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  Name: United Wealth Management LLC
  City: Charlottesville
  State: VA
  Zip: 22903
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $319,314,000
  Total Value Change : $22,570,000
  Securities Held Change : 0
   
All Securities Held : 21
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 17
  Unchanged Positions : 2
  Decreased Positions : 2

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Holdings Found : 21     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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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)1 Year Chart         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)1 Year Chart         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)1 Year Chart         DFIC Dfa Dimensional Internation... 3 - $0.00 $26,574,000 956,922 8.32% 4,257,000 93,429 0.106    N/A
   (DUHP)1 Year Chart         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)1 Year Chart         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)1 Year Chart         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)1 Year Chart         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)1 Year Chart         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)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... 9 - $0.00 $8,990,000 213,747 2.82% 277,000 2,634 0.237    N/A
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 10 - $0.00 $8,905,000 305,796 2.79% 1,568,000 29,645 0.34    N/A
   (DIHP)1 Year Chart         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)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 12 - $0.00 $6,894,000 260,530 2.16% 729,000 25,129 0.025    N/A
   (DFNM)1 Year Chart         DFNM Dfa Dimensional National Mu... 13 - $0.00 $4,743,000 99,714 1.49% 144,000 3,443 0.062    N/A
   (DFEV)1 Year Chart         DFEV Dfa Dimensional Emerging Ma... 14 - $0.00 $4,045,000 149,525 1.27% 790,000 25,330 0.166    N/A
   (DEHP)1 Year Chart         DEHP Dfa Dimensional Emerging Mk... 15 - $0.00 $3,975,000 157,607 1.24% 767,000 27,929 1.751    N/A
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... 16 - $29.64 $2,731,000 104,239 0.86% 60,000 -3,196 0.012    N/A
   (DFSU)1 Year Chart         DFSU Dimensional Us Sustainabili... 17 - $0.00 $1,830,000 51,107 0.57% -84,000 610 0.057    N/A
   (DFSI)1 Year Chart         DFSI Dimensional Intl Sustainabi... 18 - $0.00 $524,000 15,030 0.16% 43,000 373 0.017    N/A
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 19 - $129.89 $284,000 2,448 0.09% -4,000 0 0.001    Closed - End Fund - E...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 20 - $82.36 $274,000 3,818 0.09% -63,000 -980 0    Domestic Money Center...
   (UAL)1 Year Chart         UAL United Continental Holding 21 - $50.67 $270,000 3,913 0.08% -110,000 0 0.001    Major Airlines

      21 Records Found
  1    
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