Instuitional Investor - United Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | United Wealth Management, Llc |
| Portfolio Value | $296,743,819 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,141,750 | $108,673,127 | 36.62% | |
| 2. | Dimensional Etf Trust | 576,800 | $30,178,180 | 10.16% | |
| 3. | Dimensional Etf Trust | 863,493 | $22,316,965 | 7.52% | |
| 4. | Dimensional Etf Trust | 652,508 | $22,048,255 | 7.43% | |
| 5. | Dimensional Etf Trust | 707,797 | $21,785,982 | 7.34% |
