United Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

United Wealth Management, LLC

  • $344 Billion
  • Q2 2025
Number of Shares
577,940
Previous 591,219 2.25%
Holding current value
$30.8 Billion
Previous $30.9 Billion 0.17%
% of portfolio
8.95%
Previous 9.67%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-13,279 Reduced 2.25%
577,940 $30.8 Billion
Q1 2025

May 01, 2025
BUY
N/A
14,419 Added 2.5%
591,219 $30.9 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
576,800 New
576,800 $30.2 Billion
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