BCU Wealth Advisors, LLC
64 holdingsFiling period: 2026-06-30Current AUM: $302.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional ETF Trust | 3.03M | $134.5M | $136.9M | 45.32% | -25,536 | 2026-06-30 |
| 2 | DFIC | Dimensional ETF Trust | 1.12M | $41.9M | $42.5M | 14.06% | +51.2K | 2026-06-30 |
| 3 | DFSD | Dimensional ETF Trust | 404.5K | $19.3M | $18.8M | 6.24% | +30.5K | 2026-06-30 |
| 4 | DFEM | Dimensional ETF Trust | 324.1K | $13.2M | $12.3M | 4.09% | -22,804 | 2026-06-30 |
| 5 | DFCF | Dimensional ETF Trust | 285.7K | $12.1M | $11.5M | 3.82% | +20.6K | 2026-06-30 |
| 6 | IVV | iShares TR | 13.7K | $10.3M | $10.6M | 3.51% | +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 | $5.0M | 1.67% | +11.6K | 2026-06-30 |
| 9 | DFAR | Dimensional ETF Trust | 177.4K | $4.6M | $4.4M | 1.46% | +7.4K | 2026-06-30 |
| 10 | IVW | iShares TR | 30.7K | $4.2M | $4.3M | 1.42% | +727 | 2026-06-30 |
| 11 | DYNF | BlackRock ETF Trust | 59.9K | $4.1M | $4.1M | 1.37% | +1.3K | 2026-06-30 |
| 12 | IVE | iShares TR | 15.4K | $3.5M | $3.6M | 1.21% | -2,974 | 2026-06-30 |
| 13 | IEMG | iShares Inc | 29.2K | $2.4M | $2.3M | 0.75% | -14,718 | 2026-06-30 |
| 14 | EFG | iShares TR | 17.9K | $2.2M | $2.1M | 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 | $1.6M | 0.52% | -9,323 | 2026-06-30 |
| 17 | GOVT | iShares TR | 84.7K | $1.9M | $1.9M | 0.62% | +4.8K | 2026-06-30 |
| 18 | MTUM | iShares TR | 4.9K | $1.7M | $1.5M | 0.48% | -1,418 | 2026-06-30 |
| 19 | TLH | iShares TR | 16.3K | $1.6M | $1.5M | 0.51% | -3,296 | 2026-06-30 |
| 20 | EFV | iShares TR | 20.1K | $1.5M | $1.6M | 0.53% | -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 | 0.46% | -- | 2026-06-30 |
| 23 | ABBV | Abbvie Inc | 5.1K | $1.3M | $1.5M | 0.49% | +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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