13FBOX
United Wealth Management, LLC · 13F Holdings
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United Wealth Management, LLC

No.4584 Data as of 2026Q2
Latest AUM (Q2 2026)
$444.4M
QoQ Change Q1 2026
+$42.1M+10.5%
Holdings
24
New Buys
0
Adds
13
Reduces
7
Exits
0
Unchanged
4
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
DDIMENSIONAL ETF TRUSTDFAC
37.68%36.35%$167.5M3.8M$146.2M3.8M+12,404+0.33%Add
DDIMENSIONAL ETF TRUSTDFIC
8.27%8.65%$36.8M986,763$34.8M979,558+7,205+0.74%Add
DDIMENSIONAL ETF TRUSTDFGX
8.15%8.61%$36.2M676,064$34.6M660,407+15,657+2.37%Add
DDIMENSIONAL ETF TRUSTDFSV
7.89%7.83%$35.1M904,345$31.5M899,209+5,136+0.57%Add
DDIMENSIONAL US HIGH PROFITABILITY ETFDUHP
7.4%7.08%$32.9M788,373$28.5M775,275+13,098+1.69%Add
DDIMENSIONAL ETF TRUSTDFGP
5.5%5.69%$24.4M448,547$22.9M424,059+24,488+5.77%Add
VVANGUARD SCOTTSDALE FDSVGIT
4.87%5.41%$21.6M366,726$21.8M365,624+1,102+0.30%Add
DDIMENSIONAL US REAL ESTATE ETFDFAR
3.53%3.5%$15.7M600,451$14.1M594,705+5,746+0.97%Add
DDIMENSIONAL ETF TRUSTDISV
2.81%3.05%$12.5M310,662$12.3M311,425-763-0.25%Reduce
DDIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETFDIHP
2.66%2.74%$11.8M346,764$11.0M341,629+5,135+1.50%Add
DDIMENSIONAL ETF TRUSTDFEM
2.46%2.35%$11.0M269,486$9.4M273,183-3,697-1.35%Reduce
DDIMENSIONAL ETF TRUSTDFCF
2.18%2.37%$9.7M229,619$9.5M225,576+4,043+1.79%Add
DDIMENSIONAL ETF TRUSTDEHP
1.62%1.44%$7.2M168,388$5.8M171,484-3,096-1.81%Reduce
DDIMENSIONAL ETF TRUSTDFEV
1.55%1.44%$6.9M161,153$5.8M162,429-1,276-0.79%Reduce
DDIMENSIONAL ETF TRUSTDFNM
1.5%1.59%$6.7M138,321$6.4M133,269+5,052+3.79%Add
DDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFDFAX
0.74%0.77%$3.3M89,067$3.1M91,159-2,092-2.29%Reduce
DDIMENSIONAL ETF TRUSTDFSU
0.56%0.53%$2.5M53,273$2.1M51,732+1,541+2.98%Add
DDIMENSIONAL ETF TRUSTDFSI
0.15%0.16%$683,31015,151$627,69014,804+347+2.34%Add
VVANGUARD INDEX FDSVTV
0.13%0.13%$559,2082,566$503,4492,56600.00%Unchanged
VVANGUARD INTL EQUITY INDEX FVT
0.08%0.07%$335,7022,139$296,2692,142-3-0.14%Reduce
UNITED AIRLS HLDGS INC COMUAL
0.07%0.06%$328,1442,413$222,1652,41300.00%Unchanged
WELLS FARGO CO NEWWFC
0.07%0.08%$315,5203,818$303,9513,81800.00%Unchanged
DDIMENSIONAL ETF TRUSTDFSE
0.06%0.06%$260,8215,336$228,0345,382-46-0.85%Reduce
IISHARES TRIVV
0.05%0.05%$242,244323$211,29532300.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow