Three Arch Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Three Arch Wealth Management’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47M	Sell	573,323 -2,420	-0.4%	-$191K	7.21%	3
2026 Q1	$40.8M	Sell	575,743 -3,669	-0.6%	-$272K	7.34%	3
2025 Q4	$43M	Buy	+579,412	New	+$42.6M	8.05%	3

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Three Arch Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.42% in Q2 2026, selling an estimated $191K and leaving 573,323 shares worth $47M. The position accounts for 7.21% of the portfolio, ranked #3.

Three Arch Wealth Management first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Three Arch Wealth Management held 573,323 shares of Dimensional US Equity ETF worth $47M as of Q2 2026.
Three Arch Wealth Management sold 2,420 Dimensional US Equity ETF shares in Q2 2026, an estimated $191K.
Dimensional US Equity ETF made up 7.21% of Three Arch Wealth Management's portfolio in Q2 2026, its #3 holding.
Three Arch Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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