United Wealth Management, LLC ETF holdings
Charlottesville, VA
Reported $443.8M in 22 ETFs in its Form 13F for June 30, 2026.
ETF value
$443.8M
ETFs held
22
Change from prior quarter
+10.5%
With price moves
ETFs as a share of its 13F
99.9%
of $444.4M
Top 10 of 22 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $167.5M | 3,775,121 | +12,404 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $36.8M | 986,763 | +7,205 shares |
| DFGX | Dimensional International Core Fixed Income ETF | $36.2M | 676,064 | +15,657 shares |
| DFSV | Dimensional US Small Cap Value ETF | $35.1M | 904,345 | +5,136 shares |
| DUHP | Dimensional US High Profitability ETF | $32.9M | 788,373 | +13,098 shares |
| DFGP | Dimensional Global Core Plus Fixed Income ETF | $24.4M | 448,547 | +24,488 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $21.6M | 366,726 | +1,102 shares |
| DFAR | Dimensional US Real Estate ETF | $15.7M | 600,451 | +5,746 shares |
| DISV | Dimensional International Small Cap Value ETF | $12.5M | 310,662 | −763 shares |
| DIHP | Dimensional International High Profitability ETF | $11.8M | 346,764 | +5,135 shares |
12 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002055362. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does United Wealth Management, LLC own?
United Wealth Management, LLC reported 22 ETF positions worth $443.8M in its Form 13F for June 30, 2026. The largest was DFAC, at $167.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.