United Wealth Management, LLC 13F 持仓 · 2026年Q2
United Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 4.44 亿美元。前几大持仓：DFAC（37.68%）、DFIC（8.27%）、DFGX（8.15%）。本季前 25 大持仓中：增持 13 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $167.5M | 37.68% | 3.8M | 增持 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $36.8M | 8.27% | 986,763 | 增持 |
| 3 | DFGX | DIMENSIONAL ETF TRUST | $36.2M | 8.15% | 676,064 | 增持 |
| 4 | DFSV | DIMENSIONAL ETF TRUST | $35.1M | 7.89% | 904,345 | 增持 |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $32.9M | 7.40% | 788,373 | 增持 |
| 6 | DFGP | DIMENSIONAL ETF TRUST | $24.4M | 5.50% | 448,547 | 增持 |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | $21.6M | 4.87% | 366,726 | 增持 |
| 8 | DFAR | DIMENSIONAL ETF TRUST | $15.7M | 3.53% | 600,451 | 增持 |
| 9 | DISV | DIMENSIONAL ETF TRUST | $12.5M | 2.81% | 310,662 | 减持 |
| 10 | DIHP | DIMENSIONAL ETF TRUST | $11.8M | 2.66% | 346,764 | 增持 |
| 11 | DFEM | DIMENSIONAL ETF TRUST | $11.0M | 2.46% | 269,486 | 减持 |
| 12 | DFCF | DIMENSIONAL ETF TRUST | $9.7M | 2.18% | 229,619 | 增持 |
| 13 | DEHP | DIMENSIONAL ETF TRUST | $7.2M | 1.62% | 168,388 | 减持 |
| 14 | DFEV | DIMENSIONAL ETF TRUST | $6.9M | 1.55% | 161,153 | 减持 |
| 15 | DFNM | DIMENSIONAL ETF TRUST | $6.7M | 1.50% | 138,321 | 增持 |
| 16 | DFAX | DIMENSIONAL ETF TRUST | $3.3M | 0.74% | 89,067 | 减持 |
| 17 | DFSU | DIMENSIONAL ETF TRUST | $2.5M | 0.56% | 53,273 | 增持 |
| 18 | DFSI | DIMENSIONAL ETF TRUST | $683,310 | 0.15% | 15,151 | 增持 |
| 19 | VTV | VANGUARD INDEX FDS | $559,208 | 0.13% | 2,566 | 持平 |
| 20 | VT | VANGUARD INTL EQUITY INDEX F | $335,702 | 0.08% | 2,139 | 减持 |
| 21 | UAL | UNITED AIRLS HLDGS INC | $328,144 | 0.07% | 2,413 | 持平 |
| 22 | WFC | WELLS FARGO & CO | $315,520 | 0.07% | 3,818 | 持平 |
| 23 | DFSE | DIMENSIONAL ETF TRUST | $260,821 | 0.06% | 5,336 | 减持 |
| 24 | IVV | ISHARES TR | $242,244 | 0.05% | 323 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR