TCI Wealth Advisors, Inc. DFIS Holdings History
Number of Shares
1.41 Mil
Current Holdings Value*
$36.47 Mil
% of Portfolio
2.92%
Total Estimate Gain
$8.79 Mil
% of Total Estimate Gain
26.72%
TCI Wealth Advisors, Inc.'s Dimensional International Small Cap ETF Holding Summary
As of 2025-03-31, TCI Wealth Advisors, Inc. held 1.41 Mil shares of Dimensional International Small Cap ETF(DFIS), totaling $36.47 Mil. This investment constitutes 2.92% of their stock portfolio, and TCI Wealth Advisors, Inc. now holds 1.39% of the outstanding Dimensional International Small Cap ETF(DFIS) stock.
The initial trade took place in 2022Q2. And since then TCI Wealth Advisors, Inc. has made 12 purchases of DFIS, at an average price of $23.31, for a total of 1.41 Mil shares. Based on historical transaction data and DFIS's current price of $29.54, TCI Wealth Advisors, Inc.'s estimated gain on his DFIS holdings is $8.79 Mil, reflecting a 26.72% gain to date.
TCI Wealth Advisors, Inc. DFIS ($29.54) Holding Chart
TCI Wealth Advisors, Inc. DFIS ($29.54) 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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