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DFA Tax-Managed US Marketwide Value II shares owned by Three Arch Wealth Management

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Three Arch Wealth Management from 13F filings

Historical chart of Three Arch Wealth Management investment in DFA Tax-Managed US Marketwide Value II

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by Three Arch Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Three Arch Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $29M 601k 48.46

More positions owned by Three Arch Wealth Management

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Global Cr Etf (DGCB)
American Centy Etf Tr Avantis Us Small (AVSC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Avantis Us Mid C (AVMV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Hi (DEHP)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for Three Arch Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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Empirical Financial Services, LLC d/b/a Empirical Wealth Management
HPM Partners
Modera Wealth Management
Maseco

View all funds holding DFA Tax-Managed US Marketwide Value II