BCU Wealth Advisors, LLC
64 holdingsFiling period: 2026-06-30Current AUM: $304.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.03M | $134.5M | $137.0M | 44.92% | -25,536 | 2026-06-30 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 1.12M | $41.9M | $43.8M | 14.35% | +51.2K | 2026-06-30 |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 404.5K | $19.3M | $19.0M | 6.22% | +30.5K | 2026-06-30 |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 324.1K | $13.2M | $13.1M | 4.31% | -22,804 | 2026-06-30 |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 285.7K | $12.1M | $11.7M | 3.83% | +20.6K | 2026-06-30 |
| 6 | IVV | ISHARES TR | 13.7K | $10.3M | $10.5M | 3.46% | +5.2K | 2026-06-30 |
| 7 | IUSB | ISHARES TR | 172.8K | $8.0M | $7.7M | 2.54% | +45.2K | 2026-06-30 |
| 8 | DFIP | DIMENSIONAL ETF TRUST | 127.6K | $5.3M | $5.1M | 1.66% | +11.6K | 2026-06-30 |
| 9 | DFAR | DIMENSIONAL ETF TRUST | 177.4K | $4.6M | $4.5M | 1.49% | +7.4K | 2026-06-30 |
| 10 | IVW | ISHARES TR | 30.7K | $4.2M | $4.3M | 1.40% | +727 | 2026-06-30 |
| 11 | DYNF | BLACKROCK ETF TRUST | 59.9K | $4.1M | $4.2M | 1.37% | +1.3K | 2026-06-30 |
| 12 | IVE | ISHARES TR | 15.4K | $3.5M | $3.6M | 1.19% | -2,974 | 2026-06-30 |
| 13 | IEMG | ISHARES INC | 29.2K | $2.4M | $2.4M | 0.79% | -14,718 | 2026-06-30 |
| 14 | EFG | ISHARES TR | 17.9K | $2.2M | $2.2M | 0.71% | +926 | 2026-06-30 |
| 15 | MBB | ISHARES TR | 21.3K | $2.0M | $1.9M | 0.64% | +725 | 2026-06-30 |
| 16 | BAI | BLACKROCK ETF TRUST | 37.3K | $2.0M | $1.7M | 0.54% | -9,323 | 2026-06-30 |
| 17 | GOVT | ISHARES TR | 84.7K | $1.9M | $1.9M | 0.61% | +4.8K | 2026-06-30 |
| 18 | MTUM | ISHARES TR | 4.9K | $1.7M | $1.5M | 0.50% | -1,418 | 2026-06-30 |
| 19 | TLH | ISHARES TR | 16.3K | $1.6M | $1.6M | 0.51% | -3,296 | 2026-06-30 |
| 20 | EFV | ISHARES TR | 20.1K | $1.5M | $1.7M | 0.54% | -19,268 | 2026-06-30 |
| 21 | BLCR | BLACKROCK ETF TRUST | 28.4K | $1.4M | $1.4M | 0.46% | +1.5K | 2026-06-30 |
| 22 | IALT | BLACKROCK ETF TRUST | 46.6K | $1.3M | $1.4M | 0.45% | -- | 2026-06-30 |
| 23 | ABBV | ABBVIE INC | 5.1K | $1.3M | $1.3M | 0.43% | +45 | 2026-06-30 |
| 24 | INRO | BLACKROCK ETF TRUST | 32.1K | $1.2M | $1.2M | 0.39% | -- | 2026-06-30 |
| 25 | THRO | BLACKROCK ETF TRUST | 27.0K | $1.2M | $1.2M | 0.39% | -11,849 | 2026-06-30 |
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