United Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

United Wealth Management, LLC

  • $367 Billion
  • Q3 2025

A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, United Wealth Management, LLC holds 955,303 shares of DFIC stock, worth $31.9 Million. This represents 8.52% of its overall portfolio holdings.

Number of Shares
955,303
Previous 950,789 0.47%
Holding current value
$31.9 Million
Previous $29.6 Billion 5.97%
% of portfolio
8.52%
Previous 8.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$30.76 - $33.01 $138,850 - $149,007
4,514 Added 0.47%
955,303 $31.3 Billion
Q2 2025

Aug 13, 2025
SELL
$24.94 - $31.15 $152,957 - $191,042
-6,133 Reduced 0.64%
950,789 $29.6 Billion
Q1 2025

May 01, 2025
BUY
$25.54 - $28.79 $2.39 Million - $2.69 Million
93,429 Added 10.82%
956,922 $26.6 Billion
Q4 2024

Feb 10, 2025
BUY
$25.61 - $28.0 $22.1 Million - $24.2 Million
863,493 New
863,493 $22.3 Billion

Others Institutions Holding DFIC

# of Institutions
526
Shares Held
282M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track United Wealth Management, LLC Portfolio

Follow United Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email