Top 50 Three Arch Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 8.29% | 738.0K | $46.1M | -0.84%(-6.22K) | $58.88(+18.18%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 8.06% | 630.1K | $44.8M | -1.69%(-10.83K) | $69.06(+18.05%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 7.34% | 575.7K | $40.8M | -0.63%(-3.67K) | $73.31(+11.33%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 6.82% | 343.5K | $37.9M | +2.90%(+9.68K) | $100.91(+22.40%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.56% | 585.4K | $30.9M | -0.39%(-2.30K) | $48.01(+14.29%) | 2026-03-31 | |
| DGCB | DIMENSIONAL ETF TRUST | 5.45% | 559.6K | $30.3M | +1.72%(+9.46K) | $54.83(-0.35%) | 2026-03-31 | |
| AVSC | AMERICAN CENTY ETF TR | 5.26% | 469.2K | $29.2M | +3.40%(+15.43K) | $58.08(+25.06%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 5.24% | 601.3K | $29.1M | -0.16%(-991) | $45.64(+20.18%) | 2026-03-31 | |
| AVMV | AMERICAN CENTY ETF TR | 5.12% | 383.5K | $28.4M | +3.15%(+11.73K) | $70.13(+14.68%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.97% | 617.6K | $22.1M | +3.15%(+18.88K) | $33.60(+18.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.94% | +32.86% |
| Top 20 Holdings Unweighted | +8.71% | +28.48% |
Sign up free to track Three Arch Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.