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TCI Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

TCI Wealth Advisors’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.79M Buy
111,984
+9,796
+10% +$490K 0.25% 42
2026
Q1 		$4.61M Buy
102,188
+1,397
+1% +$65.7K 0.24% 46
2025
Q4 		$4.72M Sell
100,791
-1,866
-2% -$86.5K 0.26% 44
2025
Q3 		$4.7M Buy
102,657
+5,187
+5% +$229K 0.28% 42
2025
Q2 		$4.13M Buy
+97,470
New +$3.82M 0.28% 43

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

TCI Wealth Advisors's DFAU Position: Q2 2026 in Review

TCI Wealth Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 9.6% in Q2 2026, buying an estimated $490K and bringing the position to 111,984 shares worth $5.79M. The position accounts for 0.25% of the portfolio, ranked #42.

TCI Wealth Advisors first reported a position in DFAU in Q2 2025 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • TCI Wealth Advisors held 111,984 shares of Dimensional US Core Equity Market ETF worth $5.79M as of Q2 2026.
  • TCI Wealth Advisors bought 9,796 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $490K.
  • Dimensional US Core Equity Market ETF made up 0.25% of TCI Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • TCI Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 307 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.