United Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

United Wealth Management, LLC

  • $367 Billion
  • Q3 2025
Number of Shares
359,147
Previous 346,111 3.77%
Holding current value
$20 Billion
Previous $18.9 Billion 5.82%
% of portfolio
5.43%
Previous 5.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
13,036 Added 3.77%
359,147 $20 Billion
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
Track This Portfolio

Track United Wealth Management, LLC Portfolio

Follow United Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email