TCI Wealth Advisors, Inc. DFAC Holdings History
TCI Wealth Advisors, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, TCI Wealth Advisors, Inc. held 2.06 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $67.89 Mil. This investment constitutes 5.44% of their stock portfolio, and TCI Wealth Advisors, Inc. now holds 0.22% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q2. And since then TCI Wealth Advisors, Inc. has made 14 purchases of DFAC, at an average price of $27.84, for a total of 2.23 Mil shares. In addition, there have been 2 sales at an average price of $25.17 for 168,409.00 shares. Based on historical transaction data and DFAC's current price of $35.49, TCI Wealth Advisors, Inc.'s estimated gain on his DFAC holdings is $15.29 Mil, reflecting a 24.68% gain to date.
TCI Wealth Advisors, Inc. DFAC ($35.49) Holding Chart
TCI Wealth Advisors, Inc. DFAC ($35.49) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
