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TCI Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

TCI Wealth Advisors’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$185M Buy
2,595,074
+39,237
+2% +$2.88M 9.8% 2
2025
Q4 		$178M Buy
2,555,837
+99,453
+4% +$6.86M 9.82% 2
2025
Q3 		$168M Buy
2,456,384
+83,050
+3% +$5.54M 10.03% 2
2025
Q2 		$151M Sell
2,373,334
-89,424
-4% -$5.36M 10.36% 2
2025
Q1 		$147M Buy
2,462,758
+60,210
+3% +$3.87M 11.78% 2
2024
Q4 		$156M Buy
2,402,548
+49,340
+2% +$3.3M 13.06% 1
2024
Q3 		$153M Buy
2,353,208
+96,006
+4% +$6.01M 12.87% 1
2024
Q2 		$136M Buy
2,257,202
+99,252
+5% +$5.97M 12.79% 2
2024
Q1 		$135M Buy
2,157,950
+53,063
+3% +$3.14M 13.26% 1
2023
Q4 		$125M Buy
2,104,887
+55,212
+3% +$2.96M 13.38% 1
2023
Q3 		$108M Buy
2,049,675
+69,355
+4% +$3.82M 13.73% 1
2023
Q2 		$109M Buy
1,980,320
+74,651
+4% +$3.89M 13.86% 1
2023
Q1 		$100M Buy
1,905,669
+76,195
+4% +$4.13M 13.03% 1
2022
Q4 		$93.6M Buy
1,829,474
+67,358
+4% +$3.47M 12.95% 1
2022
Q3 		$82M Buy
1,762,116
+18,485
+1% +$944K 13.26% 1
2022
Q2 		$83.7M Sell
1,743,631
-42,978
-2% -$2.23M 12.81% 1
2022
Q1 		$100M Buy
1,786,609
+32,484
+2% +$1.83M 15.01% 2
2021
Q4 		$105M Buy
1,754,125
+60,601
+4% +$3.66M 15.56% 2
2021
Q3 		$97.4M Buy
1,693,524
+47,600
+3% +$2.75M 14.86% 2
2021
Q2 		$96.1M Buy
+1,645,924
New +$95.8M 16.25% 2

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TCI Wealth Advisors's DFAS Position: Q1 2026 in Review

TCI Wealth Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 1.5% in Q1 2026, buying an estimated $2.88M and bringing the position to 2,595,074 shares worth $185M. The position accounts for 9.8% of the portfolio, ranked #2.

TCI Wealth Advisors first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • TCI Wealth Advisors held 2,595,074 shares of Dimensional US Small Cap ETF worth $185M as of Q1 2026.
  • TCI Wealth Advisors bought 39,237 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $2.88M.
  • Dimensional US Small Cap ETF made up 9.8% of TCI Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • TCI Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.