United Wealth Management, LLC
Q4 2024 13F Holdings
- Locationcharlottesville, VA
- Num holdings
21
- Value ($000)
$296,744
- Date Filed02/10/2025
- Form type13F-HR
- CIK0002055362
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $108.67M | 37 % | 3,141,750 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $30.18M | 10 % | 576,800 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $22.32M | 8 % | 863,493 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $22.05M | 7 % | 652,508 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $21.79M | 7 % | 707,797 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $20.16M | 7 % | 347,561 | ||
DFGP DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 | $14.69M | 5 % | 278,068 | ||
DFAR DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $10.27M | 4 % | 441,195 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $8.71M | 3 % | 211,113 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $7.34M | 3 % | 276,151 |
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