United Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

United Wealth Management, LLC

  • $319 Billion
  • Q1 2025
Number of Shares
591,219
Previous 576,800 2.5%
Holding current value
$30.9 Billion
Previous $30.2 Billion 2.36%
% of portfolio
9.67%
Previous 10.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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