TCI Wealth Advisors, Inc.
CIK 1583751
13F filing for Q2 2026・No. 1,507
- Holdings
- US$2.31B
- Quarter change
- +US$428.05M
- Entries
- 266
- Net bought (estimate)
- +US$209.5M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 25
- Sold out 11
- Cut 94
- Added 113
- Corporate actions 2
- Unchanged 33
Largest holdings
265 stocks worth US$2.31B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Added | 3,829,125 | US$313.76M | 13.58% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 2,820,974 | US$232.28M | 10.05% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Added | 4,044,731 | US$222.5M | 9.63% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 1,388,724 | US$173.26M | 7.50% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Added | 3,354,088 | US$139.97M | 6.06% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 2,382,827 | US$105.7M | 4.57% |
| DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | Added | 2,436,573 | US$97.97M | 4.24% |
| DIMENSIONAL ETF TRUSTINTERNATNAL VAL | Added | 1,786,134 | US$96.49M | 4.17% |
| DIMENSIONAL ETF TRUSTGLOBAL REAL EST | Added | 2,805,784 | US$81.28M | 3.52% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Added | 749,670 | US$77.25M | 3.34% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.