Institutional Fund
United Wealth Management, LLC
Charlottesville, VACIK 20553625 filings on record
Portfolio Value
$402.26M
Q1 2026
Holdings
24
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+4.1%
from $386.59M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust36.3%
- Dimensional ETF Trust8.7%
- Dimensional ETF Trust8.6%
- Dimensional ETF Trust7.8%
- Dimensional ETF Trust7.1%
- Dimensional ETF Trust5.7%
- Other25.8%
Portfolio Holdings
24 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.76M | $146.22M | 36.3% | +152.8K | Added |
| 2 | Dimensional ETF Trust | 979.6K | $34.80M | 8.7% | +15.4K | Added |
| 3 | Dimensional ETF Trust | 660.4K | $34.64M | 8.6% | +29.5K | Added |
| 4 | Dimensional ETF Trust | 899.2K | $31.51M | 7.8% | +15.3K | Added |
| 5 | Dimensional ETF Trust | 775.3K | $28.50M | 7.1% | +26.0K | Added |
| 6 | Dimensional ETF Trust | 424.1K | $22.89M | 5.7% | +54.1K | Added |
| 7 | Vanguard Scottsdale Fds | 365.6K | $21.77M | 5.4% | +1.9K | Added |
| 8 | Dimensional ETF Trust | 594.7K | $14.06M | 3.5% | +70.7K | Added |
| 9 | Dimensional ETF Trust | 311.4K | $12.28M | 3.1% | +3.9K | Added |
| 10 | Dimensional ETF Trust | 341.6K | $11.01M | 2.7% | +7.7K | Added |
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