United Wealth Management
United Wealth Management reported 23 stocks worth $378M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are Dimensional ETF Trust (44.6%), DFIC (9.9%) and DFGX (9.4%). Compared with Q2 2026, the fund opened new positions in DFAR and AAPL, added to DFIC, DFGX and DFGP and trimmed VT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $169M | 44.6% | 3.8M | +21K (+1%) | 8 of 8 | |
| 2 |  DFIC Dimensional Intern Core | $37.6M | 9.9% | 999K | +13K (+1%) | 8 of 8 | |
| 3 |  DFGX Dimensional ETF Trust | $35.5M | 9.4% | 694K | +18K (+3%) | 8 of 8 | |
| 4 |  DFGP Dimensional ETF Trust | $24.3M | 6.4% | 469K | +20K (+5%) | 8 of 8 | |
| 5 |  VGIT Vanguard Scottsdale Fds | $21.3M | 5.6% | 375K | +8,603 (+2%) | 8 of 8 | |
| 6 |  DFAR Dfa Invt Dimensions Group in | $14.6M | 3.9% | 604K | New position | 1 of 8 | |
| 7 |  DISV Dimensional ETF Trust | $13.6M | 3.6% | 314K | +2,852 (+1%) | 8 of 8 | |
| 8 |  DIHP Dimensional Intern High | $11.9M | 3.1% | 352K | +5,716 (+2%) | 8 of 8 | |
| 9 |  DFEM Dimensional ETF Trust | $10.8M | 2.9% | 272K | +2,846 (+1%) | 8 of 8 | |
| 10 |  DFCF Dimensional Core Fixed | $9.6M | 2.5% | 239K | +8,984 (+4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $35.1M | 904K |
DIMENSIONAL ETF TRUST | $32.9M | 788K |
DIMENSIONAL US REAL | $15.7M | 600K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →United Wealth Management 13F FAQ
What does United Wealth Management own?
United Wealth Management reported 23 stocks worth $378M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are Dimensional ETF Trust (44.6%), DFIC (9.9%) and DFGX (9.4%). The table above lists every position in the filing (the top 10 without an account).
What did United Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 12 added to, 1 trimmed and 3 sold out. New positions include DFAR and AAPL.
When will United Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is United Wealth Management's portfolio worth?
The Q3 2026 filing reports $378M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.