United Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

United Wealth Management, LLC

  • $344 Billion
  • Q2 2025
Number of Shares
346,111
Previous 336,505 2.85%
Holding current value
$18.9 Billion
Previous $18 Billion 4.9%
% of portfolio
5.48%
Previous 5.63%

Shares

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

Aug 13, 2025
BUY
N/A
9,606 Added 2.85%
346,111 $18.9 Billion
Q1 2025

May 01, 2025
BUY
N/A
58,437 Added 21.02%
336,505 $18 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
278,068 New
278,068 $14.7 Billion
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