TW

TCI Wealth Advisors, Inc.

13F
TCI Wealth Advisors, Inc.
Last update 2025-04-21 228 Stocks (15 new)
Value $1.25 Bil Turnover 7 %
Countries:
Top Holdings: DFUS(12.02%)DFAS(11.78%)DFUV(8.17%)AVUV(6.04%)DFAC(5.44%)
Summary Stock Picks Current Portfolio
TCI Wealth Advisors, Inc. Top Holdings of 2025-03-31 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
2,482,654
150,150.9
+5.96%
12.020
+0.68%
1.110
+10.45%
+5.45%
15,505.4
 
DFAS
Dimensional U.S. Small Cap ETF
2,462,758
147,149.8
+2.51%
11.780
+0.29%
1.590
+6.15%
-1.89%
10,184.5
 
DFUV
Dimensional US Marketwide Value ETF
2,475,796
102,027.5
+8.22%
8.170
+0.62%
0.910
+3.06%
+4.08%
11,554.7
 
AVUV
Avantis U.S. Small Cap Value ETF
865,098
75,410.6
+7.78%
6.040
+0.44%
0.510
+4.39%
-5.01%
16,034.7
 
DFAC
Dimensional U.S. Core Equity 2 ETF
2,057,834
67,887.9
+2.82%
5.440
+0.15%
0.220
+8.49%
+4.07%
34,722.1
 
DFIV
Dimensional International Value ETF
1,422,982
56,008.6
+3.71%
4.480
+0.16%
0.580
+10.48%
+23.09%
12,096.6
 
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
663,126
46,246.4
+2.11%
3.700
+0.08%
0.590
+15.95%
+24.27%
9,692.3
 
DFGR
Dimensional Global Real Estate ETF
1,619,556
42,529.5
+20.96%
3.410
+0.59%
1.810
+2.70%
+6.04%
2,522.6
 
DFIS
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
1,411,360
36,469.6
+9.14%
2.920
+0.24%
1.390
+16.71%
+23.15%
2,838.2
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
1,366,603
35,381.4
+22.50%
2.830
+0.52%
0.680
+12.30%
+15.52%
6,129.8
 

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
EBI
Longview Advantage ETF
2025-03-31
New Buy
New Buy
+1.31%
●
46.26 ($48.13) 50.01
$50.88
5.71%
New holding
344,988
344,988
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-03-31
Add
Add
+0.78%
●
32.57 ($34.36) 35.83
$35.56
3.49%
Add 40.71%
1,010,553
292,348
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
Add
Add
+0.68%
●
59.61 ($63.9) 66.74
$66.89
4.68%
Add 5.96%
2,482,654
139,609
DFUV
Dimensional US Marketwide Value ETF
2025-03-31
Add
Add
+0.62%
●
39.96 ($41.98) 43.23
$42.22
0.57%
Add 8.22%
2,475,796
188,031
DFGR
Dimensional Global Real Estate ETF
2025-03-31
Add
Add
+0.59%
●
24.73 ($26.06) 26.89
$26.83
2.95%
Add 20.96%
1,619,556
280,631
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
2025-03-31
Add
Add
+0.52%
●
24.64 ($25.96) 26.86
$29.01
11.75%
Add 22.5%
1,366,603
251,013
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+0.44%
●
84.96 ($93.96) 100.71
$90.91
-3.25%
Add 7.78%
865,098
62,442
DFAS
Dimensional U.S. Small Cap ETF
2025-03-31
Add
Add
+0.29%
●
58.81 ($64.31) 68.2
$63.44
-1.35%
Add 2.51%
2,462,758
60,210
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
2025-03-31
Add
Add
+0.29%
●
25.1 ($26.73) 27.85
$29.40
9.99%
Add 18.98%
853,965
136,207
DFIS
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
2025-03-31
Add
Add
+0.24%
●
23.92 ($25.57) 26.87
$29.89
16.89%
Add 9.14%
1,411,360
118,166

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 2025-03-31

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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