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TCI Wealth Advisors, Inc.: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCI Wealth Advisors, Inc. on DFAI, newest first. How the timeline and the estimate are built.

TCI Wealth Advisors, Inc. held 196,365 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,365 shares
    Change vs previous 13F +8,637 shares

    0.35% of the 13F portfolio, value $8,100,053.

    13F-HR 0002085853-26-000896 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 187,728 shares
    Change vs previous 13F +232 shares

    0.39% of the 13F portfolio, value $7,313,899.

    13F-HR 0002085853-26-000512 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 187,496 shares
    Change vs previous 13F +12,134 shares

    0.39% of the 13F portfolio, value $7,145,489.

    13F-HR 0002085853-26-000168 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 175,362 shares
    Change vs previous 13F +5,787 shares

    0.38% of the 13F portfolio, value $6,374,416.

    13F-HR 0002085853-25-000069 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 169,575 shares
    Change vs previous 13F -5,150 shares

    0.4% of the 13F portfolio, value $5,862,220.

    13F-HR 0001667731-25-000838 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 174,725 shares
    Change vs previous 13F +17,879 shares

    0.44% of the 13F portfolio, value $5,456,653.

    13F-HR 0001667731-25-000462 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 156,846 shares
    Change vs previous 13F +13,355 shares

    0.38% of the 13F portfolio, value $4,579,908.

    13F-HR 0001667731-25-000112 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 143,491 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,560,140.

    13F-HR 0001583751-24-000006 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).