Tci Wealth Advisors, Inc. Incresed Positions in Q3 2025

Tci Wealth Advisors, Inc.

  • $1.52 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
222K
+ 8.12%
$67.01 - $72.84 $14.9M - $16.2M
2.95M $214M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
299K
+ 10.91%
$41.91 - $44.87 $12.5M - $13.4M
3.04M $136M
AVUV
American Centy ETF Tr Avantis

ETFs
118K
+ 12.86%
$90.37 - $102.12 $10.6M - $12M
1.03M $103M
DUHP
Dimensional ETF Tr Dimensional

ETFs
407K
+ 29.3%
$35.76 - $37.93 $14.5M - $15.4M
1.8M $67.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
83.1K
+ 3.5%
$63.41 - $69.69 $5.27M - $5.79M
2.46M $168M
DFAE
Dimensional ETF Tr

ETFs
210K
+ 13.89%
$28.84 - $31.84 $6.04M - $6.67M
1.72M $54.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
88.3K
+ 4.4%
$36.04 - $38.78 $3.18M - $3.42M
2.09M $80.7M
DFIV
Dimensional ETF Tr

ETFs
69.7K
+ 4.66%
$42.66 - $46.53 $2.97M - $3.24M
1.57M $72.2M
AVDV
American Centy ETF Tr Avantis

ETFs
15.2K
+ 2.26%
$79.24 - $89.03 $1.21M - $1.35M
689K $61.4M
DIHP
Dimensional ETF Tr Dimensional

ETFs
141K
+ 14.17%
$28.69 - $30.59 $4.05M - $4.32M
1.14M $34.5M
VTI
Vanguard Total Stock Market Et

ETFs
494
+ 0.92%
$303.93 - $329.86 $150K - $163K
54K $17.7M
CAT
Caterpillar Inc

Industrials
10
+ 0.07%
$390.92 - $477.15 $3.91K - $4.77K
15.1K $7.18M
GOOGL
Alphabet Inc.

Communication Services
605
+ 3.41%
$174.36 - $254.72 $105K - $154K
18.3K $4.46M
GOOG
Alphabet Inc.

Communication Services
299
+ 1.76%
$175.16 - $255.24 $52.4K - $76.3K
17.3K $4.2M
MSFT
Microsoft Corp

Technology
909
+ 2.81%
$491.09 - $535.64 $446K - $487K
33.2K $17.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
390
+ 2.62%
$617.65 - $666.84 $241K - $260K
15.3K $10.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
26.9K
+ 65.35%
$30.76 - $33.01 $827K - $888K
68.1K $2.23M
TSLA
Tesla, Inc.

Consumer Cyclical
565
+ 10.54%
$293.94 - $444.72 $166K - $251K
5.93K $2.64M
DFSV
Dimensional ETF Tr Dimensional

ETFs
9.51K
+ 3.71%
$29.2 - $32.74 $278K - $311K
266K $8.47M
AVDE
American Centy ETF Tr Avantis

ETFs
792
+ 0.49%
$73.24 - $79.04 $58K - $62.6K
163K $12.8M
ABBV
Abb Vie Inc.

Healthcare
138
+ 0.91%
$184.85 - $231.54 $25.5K - $32K
15.4K $3.56M
IVV
Ishares Core S&P 500 ETF

ETFs
298
+ 2.74%
$620.67 - $670.08 $185K - $200K
11.2K $7.48M
DFAU
Dimensional ETF Tr

ETFs
5.19K
+ 5.32%
$42.42 - $45.96 $220K - $238K
103K $4.7M
DFAI
Dimensional ETF Tr

ETFs
5.79K
+ 3.41%
$34.05 - $36.55 $197K - $212K
175K $6.37M
ORCL
Oracle Corp

Technology
866
+ 20.68%
$218.96 - $328.33 $190K - $284K
5.05K $1.42M
JPM
Jpmorgan Chase & CO

Financial Services
271
+ 1.79%
$282.78 - $316.06 $76.6K - $85.7K
15.4K $4.86M
IWF
Ishares Russell 1000 Gr ETF

ETFs
705
+ 36.95%
$420.11 - $472.68 $296K - $333K
2.61K $1.22M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.38K
+ 1.76%
$29.55 - $32.52 $70.4K - $77.5K
138K $4.42M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.66K
+ 29.59%
$192.76 - $203.86 $320K - $339K
7.28K $1.48M
AVGO
Broadcom Inc.

Technology
200
+ 3.6%
$264.74 - $369.57 $52.9K - $73.9K
5.76K $1.9M
VEA
Vanguard Ftse Developed Market

ETFs
5.7K
+ 72.65%
$56.02 - $60.3 $319K - $344K
13.5K $811K
VTV
Vanguard Value ETF

ETFs
91
+ 0.31%
$175.51 - $186.57 $16K - $17K
29K $5.41M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
87
+ 1.58%
$567.77 - $614.76 $49.4K - $53.5K
5.59K $3.42M
QUAL
Ishares Msci Usa Quality Facto

ETFs
34
+ 0.14%
$182.33 - $194.5 $6.2K - $6.61K
23.7K $4.61M
GE
General Electric CO

Industrials
98
+ 2.02%
$244.75 - $305.63 $24K - $30K
4.96K $1.49M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.97K
+ 33.64%
$76.16 - $78.59 $226K - $234K
11.8K $921K
RTX
Raytheon Technologies Corp

Industrials
289
+ 3.48%
$144.19 - $167.33 $41.7K - $48.4K
8.59K $1.44M
INTC
Intel Corp

Technology
199
+ 1.15%
$19.31 - $35.5 $3.84K - $7.06K
17.5K $585K
META
Meta Platforms, Inc.

Communication Services
219
+ 6.94%
$695.21 - $791.73 $152K - $173K
3.37K $2.48M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
816
+ 26.6%
$132.9 - $142.03 $108K - $116K
3.88K $547K
VUG
Vanguard Growth ETF

ETFs
68
+ 2.75%
$433.97 - $484.08 $29.5K - $32.9K
2.54K $1.22M
AVLV
American Centy ETF Tr Avantis
547
+ 2.34%
$68.33 - $72.69 $37.4K - $39.8K
23.9K $1.73M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.36K
+ 3.22%
$72.57 - $74.72 $98.9K - $102K
43.7K $3.25M
GS
Goldman Sachs Group Inc

Financial Services
47
+ 4.38%
$696.56 - $806.32 $32.7K - $37.9K
1.12K $892K
AMZN
Amazon Com Inc

Consumer Cyclical
555
+ 1.33%
$211.65 - $238.24 $117K - $132K
42.2K $9.28M
TJX
Tjx Companies Inc

Consumer Cyclical
394
+ 11.45%
$121.35 - $144.54 $47.8K - $56.9K
3.84K $554K
VB
Vanguard Small Cap ETF

ETFs
39
+ 0.57%
$237.58 - $259.17 $9.27K - $10.1K
6.92K $1.76M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.54K
+ 19.79%
$62.09 - $66.51 $95.9K - $103K
9.34K $609K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.41K
+ 3.5%
$78.11 - $79.07 $110K - $111K
41.7K $3.29M
Activity Summary
Buys All Purchases 172 New Holdings 23 Increased Positions 149 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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