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TCI Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

TCI Wealth Advisors’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$223M Buy
4,044,731
+580,692
+17% +$30.5M 9.63% 3
2026
Q1 		$168M Buy
3,464,039
+144,548
+4% +$7.09M 8.91% 3
2025
Q4 		$155M Buy
3,319,491
+278,384
+9% +$12.6M 8.53% 3
2025
Q3 		$136M Buy
3,041,107
+299,159
+11% +$13M 8.11% 3
2025
Q2 		$116M Buy
2,741,948
+266,152
+11% +$10.7M 7.94% 3
2025
Q1 		$102M Buy
2,475,796
+188,031
+8% +$7.89M 8.17% 3
2024
Q4 		$93.6M Buy
2,287,765
+44,653
+2% +$1.9M 7.82% 3
2024
Q3 		$93.5M Buy
2,243,112
+69,782
+3% +$2.82M 7.88% 3
2024
Q2 		$85.3M Buy
2,173,330
+52,742
+2% +$2.09M 8.05% 3
2024
Q1 		$86.7M Buy
2,120,588
+38,943
+2% +$1.49M 8.55% 3
2023
Q4 		$77.5M Buy
2,081,645
+22,067
+1% +$760K 8.26% 3
2023
Q3 		$70.1M Buy
2,059,578
+31,778
+2% +$1.11M 8.94% 3
2023
Q2 		$70M Buy
2,027,800
+67,175
+3% +$2.24M 8.93% 3
2023
Q1 		$65.6M Buy
1,960,625
+21,574
+1% +$739K 8.52% 3
2022
Q4 		$64.9M Buy
1,939,051
+46,833
+2% +$1.56M 8.99% 3
2022
Q3 		$56M Buy
1,892,218
+11,188
+0.6% +$364K 9.07% 3
2022
Q2 		$59.4M Buy
+1,881,030
New +$62.6M 9.1% 3

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

TCI Wealth Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 17% in Q2 2026, buying an estimated $30.5M and bringing the position to 4,044,731 shares worth $223M. The position accounts for 9.63% of the portfolio, ranked #3.

TCI Wealth Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • TCI Wealth Advisors held 4,044,731 shares of Dimensional US Marketwide Value ETF worth $223M as of Q2 2026.
  • TCI Wealth Advisors bought 580,692 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $30.5M.
  • Dimensional US Marketwide Value ETF made up 9.63% of TCI Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • TCI Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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