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| Name: |
United Wealth Management LLC |
| City: |
Charlottesville |
| State: |
VA |
| Zip: |
22903 |
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data |
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| Holdings
Found :
21 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAC |
Dimensional U S Core Equity... |
1 |
- |
$36.61 |
$113,353,000 |
3,435,982 |
35.5% |
4,680,000 |
294,232 |
0.382 |
N/A |
|
|
DFGX |
Dimensional Global Ex Us Co... |
2 |
- |
$0.00 |
$30,891,000 |
591,219 |
9.67% |
713,000 |
14,419 |
6.569 |
N/A |
|
|
DFIC |
Dfa Dimensional Internation... |
3 |
- |
$0.00 |
$26,574,000 |
956,922 |
8.32% |
4,257,000 |
93,429 |
0.106 |
N/A |
|
|
DUHP |
Dfa Dimensional Us High Pro... |
4 |
- |
$0.00 |
$23,527,000 |
709,926 |
7.37% |
1,479,000 |
57,418 |
0.053 |
N/A |
|
|
DFSV |
Dfa Dimensional Us Small Ca... |
5 |
- |
$0.00 |
$22,670,000 |
805,333 |
7.1% |
884,000 |
97,536 |
0.179 |
N/A |
|
|
VGIT |
Vanguard Intermediate -Ter |
6 |
- |
$59.29 |
$20,794,000 |
350,070 |
6.51% |
635,000 |
2,509 |
0.039 |
Closed - End Fund - Debt |
|
|
DFGP |
Dimensional Global Core Plu... |
7 |
- |
$0.00 |
$17,979,000 |
336,505 |
5.63% |
3,289,000 |
58,437 |
0.374 |
N/A |
|
|
DFAR |
Dfa Dimensional Us Real Est... |
8 |
- |
$0.00 |
$11,404,000 |
479,767 |
3.57% |
1,137,000 |
38,572 |
0.53 |
N/A |
|
|
DFCF |
Dfa Dimensional Core Fixed ... |
9 |
- |
$0.00 |
$8,990,000 |
213,747 |
2.82% |
277,000 |
2,634 |
0.237 |
N/A |
|
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DISV |
Dfa Dimensional Internation... |
10 |
- |
$0.00 |
$8,905,000 |
305,796 |
2.79% |
1,568,000 |
29,645 |
0.34 |
N/A |
|
|
DIHP |
Dfa Dimensional Internatl H... |
11 |
- |
$0.00 |
$8,657,000 |
321,353 |
2.71% |
1,379,000 |
32,896 |
0.036 |
N/A |
|
|
DFEM |
Dfa Dimensional Emerging Ma... |
12 |
- |
$0.00 |
$6,894,000 |
260,530 |
2.16% |
729,000 |
25,129 |
0.025 |
N/A |
|
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DFNM |
Dfa Dimensional National Mu... |
13 |
- |
$0.00 |
$4,743,000 |
99,714 |
1.49% |
144,000 |
3,443 |
0.062 |
N/A |
|
|
DFEV |
Dfa Dimensional Emerging Ma... |
14 |
- |
$0.00 |
$4,045,000 |
149,525 |
1.27% |
790,000 |
25,330 |
0.166 |
N/A |
|
|
DEHP |
Dfa Dimensional Emerging Mk... |
15 |
- |
$0.00 |
$3,975,000 |
157,607 |
1.24% |
767,000 |
27,929 |
1.751 |
N/A |
|
|
DFAX |
Dimensional Funds plc - Wor... |
16 |
- |
$29.64 |
$2,731,000 |
104,239 |
0.86% |
60,000 |
-3,196 |
0.012 |
N/A |
|
|
DFSU |
Dimensional Us Sustainabili... |
17 |
- |
$0.00 |
$1,830,000 |
51,107 |
0.57% |
-84,000 |
610 |
0.057 |
N/A |
|
|
DFSI |
Dimensional Intl Sustainabi... |
18 |
- |
$0.00 |
$524,000 |
15,030 |
0.16% |
43,000 |
373 |
0.017 |
N/A |
|
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VT |
Vanguard Total World Stock ... |
19 |
- |
$129.89 |
$284,000 |
2,448 |
0.09% |
-4,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
WFC |
Wells Fargo & Co |
20 |
- |
$82.36 |
$274,000 |
3,818 |
0.09% |
-63,000 |
-980 |
0 |
Domestic Money Center... |
|
|
UAL |
United Continental Holding |
21 |
- |
$50.67 |
$270,000 |
3,913 |
0.08% |
-110,000 |
0 |
0.001 |
Major Airlines |
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