TCI Wealth Advisors, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TW TCI Wealth Advisors, Inc. | Institutional Filer | ▲ 3.81% | $1.88B | 251 |
Current Portfolio Holdings
Showing all 251 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | — | 3.3M | $235.5M | 12.51% |
| 2 | DFAS | DIMENSIONAL ETF TRUST | — | 2.6M | $184.6M | 9.80% |
| 3 | DFUV | DIMENSIONAL ETF TRUST | — | 3.5M | $167.9M | 8.91% |
| 4 | AVUV | AMERICAN CENTY ETF TR | — | 1.2M | $134.0M | 7.11% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | — | 2.5M | $92.5M | 4.91% |
| 6 | DFAC | DIMENSIONAL ETF TRUST | — | 2.4M | $91.8M | 4.87% |
| 7 | DFIV | DIMENSIONAL ETF TRUST | — | 1.6M | $85.0M | 4.52% |
| 8 | DFGR | DIMENSIONAL ETF TRUST | — | 2.8M | $74.0M | 3.93% |
| 9 | AVDV | AMERICAN CENTY ETF TR | — | 698K | $69.7M | 3.70% |
| 10 | DFAE | DIMENSIONAL ETF TRUST | — | 2.1M | $69.6M | 3.70% |
| 11 | DFIS | DIMENSIONAL ETF TRUST | — | 1.4M | $48.0M | 2.55% |
| 12 | DIHP | DIMENSIONAL ETF TRUST | — | 1.3M | $43.0M | 2.29% |
| 13 | DFGP | DIMENSIONAL ETF TRUST | — | 615K | $33.2M | 1.76% |
| 14 | AAPL | Apple Inc. | Technology | 125K | $31.7M | 1.68% |
| 15 | DFAT | DIMENSIONAL ETF TRUST | — | 471K | $29.4M | 1.56% |
Showing 1 to 15 of 251 holdings