TCI Wealth Advisors, Inc. DFUS Holdings History
TCI Wealth Advisors, Inc.'s Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, TCI Wealth Advisors, Inc. held 2.48 Mil shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $150.15 Mil. This investment constitutes 12.02% of their stock portfolio, and TCI Wealth Advisors, Inc. now holds 1.11% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q2. And since then TCI Wealth Advisors, Inc. has made 12 purchases of DFUS, at an average price of $47.64, for a total of 2.58 Mil shares. In addition, there have been 4 sales at an average price of $49.24 for 100,144.00 shares. Based on historical transaction data and DFUS's current price of $66.84, TCI Wealth Advisors, Inc.'s estimated gain on his DFUS holdings is $47.83 Mil, reflecting a 38.88% gain to date.
TCI Wealth Advisors, Inc. DFUS ($66.84) Holding Chart
TCI Wealth Advisors, Inc. DFUS ($66.84) 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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