TCI Wealth Advisors, Inc.
252 holdingsFiling period: 2026-03-31Current AUM: $2.11Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 3.32M | $235.5M | $271.0M | 12.85% | +153.0K | 2026-03-31 |
| 2 | DFAS | DIMENSIONAL ETF TRUST | 2.60M | $184.6M | $210.3M | 9.97% | +39.2K | 2026-03-31 |
| 3 | DFUV | DIMENSIONAL ETF TRUST | 3.46M | $167.9M | $192.6M | 9.13% | +144.5K | 2026-03-31 |
| 4 | AVUV | AMERICAN CENTY ETF TR | 1.21M | $134.0M | $151.9M | 7.20% | +67.8K | 2026-03-31 |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 2.52M | $92.5M | $103.6M | 4.91% | +323.6K | 2026-03-31 |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 2.36M | $91.8M | $105.1M | 4.98% | +102.9K | 2026-03-31 |
| 7 | DFIV | DIMENSIONAL ETF TRUST | 1.61M | $85.0M | $92.3M | 4.37% | -18,102 | 2026-03-31 |
| 8 | DFGR | DIMENSIONAL ETF TRUST | 2.78M | $74.0M | $83.0M | 3.93% | +130.2K | 2026-03-31 |
| 9 | AVDV | AMERICAN CENTY ETF TR | 697.5K | $69.7M | $73.0M | 3.46% | -2,219 | 2026-03-31 |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 2.06M | $69.6M | $77.1M | 3.66% | +106.8K | 2026-03-31 |
| 11 | DFIS | DIMENSIONAL ETF TRUST | 1.43M | $48.0M | $51.2M | 2.43% | -15,048 | 2026-03-31 |
| 12 | DIHP | DIMENSIONAL ETF TRUST | 1.34M | $43.0M | $46.1M | 2.19% | +67.9K | 2026-03-31 |
| 13 | DFGP | DIMENSIONAL ETF TRUST | 614.7K | $33.2M | $32.7M | 1.55% | +10.8K | 2026-03-31 |
| 14 | AAPL | APPLE INC | 124.8K | $31.7M | $38.6M | 1.83% | -3,935 | 2026-03-31 |
| 15 | DFAT | DIMENSIONAL ETF TRUST | 470.8K | $29.4M | $33.3M | 1.58% | -7,090 | 2026-03-31 |
| 16 | DFAX | DIMENSIONAL ETF TRUST | 839.5K | $28.5M | $30.6M | 1.45% | -36,849 | 2026-03-31 |
| 17 | AGG | ISHARES TR | 210.4K | $20.9M | $20.5M | 0.97% | -2,849 | 2026-03-31 |
| 18 | EBI | RBB FUND TRUST | 336.8K | $19.5M | $22.2M | 1.05% | -- | 2026-03-31 |
| 19 | AVEM | AMERICAN CENTY ETF TR | 234.3K | $18.9M | $21.0M | 0.99% | -8,814 | 2026-03-31 |
| 20 | VTI | VANGUARD INDEX FDS | 54.7K | $17.5M | $20.1M | 0.95% | +1.1K | 2026-03-31 |
| 21 | AVDE | AMERICAN CENTY ETF TR | 160.5K | $13.6M | $14.6M | 0.69% | -6,242 | 2026-03-31 |
| 22 | IJR | ISHARES TR | 107.3K | $13.3M | $15.6M | 0.74% | +307 | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 30.5K | $11.3M | $14.2M | 0.67% | -2,438 | 2026-03-31 |
| 24 | DFSU | DIMENSIONAL ETF TRUST | 271.0K | $11.1M | $12.8M | 0.61% | +14.2K | 2026-03-31 |
| 25 | CAT | CATERPILLAR INC | 15.0K | $10.6M | $12.2M | 0.58% | -101 | 2026-03-31 |
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