Three Arch Wealth Management LLC
CIK 2109462 · Holdings on Mar 31, 2026 · First reported May 6, 2026
Top ten holdings
Q1 2026- DFAT8.29%
- DFAS8.06%
- DFUS7.34%
- AVUV6.82%
- DFIV5.56%
- DGCB5.45%
- AVSC5.26%
- DFUV5.24%
- AVMV5.12%
- DFLV3.97%
Share classes counted separately61.11%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFUSWeight decreased · -0.71 pp8.05% → 7.34%Shares -3.67K (-0.63%)
- AVUVWeight increased · +0.44 pp6.38% → 6.82%Shares +9.68K (+2.90%)
- DFASWeight decreased · -0.31 pp8.37% → 8.06%Shares -10.83K (-1.69%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $46.09M | 8.29% | 738.03K shares | 8.30% → 8.29%-0.01 pp -6.22K (-0.84%) | Reduced | ↗▾ |
| 02 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $44.82M | 8.06% | 630.10K shares | 8.37% → 8.06%-0.31 pp -10.83K (-1.69%) | Reduced | ↗▾ |
| 03 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $40.83M | 7.34% | 575.74K shares | 8.05% → 7.34%-0.71 pp -3.67K (-0.63%) | Reduced | ↗▾ |
| 04 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $37.95M | 6.82% | 343.50K shares | 6.38% → 6.82%+0.44 pp +9.68K (+2.90%) | Added | ↗▾ |
| 05 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $30.90M | 5.56% | 585.42K shares | 5.49% → 5.56%+0.07 pp -2.30K (-0.39%) | Reduced | ↗▾ |
| 06 | DGCBDIMENSIONAL GLOBAL CREDITGLOBAL CR ETF View history and evidence | $30.29M | 5.45% | 559.56K shares | 5.59% → 5.45%-0.14 pp +9.46K (+1.72%) | Added | ↗▾ |
| 07 | AVSCAVANTIS US SMALL CAP EQUITYAVANTIS US SMALL View history and evidence | $29.23M | 5.26% | 469.25K shares | 4.99% → 5.26%+0.27 pp +15.43K (+3.40%) | Added | ↗▾ |
| 08 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $29.14M | 5.24% | 601.26K shares | 5.26% → 5.24%-0.02 pp -991 (-0.16%) | Reduced | ↗▾ |
| 09 | AVMVAVANTIS US MID CAP VAL ETFAVANTIS US MID C View history and evidence | $28.45M | 5.12% | 383.51K shares | 4.96% → 5.12%+0.16 pp +11.73K (+3.15%) | Added | ↗▾ |
| 10 | DFLVDIM US LARGE CAP VALUE ETFUS LARGE CAP VAL View history and evidence | $22.05M | 3.97% | 617.58K shares | 3.84% → 3.97%+0.13 pp +18.88K (+3.15%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ORCL ORACLE CORP | Non-derivative | -1,114 | -$217.15K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2109462 · Period Mar 31, 2026
Data loaded Nov 10, 2026 · First reported May 6, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 556127105
}Research all 61 reported holdings.
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