BCU Wealth Advisors, LLC: 13F holdings
CIK 20035702026Q2
| Positions | 63 |
|---|
| Reported value | $301.1m |
|---|
| Filed | 2026-07-14 |
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Change since last quarter
| Positions | 63 (+3 vs prior quarter) |
|---|
| Reported value | $301.1m (+12.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 3,033,037 | $134.5m | 44.7% |
| DFIC DIMENSIONAL ETF TRUST | 1,124,264 | $41.9m | 13.9% |
| DFSD DIMENSIONAL ETF TRUST | 404,463 | $19.3m | 6.4% |
| DFEM DIMENSIONAL ETF TRUST | 324,106 | $13.2m | 4.4% |
| DFCF DIMENSIONAL ETF TRUST | 285,657 | $12.1m | 4.0% |
| IVV ISHARES TR | 13,727 | $10.3m | 3.4% |
| IUSB ISHARES TR | 172,845 | $8.0m | 2.6% |
| DFIP DIMENSIONAL ETF TRUST | 127,636 | $5.3m | 1.7% |
| DIMENSIONAL ETF TRUST | 177,401 | $4.6m | 1.5% |
| IWF ISHARES TR | 30,732 | $4.2m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2003570")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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