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 851,923 shares of DFSV stock, worth $26.8 Million. This represents 7.38% of its overall portfolio holdings.

Number of Shares
851,923
Previous 843,368 1.01%
Holding current value
$26.8 Million
Previous $24.8 Billion 9.29%
% of portfolio
7.38%
Previous 7.21%

Shares

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

Nov 12, 2025
BUY
$29.2 - $32.74 $249,806 - $280,090
8,555 Added 1.01%
851,923 $27.1 Billion
Q2 2025

Aug 13, 2025
BUY
$24.21 - $29.47 $920,827 - $1.12 Million
38,035 Added 4.72%
843,368 $24.8 Billion
Q1 2025

May 01, 2025
BUY
$27.56 - $32.1 $2.69 Million - $3.13 Million
97,536 Added 13.78%
805,333 $22.7 Billion
Q4 2024

Feb 10, 2025
BUY
$30.18 - $33.87 $21.4 Million - $24 Million
707,797 New
707,797 $21.8 Billion

Others Institutions Holding DFSV

# of Institutions
496
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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