UWM

United Wealth Management Portfolio holdings

AUM $344M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$3.12M
3
+$2.75M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.59M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.9M

Top Sells

1
+$83.7K
2
+$70.4K

Sector Composition

1 Financials 0.09%
2 Industrials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$38.5B
$113M 35.5%
3,435,982
+294,232
DFGX icon
2
Dimensional Global ex US Core Fixed Income ETF
DFGX
$1.13B
$30.9M 9.67%
591,219
+14,419
DFIC icon
3
Dimensional International Core Equity 2 ETF
DFIC
$10.6B
$26.6M 8.32%
956,922
+93,429
DUHP icon
4
Dimensional US High Profitability ETF
DUHP
$9.72B
$23.5M 7.37%
709,926
+57,418
DFSV icon
5
Dimensional US Small Cap Value ETF
DFSV
$5.22B
$22.7M 7.1%
805,333
+97,536
VGIT icon
6
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
$20.8M 6.51%
350,070
+2,509
DFGP icon
7
Dimensional Global Core Plus Fixed Income ETF
DFGP
$1.82B
$18M 5.63%
336,505
+58,437
DFAR icon
8
Dimensional US Real Estate ETF
DFAR
$1.37B
$11.4M 3.57%
479,767
+38,572
DFCF icon
9
Dimensional Core Fixed Income ETF
DFCF
$8.1B
$8.99M 2.82%
213,747
+2,634
DISV icon
10
Dimensional International Small Cap Value ETF
DISV
$3.61B
$8.9M 2.79%
305,796
+29,645
DIHP icon
11
Dimensional International High Profitability ETF
DIHP
$4.59B
$8.66M 2.71%
321,353
+32,896
DFEM icon
12
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.51B
$6.89M 2.16%
260,530
+25,129
DFNM icon
13
Dimensional National Municipal Bond ETF
DFNM
$1.68B
$4.74M 1.49%
99,714
+3,443
DFEV icon
14
Dimensional Emerging Markets Value ETF
DFEV
$1.21B
$4.04M 1.27%
149,525
+25,330
DEHP icon
15
Dimensional Emerging Markets High Profitability ETF
DEHP
$304M
$3.97M 1.24%
157,607
+27,929
DFAX icon
16
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.68B
$2.73M 0.86%
104,239
-3,196
DFSU icon
17
Dimensional US Sustainability Core 1 ETF
DFSU
$1.72B
$1.83M 0.57%
51,107
+610
DFSI icon
18
Dimensional International Sustainability Core 1 ETF
DFSI
$830M
$524K 0.16%
15,030
+373
VT icon
19
Vanguard Total World Stock ETF
VT
$55.1B
$284K 0.09%
2,448
WFC icon
20
Wells Fargo
WFC
$271B
$274K 0.09%
3,818
-980
UAL icon
21
United Airlines
UAL
$30.2B
$270K 0.08%
3,913