TCI Wealth Advisors, Inc. DFSV Holdings History
TCI Wealth Advisors, Inc.'s Dimensional US Small Cap Value ETF Holding Summary
As of 2025-06-30, TCI Wealth Advisors, Inc. held 256,488.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $7.55 Mil. This investment constitutes 0.52% of their stock portfolio, and TCI Wealth Advisors, Inc. now holds 0.16% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q4. And since then TCI Wealth Advisors, Inc. has made 5 purchases of DFSV, at an average price of $27.58, for a total of 258,745.00 shares. In addition, there have been 4 sales at an average price of $29.30 for 2,257.00 shares. Based on historical transaction data and DFSV's current price of $30.36, TCI Wealth Advisors, Inc.'s estimated gain on his DFSV holdings is $717,610.04, reflecting a 10.06% gain to date.
TCI Wealth Advisors, Inc. DFSV ($30.36) Holding Chart
TCI Wealth Advisors, Inc. DFSV ($30.36) 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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