TCI Wealth Advisors, Inc. DFGP Holdings History
TCI Wealth Advisors, Inc.'s Dimensional Global Core Plus Fixed Income ETF Holding Summary
As of 2025-06-30, TCI Wealth Advisors, Inc. held 588,022.00 shares of Dimensional Global Core Plus Fixed Income ETF(DFGP), totaling $32.04 Mil. This investment constitutes 2.2% of their stock portfolio, and TCI Wealth Advisors, Inc. now holds 1.95% of the outstanding Dimensional Global Core Plus Fixed Income ETF(DFGP) stock.
The initial trade took place in 2024Q1. And since then TCI Wealth Advisors, Inc. has made 5 purchases of DFGP, at an average price of $53.12, for a total of 593,619.00 shares. In addition, there have been 1 sales at an average price of $54.20 for 5,597.00 shares. Based on historical transaction data and DFGP's current price of $54.20, TCI Wealth Advisors, Inc.'s estimated gain on his DFGP holdings is $641,215.12, reflecting a 2.03% gain to date.
TCI Wealth Advisors, Inc. DFGP ($54.20) Holding Chart
TCI Wealth Advisors, Inc. DFGP ($54.20) 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 % | |||
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