Fund Universe

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☆United Wealth Management, LLC

CIK 0002055362 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.894
AUM ($M)
444
Positions
24
Turnover
0.02
Top-10 wt
89%
Herfindahl
0.177
History (qtrs)
6
Excess Return
—

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Quarter
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Security type

Holdings · 24 positions · portfolio value $444M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 37.7% +1.3% 167.5 3,775,121 +12,404 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 8.3% -0.4% 36.8 986,763 +7,205 5 —
☆DFGX funds › DIMENSIONAL ETF TRUST ADD — 8.2% -0.5% 36.2 676,064 +15,657 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST ADD — 7.9% +0.1% 35.1 904,345 +5,136 5 —
☆DUHP funds › DIMENSIONAL ETF TRUST ADD — 7.4% +0.3% 32.9 788,373 +13,098 5 —
☆DFGP funds › DIMENSIONAL ETF TRUST ADD — 5.5% -0.2% 24.4 448,547 +24,488 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 4.9% -0.5% 21.6 366,726 +1,102 5 —
☆DFAR funds › DIMENSIONAL ETF TRUST ADD — 3.5% +0.0% 15.7 600,451 +5,746 5 —
☆DISV funds › DIMENSIONAL ETF TRUST TRIM — 2.8% -0.2% 12.5 310,662 -763 5 —
☆DIHP funds › DIMENSIONAL ETF TRUST ADD — 2.7% -0.1% 11.8 346,764 +5,135 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST TRIM — 2.5% +0.1% 11.0 269,486 -3,697 5 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 2.2% -0.2% 9.7 229,619 +4,043 5 —
☆DEHP funds › DIMENSIONAL ETF TRUST TRIM — 1.6% +0.2% 7.2 168,388 -3,096 5 —
☆DFEV funds › DIMENSIONAL ETF TRUST TRIM — 1.5% +0.1% 6.9 161,153 -1,276 5 —
☆DFNM funds › DIMENSIONAL ETF TRUST ADD — 1.5% -0.1% 6.7 138,321 +5,052 5 —
☆DFAX funds › DIMENSIONAL ETF TRUST TRIM — 0.7% -0.0% 3.3 89,067 -2,092 5 —
☆DFSU funds › DIMENSIONAL ETF TRUST ADD — 0.6% +0.0% 2.5 53,273 +1,541 5 —
☆DFSI funds › DIMENSIONAL ETF TRUST ADD — 0.2% -0.0% 0.7 15,151 +347 5 —
☆VTV funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.6 2,566 +0 3 —
☆VT funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% +0.0% 0.3 2,139 -3 5 —
☆UAL funds › UNITED AIRLS HLDGS INC HOLD — 0.1% +0.0% 0.3 2,413 +0 5 —
☆WFC funds › WELLS FARGO & CO HOLD — 0.1% -0.0% 0.3 3,818 +0 5 —
☆DFSE funds › DIMENSIONAL ETF TRUST TRIM — 0.1% +0.0% 0.3 5,336 -46 5 —
☆IVV funds › ISHARES TR HOLD — 0.1% +0.0% 0.2 323 +0 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 444 24 0.02 89% 0.177 0.893 — in
2026Q1 402 24 0.01 89% 0.169 0.895 — in
2025Q4 387 24 0.01 89% 0.173 0.880 — in
2025Q3 367 23 0.01 89% 0.174 0.875 — in
2025Q2 344 24 0.02 89% 0.170 0.882 — entered
2025Q1 319 21 0.00 89% 0.165 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status