BCU Wealth Advisors, LLC
CIK 0002003570 · VERNON HILLS, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$301.1M
2026 Q2
Positions
63
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
84.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFAC
DIMENSIONAL ETF TRUST
44.7%
DFIC
DIMENSIONAL ETF TRUST
13.9%
DFSD
DIMENSIONAL ETF TRUST
6.4%
DFEM
DIMENSIONAL ETF TRUST
4.4%
DFCF
DIMENSIONAL ETF TRUST
4.0%
IVV
ISHARES TR
3.4%
IUSB
ISHARES TR
2.6%
DFIP
DIMENSIONAL ETF TRUST
1.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.