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
-0.57%
+0.49%
14,515.3
 
DFAS 		Dimensional U.S. Small Cap ETF
2,462,758
147,149.8
+2.51%
11.780
+0.29%
1.590
-3.70%
-5.64%
9,732.2
 
DFUV 		Dimensional US Marketwide Value ETF
2,475,796
102,027.5
+8.22%
8.170
+0.62%
0.910
-4.43%
-0.43%
11,063.3
 
AVUV 		Avantis U.S. Small Cap Value ETF
865,098
75,410.6
+7.78%
6.040
+0.44%
0.510
-4.73%
-8.36%
15,174.2
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
2,057,834
67,887.9
+2.82%
5.440
+0.15%
0.220
-1.85%
-0.74%
32,886.5
 
DFIV 		Dimensional International Value ETF
1,422,982
56,008.6
+3.71%
4.480
+0.16%
0.580
+9.75%
+19.59%
11,593.0
 
AVDV 		Avantis International Small Cap Value ETF
663,126
46,246.4
+2.11%
3.700
+0.08%
0.590
+14.67%
+18.90%
8,986.1
 
DFGR 		Dimensional Global Real Estate ETF
1,619,556
42,529.5
+20.96%
3.410
+0.59%
1.810
+0.42%
+5.21%
2,460.7
 
DFIS 		Dimensional International Small Cap ETF
1,411,360
36,469.6
+9.14%
2.920
+0.24%
1.390
+13.47%
+17.58%
2,829.2
 
DFAE 		Dimensional Emerging Core Equity Market ETF
1,366,603
35,381.4
+22.50%
2.830
+0.52%
0.680
+6.31%
+7.56%
5,601.2
 

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 ETF2025-03-31New Buy
+1.31%
●
46.26 ($48.13) 50.01
$48.62
1.02%
New holding
344,988
344,988
DUHP 		Dimensional US High Profitability ETF2025-03-31Add
+0.78%
●
32.57 ($34.36) 35.83
$34.30
-0.17%
Add 40.71%
1,010,553
292,348
DFUS 		Dimensional U.S. Equity Market ETF2025-03-31Add
+0.68%
●
59.61 ($63.9) 66.74
$63.92
0.03%
Add 5.96%
2,482,654
139,609
DFUV 		Dimensional US Marketwide Value ETF2025-03-31Add
+0.62%
●
39.96 ($41.98) 43.23
$40.58
-3.33%
Add 8.22%
2,475,796
188,031
DFGR 		Dimensional Global Real Estate ETF2025-03-31Add
+0.59%
●
24.73 ($26.06) 26.89
$26.82
2.92%
Add 20.96%
1,619,556
280,631
DFAE 		Dimensional Emerging Core Equity Market ETF2025-03-31Add
+0.52%
●
24.64 ($25.96) 26.86
$27.23
4.89%
Add 22.5%
1,366,603
251,013
AVUV 		Avantis U.S. Small Cap Value ETF2025-03-31Add
+0.44%
●
84.96 ($93.96) 100.71
$88.13
-6.20%
Add 7.78%
865,098
62,442
DFAS 		Dimensional U.S. Small Cap ETF2025-03-31Add
+0.29%
●
58.81 ($64.31) 68.2
$61.28
-4.71%
Add 2.51%
2,462,758
60,210
DIHP 		Dimensional International High Profitability ETF2025-03-31Add
+0.29%
●
25.1 ($26.73) 27.85
$29.16
9.09%
Add 18.98%
853,965
136,207
DFIS 		Dimensional International Small Cap ETF2025-03-31Add
+0.24%
●
23.92 ($25.57) 26.87
$28.84
12.79%
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

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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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