§ 13F · FUND PROFILE
BCU Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $223M (13F)Positions · 56Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.06M | $119M | 44.3% | +5% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 1.07M | $38M | 14.2% | −1% |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 374K | $18M | 6.7% | +4% |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 347K | $12M | 4.5% | −3% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 265K | $11M | 4.2% | +5% |
| 6 | IUSB | ISHARES TR | 128K | $6M | 2.2% | +6% |
| 7 | IVV | ISHARES TR | 9K | $6M | 2.1% | +30% |
| 8 | DFIP | DIMENSIONAL ETF TRUST | 116K | $5M | 1.8% | +3% |
| 9 | DFAR | DIMENSIONAL ETF TRUST | 170K | $4M | 1.5% | −1% |
| 10 | IVE | ISHARES TR | 18K | $4M | 1.4% | −5% |
§ 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 $223 million in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed