Institutional Fund
Tci Wealth Advisors, Inc.
Tucson, AZCIK 15837515 filings on record
Portfolio Value
$1.88B
Q1 2026
Holdings
251
Reported positions
New Buys
17
Opened this quarter
QoQ Change
+3.8%
from $1.81B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust12.5%
- Dimensional ETF Trust9.8%
- Dimensional ETF Trust8.9%
- American Centy ETF Tr7.1%
- Dimensional ETF Trust4.9%
- Dimensional ETF Trust4.9%
- Other51.9%
Portfolio Holdings
251 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.32M | $235.52M | 12.5% | +153.0K | Added |
| 2 | Dimensional ETF Trust | 2.60M | $184.59M | 9.8% | +39.2K | Added |
| 3 | Dimensional ETF Trust | 3.46M | $167.87M | 8.9% | +144.5K | Added |
| 4 | American Centy ETF Tr | 1.21M | $133.97M | 7.1% | +67.8K | Added |
| 5 | Dimensional ETF Trust | 2.52M | $92.50M | 4.9% | +323.6K | Added |
| 6 | Dimensional ETF Trust | 2.36M | $91.80M | 4.9% | +102.9K | Added |
| 7 | Dimensional ETF Trust | 1.61M | $85.03M | 4.5% | −18.1K | Reduced |
| 8 | Dimensional ETF Trust | 2.78M | $74.02M | 3.9% | +130.2K | Added |
| 9 | American Centy ETF Tr | 697.5K | $69.66M | 3.7% | −2.2K | Reduced |
| 10 | Dimensional ETF Trust | 2.06M | $69.62M | 3.7% | +106.8K | Added |
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