Instuitional Investor - United Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | United Wealth Management, Llc |
| Portfolio Value | $319,315,191 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,435,982 | $113,353,056 | 35.5% | |
| 2. | Dimensional Etf Trust | 591,219 | $30,891,173 | 9.67% | |
| 3. | Dimensional Etf Trust | 956,922 | $26,573,732 | 8.32% | |
| 4. | Dimensional Etf Trust | 709,926 | $23,526,957 | 7.37% | |
| 5. | Dimensional Etf Trust | 805,333 | $22,670,113 | 7.1% |
