TWA
DFUS

TCI Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

TCI Wealth Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$314M Buy
3,829,125
+507,693
+15% +$40.1M 13.57% 1
2026
Q1 		$236M Buy
3,321,432
+153,007
+5% +$11.3M 12.51% 1
2025
Q4 		$235M Buy
3,168,425
+216,267
+7% +$15.9M 12.95% 1
2025
Q3 		$214M Buy
2,952,158
+221,791
+8% +$15.5M 12.76% 1
2025
Q2 		$183M Buy
2,730,367
+247,713
+10% +$15.3M 12.54% 1
2025
Q1 		$150M Buy
2,482,654
+139,609
+6% +$8.92M 12.02% 1
2024
Q4 		$149M Sell
2,343,045
-20,881
-0.9% -$1.34M 12.48% 2
2024
Q3 		$147M Buy
2,363,926
+47,763
+2% +$2.86M 12.39% 2
2024
Q2 		$136M Buy
2,316,163
+39,253
+2% +$2.23M 12.86% 1
2024
Q1 		$130M Sell
2,276,910
-7,442
-0.3% -$403K 12.79% 2
2023
Q4 		$118M Buy
2,284,352
+11,050
+0.5% +$535K 12.63% 2
2023
Q3 		$106M Buy
2,273,302
+22,198
+1% +$1.07M 13.5% 2
2023
Q2 		$108M Sell
2,251,104
-257
-0% -$11.7K 13.85% 2
2023
Q1 		$100M Buy
2,251,361
+57,407
+3% +$2.49M 12.98% 2
2022
Q4 		$91.3M Buy
2,193,954
+90,458
+4% +$3.78M 12.64% 2
2022
Q3 		$81.7M Buy
2,103,496
+53,989
+3% +$2.32M 13.21% 2
2022
Q2 		$83.5M Sell
2,049,507
-71,564
-3% -$3.17M 12.78% 2
2022
Q1 		$104M Buy
2,121,071
+988
+0% +$47.8K 15.58% 1
2021
Q4 		$110M Buy
2,120,083
+22,724
+1% +$1.14M 16.21% 1
2021
Q3 		$98.9M Buy
2,097,359
+2,541
+0.1% +$123K 15.09% 1
2021
Q2 		$98.7M Buy
+2,094,818
New +$97.6M 16.69% 1

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

TCI Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 15% in Q2 2026, buying an estimated $40.1M and bringing the position to 3,829,125 shares worth $314M. The position accounts for 13.57% of the portfolio, ranked #1.

TCI Wealth Advisors first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • TCI Wealth Advisors held 3,829,125 shares of Dimensional US Equity ETF worth $314M as of Q2 2026.
  • TCI Wealth Advisors bought 507,693 Dimensional US Equity ETF shares in Q2 2026, an estimated $40.1M.
  • Dimensional US Equity ETF made up 13.57% of TCI Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • TCI Wealth Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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