TCI Wealth Advisors
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TCI Wealth Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

TCI Wealth Advisors’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-9,652
Closed -$252K – 296
2026
Q2 		$252K Sell
9,652
-7,024
-42% -$181K 0.01% 232
2026
Q1 		$394K Buy
16,676
+17
+0.1% +$409 0.02% 169
2025
Q4 		$382K Buy
16,659
+627
+4% +$14.7K 0.02% 173
2025
Q3 		$382K Buy
16,032
+2,752
+21% +$64.9K 0.02% 176
2025
Q2 		$312K Buy
13,280
+37
+0.3% +$859 0.02% 181
2025
Q1 		$315K Buy
13,243
+1,492
+13% +$35.2K 0.03% 165
2024
Q4 		$273K Buy
11,751
+1,269
+12% +$31.4K 0.02% 182
2024
Q3 		$269K Sell
10,482
-1,136
-10% -$27.5K 0.02% 196
2024
Q2 		$257K Buy
11,618
+5
+0% +$107 0.02% 192
2024
Q1 		$260K Sell
11,613
-139
-1% -$3.06K 0.03% 183
2023
Q4 		$267K Buy
+11,752
New +$241K 0.03% 172
2023
Q3 		– Sell
-9,499
Closed -$204K – 196
2023
Q2 		$204K Buy
9,499
+1,009
+12% +$21.3K 0.03% 185
2023
Q1 		$182K Buy
8,490
+1,034
+14% +$22.7K 0.02% 195
2022
Q4 		$158K Buy
7,456
+2,345
+46% +$49.7K 0.02% 199
2022
Q3 		$105K Buy
+5,111
New +$121K 0.02% 240

Other funds holding DFAR

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Burton Enright Welch
Burton Enright Welch Walnut Creek, California $932M AUM 15.16% 1-Year Est. Return
Wealth Dimensions Group
Wealth Dimensions Group Cincinnati, Ohio $590M AUM 14.89% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
United Wealth Management
United Wealth Management Charlottesville, Virginia $378M AUM 10.8% 1-Year Est. Return
Fidato Wealth
Fidato Wealth Middleburg Heights, Ohio $184M AUM 10.79% 1-Year Est. Return

TCI Wealth Advisors's DFAR Position: Q3 2026 in Review

TCI Wealth Advisors sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2026, closing a stake of 9,652 shares — an estimated $252K sold.

TCI Wealth Advisors first reported a position in DFAR in Q3 2022 and held it in 15 quarters. The position peaked at $394K in Q1 2026. 159 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • TCI Wealth Advisors reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • TCI Wealth Advisors sold 9,652 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $252K.
  • TCI Wealth Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2022 and held it in 15 quarters.
  • TCI Wealth Advisors's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $394K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on TCI Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.