StockDriftsStockDriftsTop 24 United Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 36.35% | 3.76M | $146.2M | +4.23%(+152.80K) | $34.69(+24.59%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 8.65% | 979.6K | $34.8M | +1.60%(+15.40K) | $27.18(+40.10%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 8.61% | 660.4K | $34.6M | +4.68%(+29.53K) | $53.17(-1.08%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 7.83% | 899.2K | $31.5M | +1.73%(+15.26K) | $30.67(+19.79%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 7.08% | 775.3K | $28.5M | +3.46%(+25.96K) | $34.15(+16.85%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 5.69% | 424.1K | $22.9M | +14.61%(+54.05K) | $53.91(+0.82%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.41% | 365.6K | $21.8M | +0.53%(+1.91K) | $59.27(-0.48%) | 2026-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 3.5% | 594.7K | $14.1M | +13.49%(+70.69K) | $24.18(+6.70%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 3.05% | 311.4K | $12.3M | +1.28%(+3.92K) | $28.09(+50.57%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 2.74% | 341.6K | $11.0M | +2.31%(+7.72K) | $26.72(+28.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.68% | +35.58% |
| Top 20 Holdings Unweighted | +13.86% | +47.61% |
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