§ 13F · FUND PROFILE
BCU Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $222.7T (13F)Positions · 56Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$261.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.91M | $115.0T | 44.0% | NEW |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 1.08M | $37.3T | 14.3% | NEW |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 360K | $17.3T | 6.6% | NEW |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 358K | $11.9T | 4.5% | NEW |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 253K | $10.8T | 4.1% | NEW |
| 6 | IUSB | ISHARES TR | 121K | $5.6T | 2.2% | NEW |
| 7 | DFIP | DIMENSIONAL ETF TRUST | 113K | $4.7T | 1.8% | NEW |
| 8 | IVV | ISHARES TR | 7K | $4.5T | 1.7% | NEW |
| 9 | IVE | ISHARES TR | 19K | $4.1T | 1.6% | NEW |
| 10 | DYNF | BLACKROCK ETF TRUST | 67K | $4.1T | 1.6% | NEW |
§ 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 $222692.5 trillion in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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