United Wealth Management, LLC

Charlottesville, VA · CIK 2055362 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCharlottesville, VA

$444.4m reported value +10.5% vs Q1 2026

24positions

88.8%in top 10

0 new 13 added 7 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	3,775,121	$167.5m37.68%	37.68%	Added +12.4k	+12,404 0.3%
2	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	986,763	$36.8m8.27%	8.27%	Added +7.2k	+7,205 0.7%
3	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	676,064	$36.2m8.15%	8.15%	Added +15.7k	+15,657 2.4%
4	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		904,345	$35.1m7.89%	7.89%	Added +5.1k	+5,136 0.6%
5	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		788,373	$32.9m7.40%	7.40%	Added +13.1k	+13,098 1.7%
6	DIMENSIONAL ETF TRUST GLOBAL CORE PLUS DFGP	DFGP	448,547	$24.4m5.50%	5.50%	Added +24.5k	+24,488 5.8%
7	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	366,726	$21.6m4.87%	4.87%	Added +1.1k	+1,102 0.3%
8	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		600,451	$15.7m3.53%	3.53%	Added +5.7k	+5,746 1.0%
9	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	310,662	$12.5m2.81%	2.81%	Reduced -763	-763 -0.2%
10	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	346,764	$11.8m2.66%	2.66%	Added +5.1k	+5,135 1.5%
11	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	269,486	$11.0m2.46%	2.46%	Reduced -3.7k	-3,697 -1.4%
12	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	229,619	$9.7m2.18%	2.18%	Added +4.0k	+4,043 1.8%
13	DIMENSIONAL ETF TRUST EMERGING MKTS HI DEHP	DEHP	168,388	$7.2m1.62%	1.62%	Reduced -3.1k	-3,096 -1.8%
14	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	161,153	$6.9m1.55%	1.55%	Reduced -1.3k	-1,276 -0.8%
15	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	138,321	$6.7m1.50%	1.50%	Added +5.1k	+5,052 3.8%
16	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	89,067	$3.3m0.74%	0.74%	Reduced -2.1k	-2,092 -2.3%
17	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	53,273	$2.5m0.56%	0.56%	Added +1.5k	+1,541 3.0%
18	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	15,151	$683.3k0.15%	0.15%	Added +347	+347 2.3%
19	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,566	$559.2k0.13%	0.13%	Unchanged
20	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	2,139	$335.7k0.08%	0.08%	Reduced -3	-3 -0.1%
21	UNITED AIRLS HLDGS INC COM UAL	UAL	2,413	$328.1k0.07%	0.07%	Unchanged
22	WELLS FARGO CO NEW COM WFC	WFC	3,818	$315.5k0.07%	0.07%	Unchanged
23	DIMENSIONAL ETF TRUST EMERGING MARKETS DFSE	DFSE	5,336	$260.8k0.06%	0.06%	Reduced -46	-46 -0.8%
24	ISHARES TR CORE S&P500 ETF IVV	IVV	323	$242.2k0.05%	0.05%	Unchanged