Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TCI WEALTH ADVISORS INC | 02-06-2024 | 12-31-2023 | 206 | 937,759,422 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 1 | $125,493,393 | 2,104,887 | 0.01 | 0.01 | 55,212 | 2.69 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 2 | $118,397,973 | 2,284,352 | 0.01 | 0.01 | 11,050 | 0.49 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 3 | $77,478,833 | 2,081,645 | 0.01 | 0.01 | 22,067 | 1.07 | 12-31-2023 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 4 | $66,695,721 | 742,714 | 0.01 | 0.01 | 16,759 | 2.31 | 12-31-2023 |
