Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TCI Wealth Advisors, Inc. (CIK 1583751) reported $1.88B across 249 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUS ($235.5M, 12.51%), DFAS ($184.6M, 9.80%), DFUV ($167.9M, 8.91%), AVUV ($134.0M, 7.11%), DUHP ($92.5M, 4.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $235.5M | 12.51% | 3.3M | Added |
| 2 | DFAS | DIMENSIONAL ETF TRUST | $184.6M | 9.80% | 2.6M | Added |
| 3 | DFUV | DIMENSIONAL ETF TRUST | $167.9M | 8.91% | 3.5M | Added |
| 4 | AVUV | AMERICAN CENTY ETF TR | $134.0M | 7.11% | 1.2M | Added |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $92.5M | 4.91% | 2.5M | Added |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $91.8M | 4.87% | 2.4M | Added |
| 7 | DFIV | DIMENSIONAL ETF TRUST | $85.0M | 4.52% | 1.6M | Trimmed |
| 8 | DFGR | DIMENSIONAL ETF TRUST | $74.0M | 3.93% | 2.8M | Added |
| 9 | DFAE | DIMENSIONAL ETF TRUST | $69.6M | 3.70% | 2.1M | Added |
| 10 | AVDV | AMERICAN CENTY ETF TR | $69.7M | 3.70% | 697,531 | Trimmed |
| 11 | DFIS | DIMENSIONAL ETF TRUST | $48.0M | 2.55% | 1.4M | Trimmed |
| 12 | DIHP | DIMENSIONAL ETF TRUST | $43.0M | 2.29% | 1.3M | Added |
| 13 | DFGP | DIMENSIONAL ETF TRUST | $33.2M | 1.76% | 614,735 | Added |
| 14 | AAPL | APPLE INC | $31.7M | 1.68% | 124,802 | Trimmed |
| 15 | DFAT | DIMENSIONAL ETF TRUST | $29.4M | 1.56% | 470,810 | Trimmed |
| 16 | DFAX | DIMENSIONAL ETF TRUST | $28.5M | 1.51% | 839,456 | Trimmed |
| 17 | AGG | ISHARES TR | $20.9M | 1.11% | 210,411 | Trimmed |
| 18 | EBI | RBB FUND TRUST | $19.5M | 1.03% | 336,794 | Hold |
| 19 | AVEM | AMERICAN CENTY ETF TR | $18.9M | 1.00% | 234,314 | Trimmed |
| 20 | VTI | VANGUARD INDEX FDS | $17.5M | 0.93% | 54,692 | Added |
| 21 | AVDE | AMERICAN CENTY ETF TR | $13.6M | 0.72% | 160,525 | Trimmed |
| 22 | IJR | ISHARES TR | $13.3M | 0.71% | 107,256 | Added |
| 23 | MSFT | MICROSOFT CORP | $11.3M | 0.60% | 30,487 | Trimmed |
| 24 | DFSU | DIMENSIONAL ETF TRUST | $11.1M | 0.59% | 270,992 | Added |
| 25 | CAT | CATERPILLAR INC | $10.6M | 0.56% | 14,956 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31