EdgeMarket › What Tci Wealth Advisors, Inc. reported owning
What Tci Wealth Advisors, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.9BPositions
251Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFUS Dimensional U.S. Equity Market ETF | 235.5M | 12.5% | 3.3M | 83.64 | +20.8% |
| DFAS Dimensional U.S. Small Cap ETF | 184.6M | 9.8% | 2.6M | 83.02 | +25.5% |
| DFUV Dimensional US Marketwide Value ETF | 167.9M | 8.9% | 3.5M | 57.43 | +31.9% |
| AVUV Avantis U.S. Small Cap Value ETF | 134.0M | 7.1% | 1.2M | 126.45 | +33.2% |
| DUHP Dimensional US High Profitability ETF | 92.5M | 4.9% | 2.5M | 42.41 | +15.6% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 91.8M | 4.9% | 2.4M | 45.61 | +22.8% |
| DFIV Dimensional International Value ETF | 85.0M | 4.5% | 1.6M | 58.31 | +27.8% |
| DFGR Dimensional Global Real Estate ETF | 74.0M | 3.9% | 2.8M | 29.46 | +8.5% |
| AVDV Avantis International Small Cap Value ETF | 69.7M | 3.7% | 697.5K | 111.95 | +32.8% |
| DFAE Dimensional Emerging Core Equity Market ETF | 69.6M | 3.7% | 2.1M | 39.49 | +32.0% |
| DFIS Dimensional International Small Cap ETF | 48.0M | 2.6% | 1.4M | 37.55 | +21.5% |
| DIHP Dimensional International High Profitability E | 43.0M | 2.3% | 1.3M | 35.74 | +18.9% |
| DFGP Dimensional Global Core Plus Fixed Income ETF | 33.2M | 1.8% | 614.7K | 53.24 | -2.9% |
| AAPL Apple Inc. | 31.7M | 1.7% | 124.8K | 309.35 | +36.9% |
| DFAT Dimensional U.S. Targeted Value ETF | 29.4M | 1.6% | 470.8K | 71.67 | +26.9% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 28.5M | 1.5% | 839.5K | 38.16 | +24.9% |
| AGG iShares Core U.S. Aggregate Bond ETF | 20.9M | 1.1% | 210.4K | 97.35 | -1.7% |
| EBI Longview Advantage ETF | 19.5M | 1.0% | 336.8K | 67.57 | +28.2% |
| AVEM Avantis Emerging Markets Equity ETF | 18.9M | 1.0% | 234.3K | 94.24 | +33.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 17.5M | 0.9% | 54.7K | 378.24 | +20.5% |
| AVDE Avantis International Equity ETF | 13.6M | 0.7% | 160.5K | 94.26 | +22.4% |
| IJR iShares Core S&P Small-Cap ETF | 13.3M | 0.7% | 107.3K | 147.31 | +29.0% |
| MSFT MICROSOFT CORP | 11.3M | 0.6% | 30.5K | 483.24 | -4.4% |
| DFSU Dimensional US Sustainability Core 1 ETF | 11.1M | 0.6% | 271.0K | 48.20 | +18.3% |
| CAT CATERPILLAR INC | 10.6M | 0.6% | 15.0K | 827.90 | +96.8% |
| DFLV Dimensional US Large Cap Value ETF | 10.5M | 0.6% | 294.7K | 42.01 | +31.1% |
| IVV iShares Core S&P 500 ETF | 10.3M | 0.5% | 15.8K | 769.31 | +20.0% |
| SPY SPDR S&P 500 ETF TRUST | 10.0M | 0.5% | 15.4K | 765.72 | +20.0% |
| unmapped CUSIP 084670702 | 9.7M | 0.5% | 20.3K | — | — |
| JNJ JOHNSON & JOHNSON | 9.4M | 0.5% | 38.6K | 270.24 | +51.1% |
| DFSV Dimensional US Small Cap Value ETF | 9.2M | 0.5% | 262.2K | 40.29 | +30.3% |
| NVDA NVIDIA CORP | 8.7M | 0.5% | 50.1K | 214.72 | +22.4% |
| XOM ExxonMobil Holdings Corp | 8.6M | 0.5% | 50.5K | 165.11 | +52.1% |
| AMZN AMAZON COM INC | 8.0M | 0.4% | 38.5K | 258.63 | +15.6% |
| DFAI Dimensional International Core Equity Market E | 7.3M | 0.4% | 187.7K | 43.35 | +21.1% |
| COST COSTCO WHOLESALE CORP /NEW | 6.3M | 0.3% | 6.4K | 947.74 | -4.7% |
| LLY ELI LILLY & Co | 6.3M | 0.3% | 6.8K | 1,255.40 | +78.0% |
| MCD MCDONALDS CORP | 6.0M | 0.3% | 19.2K | 270.95 | -13.5% |
| DFAW Dimensional World Equity ETF | 5.8M | 0.3% | 79.1K | 85.33 | +23.0% |
| VTV Vanguard Morningstar Value ETF | 5.6M | 0.3% | 28.8K | 226.40 | +24.6% |
| CVX CHEVRON CORP | 5.6M | 0.3% | 27.0K | 205.27 | +34.0% |
| DCOR Dimensional US Core Equity 1 ETF | 5.0M | 0.3% | 69.6K | 84.54 | +22.0% |
| DFIC Dimensional International Core Equity 2 ETF | 4.9M | 0.3% | 139.1K | 39.41 | +22.0% |
| GOOG Alphabet Inc. | 4.7M | 0.2% | 16.3K | 341.75 | +70.7% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 4.7M | 0.2% | 135.5K | 39.93 | +29.9% |
| DFAU Dimensional US Core Equity Market ETF | 4.6M | 0.2% | 102.2K | 53.06 | +21.1% |
| DFSI Dimensional International Sustainability Core | 4.6M | 0.2% | 108.2K | 47.37 | +16.8% |
| GOOGL Alphabet Inc. | 4.5M | 0.2% | 15.7K | 344.82 | +73.0% |
| WWD Woodward, Inc. | 4.5M | 0.2% | 12.5K | 343.26 | +39.4% |
| QUAL iShares MSCI USA Quality Factor ETF | 4.5M | 0.2% | 23.3K | 223.22 | +19.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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