TCI Wealth Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

TCI Wealth Advisors’s Portfolio DFAW Stock Details DFAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.4M	Sell	77,330 -1,817	-2%	-$147K	0.28%	37
2026 Q1	$5.84M	Buy	79,147 +5,628	+8%	+$429K	0.31%	39
2025 Q4	$5.44M	Buy	73,519 +3,714	+5%	+$270K	0.3%	41
2025 Q3	$5.02M	Buy	69,805 +8,084	+13%	+$562K	0.3%	40
2025 Q2	$4.14M	Buy	61,721 +23,607	+62%	+$1.48M	0.28%	42
2025 Q1	$2.34M	Buy	38,114 +4,482	+13%	+$284K	0.19%	50
2024 Q4	$2.1M	Buy	33,632 +8,281	+33%	+$529K	0.18%	52
2024 Q3	$1.61M	Buy	25,351 +17,782	+235%	+$1.09M	0.14%	61
2024 Q2	$451K	Buy	7,569 +1,938	+34%	+$114K	0.04%	129
2024 Q1	$333K	Buy	+5,631	New	+$316K	0.03%	153

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

TCI Wealth Advisors reduced its Dimensional World Equity ETF (DFAW) stake by 2.3% in Q2 2026, selling an estimated $147K and leaving 77,330 shares worth $6.4M. The position accounts for 0.28% of the portfolio, ranked #37.

TCI Wealth Advisors first reported a position in DFAW in Q1 2024 and has held it in 10 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

TCI Wealth Advisors held 77,330 shares of Dimensional World Equity ETF worth $6.4M as of Q2 2026.
TCI Wealth Advisors sold 1,817 Dimensional World Equity ETF shares in Q2 2026, an estimated $147K.
Dimensional World Equity ETF made up 0.28% of TCI Wealth Advisors's portfolio in Q2 2026, its #37 holding.
TCI Wealth Advisors first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 10 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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