BCU Wealth Advisors, LLC
61 holdingsFiling period: 2026-03-31Current AUM: $296.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.06M | $118.9M | $136.1M | 45.91% | +152.9K | 2026-03-31 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 1.07M | $38.1M | $40.9M | 13.79% | -10,557 | 2026-03-31 |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 374.0K | $17.9M | $17.7M | 5.97% | +13.9K | 2026-03-31 |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 346.9K | $12.0M | $13.1M | 4.41% | -11,522 | 2026-03-31 |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 265.0K | $11.2M | $11.0M | 3.71% | +11.9K | 2026-03-31 |
| 6 | IUSB | ISHARES TR | 127.6K | $5.9M | $5.8M | 1.96% | +6.7K | 2026-03-31 |
| 7 | IVV | ISHARES TR | 8.5K | $5.6M | $6.4M | 2.16% | +2.0K | 2026-03-31 |
| 8 | DFIP | DIMENSIONAL ETF TRUST | 116.0K | $4.8M | $4.7M | 1.58% | +3.1K | 2026-03-31 |
| 9 | DFAR | DIMENSIONAL ETF TRUST | 170.0K | $4.0M | $4.6M | 1.54% | -2,267 | 2026-03-31 |
| 10 | IVE | ISHARES TR | 18.4K | $3.9M | $4.3M | 1.43% | -1,069 | 2026-03-31 |
| 11 | DYNF | BLACKROCK ETF TRUST | 58.6K | $3.4M | $4.0M | 1.33% | -8,022 | 2026-03-31 |
| 12 | IVW | ISHARES TR | 30.0K | $3.4M | $4.1M | 1.37% | +1.5K | 2026-03-31 |
| 13 | IEMG | ISHARES INC | 43.9K | $3.1M | $3.4M | 1.15% | -3,199 | 2026-03-31 |
| 14 | EFV | ISHARES TR | 39.3K | $2.9M | $3.2M | 1.07% | -379 | 2026-03-31 |
| 15 | TLH | ISHARES TR | 19.6K | $2.0M | $1.9M | 0.64% | +341 | 2026-03-31 |
| 16 | MBB | ISHARES TR | 20.5K | $1.9M | $1.9M | 0.64% | +930 | 2026-03-31 |
| 17 | EFG | ISHARES TR | 17.0K | $1.9M | $2.1M | 0.69% | +14.3K | 2026-03-31 |
| 18 | QUAL | ISHARES TR | 9.5K | $1.8M | $2.1M | 0.71% | +340 | 2026-03-31 |
| 19 | GOVT | ISHARES TR | 79.9K | $1.8M | $1.8M | 0.60% | +70.3K | 2026-03-31 |
| 20 | BAI | BLACKROCK ETF TRUST | 46.6K | $1.5M | $1.9M | 0.65% | +3.2K | 2026-03-31 |
| 21 | MTUM | ISHARES TR | 6.3K | $1.5M | $1.9M | 0.64% | +346 | 2026-03-31 |
| 22 | THRO | BLACKROCK ETF TRUST | 38.9K | $1.4M | $1.7M | 0.56% | +2.0K | 2026-03-31 |
| 23 | IAGG | ISHARES TR | 23.6K | $1.2M | $1.2M | 0.40% | +1.3K | 2026-03-31 |
| 24 | BINC | BLACKROCK ETF TRUST II | 21.8K | $1.1M | $1.1M | 0.38% | -4,332 | 2026-03-31 |
| 25 | ABBV | ABBVIE INC | 5.1K | $1.1M | $1.3M | 0.43% | +28 | 2026-03-31 |
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