Instuitional Investor - United Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | United Wealth Management, Llc |
Portfolio Value | $344,439,586 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 3,509,007 | $125,762,795 | 36.51% | |
2. | Dimensional Etf Trust | 577,940 | $30,838,859 | 8.95% | |
3. | Dimensional Etf Trust | 950,789 | $29,560,020 | 8.58% | |
4. | Dimensional Etf Trust | 721,458 | $25,655,029 | 7.45% | |
5. | Dimensional Etf Trust | 843,368 | $24,820,326 | 7.21% |