TCI Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.1M	Buy	307,093 +12,373	+4%	+$474K	0.53%	25
2026 Q1	$10.5M	Buy	294,720 +24,404	+9%	+$879K	0.56%	26
2025 Q4	$9.25M	Buy	270,316 +39,599	+17%	+$1.32M	0.51%	29
2025 Q3	$7.59M	Buy	230,717 +42,752	+23%	+$1.37M	0.45%	30
2025 Q2	$5.83M	Buy	187,965 +74,310	+65%	+$2.2M	0.4%	35
2025 Q1	$3.47M	Buy	113,655 +26,770	+31%	+$827K	0.28%	38
2024 Q4	$2.61M	Buy	86,885 +11,191	+15%	+$350K	0.22%	43
2024 Q3	$2.33M	Buy	75,694 +6,630	+10%	+$198K	0.2%	47
2024 Q2	$2M	Buy	69,064 +15,147	+28%	+$441K	0.19%	49
2024 Q1	$1.62M	Buy	53,917 +11,818	+28%	+$330K	0.16%	57
2023 Q4	$1.14M	Buy	42,099 +20,358	+94%	+$512K	0.12%	70
2023 Q3	$539K	Buy	+21,741	New	+$557K	0.07%	103
2023 Q2	–	Sell	-976	Closed	-$24K	–	728
2023 Q1	$24K	Buy	+976	New	+$24.5K	﹤0.01%	638

Other funds holding DFLV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

TCI Wealth Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 4.2% in Q2 2026, buying an estimated $474K and bringing the position to 307,093 shares worth $12.1M. The position accounts for 0.53% of the portfolio, ranked #25.

TCI Wealth Advisors first reported a position in DFLV in Q1 2023 and has held it in 13 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

TCI Wealth Advisors held 307,093 shares of Dimensional US Large Cap Value ETF worth $12.1M as of Q2 2026.
TCI Wealth Advisors bought 12,373 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $474K.
Dimensional US Large Cap Value ETF made up 0.53% of TCI Wealth Advisors's portfolio in Q2 2026, its #25 holding.
TCI Wealth Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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