TCI Wealth Advisors, Inc.
Annual return '25
+11.6%
SPY '25
+17.7%
Alpha
-6.1ptsvs SPY
Invested
$1.9B
Holdings
250
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFUS
DIMENSIONAL ETF TRUST
Q4 2025: Increased +7.3% (2.95M → 3.17M shares)
12.5%
02
$DFAS
DIMENSIONAL ETF TRUST
Q4 2025: Increased +4.0% (2.46M → 2.56M shares)
9.8%
03
$DFUV
DIMENSIONAL ETF TRUST
Q4 2025: Increased +9.2% (3.04M → 3.32M shares)
8.9%
04
$AVUV
AMERICAN CENTY ETF TR
Q4 2025: Increased +10.8% (1.03M → 1.14M shares)
7.1%
05
$DUHP
DIMENSIONAL ETF TRUST
Q4 2025: Increased +22.1% (1.80M → 2.19M shares)
4.9%
06
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Increased +8.0% (2.09M → 2.26M shares)
4.9%
07
$DFIV
DIMENSIONAL ETF TRUST
Q4 2025: Increased +4.1% (1.57M → 1.63M shares)
4.5%
08
$DFGR
DIMENSIONAL ETF TRUST
Q4 2025: Increased +17.5% (2.26M → 2.65M shares)
3.9%
09
$AVDV
AMERICAN CENTY ETF TR
Q4 2025: Increased +1.5% (689.3k → 699.8k shares)
3.7%
10
$DFAE
DIMENSIONAL ETF TRUST
Q4 2025: Increased +13.4% (1.72M → 1.95M shares)
3.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:07 UTC.