UWM
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United Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

United Wealth Management’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$587K Sell
14,898
-132
-0.9% -$5.2K 0.17% 18
2025
Q1 		$524K Buy
15,030
+373
+3% +$13K 0.16% 18
2024
Q4 		$481K Buy
+14,657
New +$481K 0.16% 18