§ 13F · FUND PROFILE
BCU Wealth Advisors, LLC.
AUM · $301M (13F)Positions · 63Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.03M | $135M | 44.7% | −1% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 1.12M | $42M | 13.9% | +5% |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 404K | $19M | 6.4% | +8% |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 324K | $13M | 4.4% | −7% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 286K | $12M | 4.0% | +8% |
| 6 | IVV | ISHARES TR | 14K | $10M | 3.4% | +61% |
| 7 | IUSB | ISHARES TR | 173K | $8M | 2.6% | +35% |
| 8 | DFIP | DIMENSIONAL ETF TRUST | 128K | $5M | 1.7% | +10% |
| 9 | DFAR | DIMENSIONAL ETF TRUST | 177K | $5M | 1.5% | +4% |
| 10 | IVW | ISHARES TR | 31K | $4M | 1.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BCU SIGNAL
AC read
BCU Wealth Advisors, LLC is a Other fund managing $301 million in assets. The fund runs a portfolio of 63 positions.
Read the full dossier →