TCI Wealth Advisors, Inc. DFUV Holdings History
TCI Wealth Advisors, Inc.'s Dimensional US Marketwide Value ETF Holding Summary
As of 2025-06-30, TCI Wealth Advisors, Inc. held 2.74 Mil shares of Dimensional US Marketwide Value ETF(DFUV), totaling $115.93 Mil. This investment constitutes 7.95% of their stock portfolio, and TCI Wealth Advisors, Inc. now holds 1% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then TCI Wealth Advisors, Inc. has made 13 purchases of DFUV, at an average price of $35.09, for a total of 2.74 Mil shares. Based on historical transaction data and DFUV's current price of $42.58, TCI Wealth Advisors, Inc.'s estimated gain on his DFUV holdings is $20.53 Mil, reflecting a 21.33% gain to date.
TCI Wealth Advisors, Inc. DFUV ($42.58) Holding Chart
TCI Wealth Advisors, Inc. DFUV ($42.58) 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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