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Alan Bewley

United Wealth Management, Llc

Assets Managed
$402.263M
Holdings
24
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
4.06%(2Q avg: 4.63%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in United Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 24 positions.

Assets under management

The assets under management (AUM) of United Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 402.263M in assets, with a quarterly growth rate of 4.06% and a 2-quarter average growth rate of 4.63%. The portfolio is managed by Alan Bewley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 4.24%
36.35%
$146.219M
3.763M shares@ $38.87 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 1.6%
8.66%
$34.804M
979,558 shares@ $35.54 avg price
DFGX
Dim Gbl Ex Us C Fixed Inc
Recent Activity
Increased 4.69%
8.62%
$34.639M
660,407 shares@ $52.46 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 1.73%
7.84%
$31.508M
899,209 shares@ $35.05 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 3.47%
7.09%
$28.499M
775,275 shares@ $36.76 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
Increased 14.61%
5.7%
$22.895M
424,059 shares@ $53.99 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 0.53%
5.42%
$21.773M
365,624 shares@ $59.55 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 13.49%
3.5%
$14.065M
594,705 shares@ $23.65 avg price
DISV
Dimensional International Sm
Recent Activity
Increased 1.28%
3.06%
$12.283M
311,425 shares@ $39.44 avg price
DIHP
Dimensional International Hi
Recent Activity
Increased 2.32%
2.74%
$11.007M
341,629 shares@ $32.23 avg price

1-10 of 24