TCI Wealth Advisors
TCI Wealth Advisors reported 280 stocks worth $2.5B in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are DFUS (13.7%), Dimensional U S Small Cap ETF (9.0%) and DFUV (8.7%). Compared with Q2 2026, the fund opened new positions in DUHP, VV and DFSV, added to DFUS, AVUV and DFAE, trimmed DFUV, DFIV and DFGR and sold out of XOM, ZION and DHR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFUS Dimensional US Equity Market ETF | $341M | 13.7% | 4.1M | +282K (+7%) | 8 of 8 | |
| 2 | DIMENSIONAL U S SMALL CAP ETF | $223M | 9.0% | 2.9M | +59K (+2%) | 8 of 8 | |
| 3 |  DFUV Dimensional US Marketwide Value ETF | $216M | 8.7% | 3.9M | −117K (−3%) | 8 of 8 | |
| 4 |  AVUV American Centy ETF TR | $172M | 6.9% | 1.5M | +74K (+5%) | 8 of 8 | |
| 5 |  DUHP Dfa Invt Dimensions Group in | $138M | 5.6% | 3.3M | New position | 1 of 8 | |
| 6 | DIMENSIONAL ETF TRUST | $107M | 4.3% | 2.4M | +33K (+1%) | 8 of 8 | |
| 7 |  DFAE Dimensional Emerg Core | $103M | 4.2% | 2.6M | +193K (+8%) | 8 of 8 | |
| 8 |  DFIV Dimensional ETF Trust | $96.3M | 3.9% | 1.7M | −63K (−4%) | 8 of 8 | |
| 9 |  AVDV Avantis International Small Cap Value ETF | $84M | 3.4% | 768K | +18K (+2%) | 8 of 8 | |
| 10 |  DFGR Dimensional ETF Trust | $67.7M | 2.7% | 2.5M | −303K (−11%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $140M | 3.4M |
DIMENSIONAL ETF TRUST | $9.9M | 256K |
 XOM Exxon Mobil Corp | $7M | 51K |
DIMENSIONAL ETF TRUST | $5.8M | 71K |
 ZION Zions Bancorporation N A | $806K | 12K |
🔒 Free account: see all 23.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →TCI Wealth Advisors 13F FAQ
What does TCI Wealth Advisors own?
TCI Wealth Advisors reported 280 stocks worth $2.5B in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are DFUS (13.7%), Dimensional U S Small Cap ETF (9.0%) and DFUV (8.7%). The table above lists every position in the filing (the top 10 without an account).
What did TCI Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 38 new positions, 124 added to, 88 trimmed and 23 sold out. New positions include DUHP, VV and DFSV. It sold all of XOM, ZION and DHR.
When will TCI Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is TCI Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $2.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.