United Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

United Wealth Management, LLC

  • $319 Billion
  • Q1 2025
Number of Shares
336,505
Previous 278,068 21.02%
Holding current value
$18 Billion
Previous $14.7 Billion 22.39%
% of portfolio
5.63%
Previous 4.95%

Shares

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