TAWM
DFSV

Three Arch Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Three Arch Wealth Management’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.76M Sell
122,699
-8,805
-7% -$329K 0.73% 23
2026
Q1 		$4.61M Sell
131,504
-15,859
-11% -$560K 0.83% 23
2025
Q4 		$4.85M Buy
+147,363
New +$4.74M 0.91% 23

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Three Arch Wealth Management's DFSV Position: Q2 2026 in Review

Three Arch Wealth Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 6.7% in Q2 2026, selling an estimated $329K and leaving 122,699 shares worth $4.76M. The position accounts for 0.73% of the portfolio, ranked #23.

Three Arch Wealth Management first reported a position in DFSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.85M in Q4 2025. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Three Arch Wealth Management held 122,699 shares of Dimensional US Small Cap Value ETF worth $4.76M as of Q2 2026.
  • Three Arch Wealth Management sold 8,805 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $329K.
  • Dimensional US Small Cap Value ETF made up 0.73% of Three Arch Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Three Arch Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Three Arch Wealth Management's Dimensional US Small Cap Value ETF position peaked at $4.85M in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Three Arch Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.