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Simone Gehner

Tci Wealth Advisors, Inc.

Assets Managed
$1.883B
Holdings
251
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
3.82%(2Q avg: 6.03%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Tci Wealth Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 251 positions.

Assets under management

The assets under management (AUM) of Tci Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.883B in assets, with a quarterly growth rate of 3.82% and a 2-quarter average growth rate of 6.03%. The portfolio is managed by Simone Gehner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 4.83%
12.51%
$235.523M
3.321M shares@ $70.92 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 1.54%
9.81%
$184.588M
2.595M shares@ $71.13 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 4.36%
8.92%
$167.867M
3.464M shares@ $48.46 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 5.92%
7.12%
$133.974M
1.213M shares@ $110.47 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 14.76%
4.92%
$92.499M
2.516M shares@ $36.77 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 4.56%
4.88%
$91.805M
2.362M shares@ $38.87 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -1.11%
4.52%
$85.034M
1.611M shares@ $52.78 avg price
DFGR
Dim Global Real Estate Etf
Recent Activity
Increased 4.91%
3.94%
$74.017M
2.785M shares@ $26.59 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -0.31%
3.7%
$69.655M
697,531 shares@ $99.86 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 5.48%
3.7%
$69.621M
2.056M shares@ $33.87 avg price

1-10 of 251