United Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

United Wealth Management, LLC

$344 Billion
Q2 2025

A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, United Wealth Management, LLC holds 950,789 shares of DFIC stock, worth $30.5 Million. This represents 8.58% of its overall portfolio holdings.

Number of Shares

950,789

Previous 956,922 0.64%

Holding current value

$30.5 Million

Previous $26.6 Billion 11.24%

% of portfolio

8.58%

Previous 8.32%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$24.94 - $31.15 $152,957 - $191,042	-6,133 Reduced 0.64%	950,789 $29.6 Billion
Q1 2025 May 01, 2025	BUY	$25.54 - $28.79 $2.39 Million - $2.69 Million	93,429 Added 10.82%	956,922 $26.6 Billion
Q4 2024 Feb 10, 2025	BUY	$25.61 - $28.0 $22.1 Million - $24.2 Million	863,493 New	863,493 $22.3 Billion

Others Institutions Holding DFIC

# of Institutions

509

Shares Held

295M

Call Options Held

6.6K

Put Options Held

3.9K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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United Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History