TW

TCI Wealth Advisors, Inc.

13F
TCI Wealth Advisors, Inc.
Last update 2025-07-16 252 Stocks (33 new)
Value $1.46 Bil Turnover 10 %
Countries:
Top Holdings: DFUS(12.54%)DFAS(10.36%)DFUV(7.95%)AVUV(5.72%)DFAC(4.92%)
Summary Stock Picks Current Portfolio
TCI Wealth Advisors, Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFUS
Dimensional U.S. Equity Market ETF
2,730,367
182,989.2
+9.98%
12.540
+1.14%
1.180
+20.05%
+7.40%
15,782.0
 
DFAS
Dimensional U.S. Small Cap ETF
2,373,334
151,205.1
-3.63%
10.360
-0.43%
1.470
+17.53%
+0.75%
10,531.1
 
DFUV
Dimensional US Marketwide Value ETF
2,741,948
115,929.6
+10.75%
7.950
+0.77%
1.000
+12.26%
+4.97%
11,649.0
 
AVUV
Avantis U.S. Small Cap Value ETF
915,454
83,397.9
+5.82%
5.720
+0.31%
0.520
+17.12%
-2.02%
16,539.2
 
DFAC
Dimensional U.S. Core Equity 2 ETF
2,003,861
71,818.4
-2.62%
4.920
-0.14%
0.210
+18.73%
+6.19%
35,543.3
 
DFIV
Dimensional International Value ETF
1,495,634
64,058.0
+5.11%
4.390
+0.21%
0.520
+12.55%
+22.98%
12,179.3
 
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
674,075
53,440.6
+1.65%
3.660
+0.06%
0.550
+16.67%
+25.49%
9,787.5
 
DFGR
Dimensional Global Real Estate ETF
1,934,020
51,889.8
+19.42%
3.560
+0.58%
2.030
+4.96%
+6.27%
2,557.8
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
1,388,309
49,368.3
+37.38%
3.380
+0.92%
0.570
+15.80%
+7.66%
8,829.1
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
1,509,084
43,688.0
+10.43%
2.990
+0.28%
0.710
+19.32%
+17.55%
6,237.6
 

TCI Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns

TCI Wealth Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFUS
Dimensional U.S. Equity Market ETF
2025-06-30
Add
Add
+1.14%
●
53.65 ($61.9) 67.02
$68.13
10.06%
Add 9.98%
2,730,367
247,713
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-06-30
Add
Add
+0.92%
●
29.36 ($33.38) 35.56
$36.17
8.36%
Add 37.38%
1,388,309
377,756
IJR
iShares Core S&P Small-Cap ETF
2025-06-30
Add
Add
+0.80%
●
90.56 ($103.39) 109.49
$111.87
8.20%
Add 2914.07%
110,526
106,859
DFUV
Dimensional US Marketwide Value ETF
2025-06-30
Add
Add
+0.77%
●
36.25 ($40.18) 42.28
$42.58
5.97%
Add 10.75%
2,741,948
266,152
DFGR
Dimensional Global Real Estate ETF
2025-06-30
Add
Add
+0.58%
●
23.51 ($26.25) 27.25
$26.91
2.51%
Add 19.42%
1,934,020
314,464
DFSV
Dimensional US Small Cap Value ETF
2025-06-30
Add
Add
+0.49%
●
24.21 ($27.7) 29.47
$30.36
9.60%
Add 1430.72%
256,488
239,732
DFGP
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
2025-06-30
Add
Add
+0.48%
●
52.44 ($53.52) 54.49
$54.20
1.27%
Add 27.74%
588,022
127,712
DFAS
Dimensional U.S. Small Cap ETF
2025-06-30
Reduce
Reduce
-0.43%
●
52.31 ($59.95) 63.72
$65.25
8.84%
Reduce -3.63%
2,373,334
-89,424
AVUV
Avantis U.S. Small Cap Value ETF
2025-06-30
Add
Add
+0.31%
●
75.17 ($86.2) 91.21
$93.77
8.78%
Add 5.82%
915,454
50,356
VTV
Vanguard Value ETF
2025-06-30
Add
Add
+0.30%
●
153.67 ($168.97) 176.74
$177.66
5.14%
Add 597.13%
28,945
24,793

TCI Wealth Advisors, Inc. Total Holding History ($B)

To

TCI Wealth Advisors, Inc.'s Asset Allocation

To

TCI Wealth Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TCI Wealth Advisors, Inc.'s Hypothetical Growth since 2025-06-30

TCI Wealth Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

TCI Wealth Advisors, Inc.'s Holdings Heat Map

Size field:

TCI Wealth Advisors, Inc.'s Holdings Bubble Chart

TCI Wealth Advisors, Inc. News

  • 1

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