TCI Wealth Advisors
DFUV icon

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
Q3 		$216M Sell
3,927,882
-116,849
-3% -$6.57M 8.69% 3
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

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

TCI Wealth Advisors's DFUV Position: Q3 2026 in Review

TCI Wealth Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.9% in Q3 2026, selling an estimated $6.57M and leaving 3,927,882 shares worth $216M. The position accounts for 8.69% of the portfolio, ranked #3.

TCI Wealth Advisors first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $223M in Q2 2026. 729 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • TCI Wealth Advisors held 3,927,882 shares of Dimensional US Marketwide Value ETF worth $216M as of Q3 2026.
  • TCI Wealth Advisors sold 116,849 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $6.57M.
  • Dimensional US Marketwide Value ETF made up 8.69% of TCI Wealth Advisors's portfolio in Q3 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 18 quarters since.
  • TCI Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $223M in Q2 2026.
  • 729 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on TCI Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.