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TCI Wealth Advisors, Inc.

Portfolio Manager
TCI Wealth Advisors, Inc.
Performance
+1.32% (2026 Q1)
AUM (13F)
$1.88B
# of Holdings
251
Performance Rank
Allocation (Top 20)
79.38%

TCI Wealth Advisors, Inc. Holdings Map

Top 50 TCI Wealth Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFUS
DIMENSIONAL ETF TRUST
12.51%3.32M$235.5M
+4.83%(+153.01K)
2025-Q1: 2.48M shares2025-Q2: 2.73M shares2025-Q3: 2.95M shares2025-Q4: 3.17M shares2026-Q1: 3.32M shares
$53.34(+51.34%)
2026-03-31
DFAS
DIMENSIONAL ETF TRUST
9.8%2.60M$184.6M
+1.54%(+39.24K)
2025-Q1: 2.46M shares2025-Q2: 2.37M shares2025-Q3: 2.46M shares2025-Q4: 2.56M shares2026-Q1: 2.60M shares
$58.93(+29.81%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
8.91%3.46M$167.9M
+4.35%(+144.55K)
2025-Q1: 2.48M shares2025-Q2: 2.74M shares2025-Q3: 3.04M shares2025-Q4: 3.32M shares2026-Q1: 3.46M shares
$36.32(+44.91%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
7.11%1.21M$134.0M
+5.92%(+67.77K)
2025-Q1: 865.1K shares2025-Q2: 915.5K shares2025-Q3: 1.03M shares2025-Q4: 1.14M shares2026-Q1: 1.21M shares
$82.87(+42.15%)
2026-03-31
DUHP
DIMENSIONAL ETF TRUST
4.91%2.52M$92.5M
+14.76%(+323.62K)
2025-Q1: 1.01M shares2025-Q2: 1.39M shares2025-Q3: 1.80M shares2025-Q4: 2.19M shares2026-Q1: 2.52M shares
$33.98(+17.41%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
4.87%2.36M$91.8M
+4.55%(+102.89K)
2025-Q1: 2.06M shares2025-Q2: 2.00M shares2025-Q3: 2.09M shares2025-Q4: 2.26M shares2026-Q1: 2.36M shares
$29.82(+44.94%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
4.52%1.61M$85.0M
-1.11%(-18.10K)
2025-Q1: 1.42M shares2025-Q2: 1.50M shares2025-Q3: 1.57M shares2025-Q4: 1.63M shares2026-Q1: 1.61M shares
$34.73(+60.25%)
2026-03-31
DFGR
DIMENSIONAL ETF TRUST
3.93%2.78M$74.0M
+4.90%(+130.17K)
2025-Q1: 1.62M shares2025-Q2: 1.93M shares2025-Q3: 2.26M shares2025-Q4: 2.65M shares2026-Q1: 2.78M shares
$232.97(-87.65%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
3.7%697.5K$69.7M
-0.32%(-2.22K)
2025-Q1: 663.1K shares2025-Q2: 674.1K shares2025-Q3: 689.3K shares2025-Q4: 699.8K shares2026-Q1: 697.5K shares
$62.07(+77.33%)
2026-03-31
DFAE
DIMENSIONAL ETF TRUST
3.7%2.06M$69.6M
+5.48%(+106.75K)
2025-Q1: 1.37M shares2025-Q2: 1.51M shares2025-Q3: 1.72M shares2025-Q4: 1.95M shares2026-Q1: 2.06M shares
$26.92(+47.65%)
2026-03-31

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