
|
323 | $211,295 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 |
Showing 1-24 of 24 holdings