Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BCU Wealth Advisors, LLC (CIK 2003570) reported $268.2M across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($118.9M, 44.31%), DFIC ($38.1M, 14.21%), DFSD ($17.9M, 6.68%), DFEM ($12.0M, 4.47%), DFCF ($11.2M, 4.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $118.9M | 44.31% | 3.1M | Added |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $38.1M | 14.21% | 1.1M | Trimmed |
| 3 | DFSD | DIMENSIONAL ETF TRUST | $17.9M | 6.68% | 373,992 | Added |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $12.0M | 4.47% | 346,910 | Trimmed |
| 5 | DFCF | DIMENSIONAL ETF TRUST | $11.2M | 4.17% | 265,022 | Added |
| 6 | IUSB | ISHARES TR | $5.9M | 2.20% | 127,618 | Added |
| 7 | IVV | ISHARES TR | $5.6M | 2.08% | 8,546 | Added |
| 8 | DFIP | DIMENSIONAL ETF TRUST | $4.8M | 1.80% | 116,000 | Added |
| 9 | DFAR | DIMENSIONAL ETF TRUST | $4.0M | 1.50% | 170,039 | Trimmed |
| 10 | IVE | ISHARES TR | $3.9M | 1.44% | 18,353 | Trimmed |
| 11 | IVW | ISHARES TR | $3.4M | 1.27% | 30,005 | Added |
| 12 | DYNF | BLACKROCK ETF TRUST | $3.4M | 1.27% | 58,612 | Trimmed |
| 13 | IEMG | ISHARES INC | $3.1M | 1.14% | 43,874 | Trimmed |
| 14 | EFV | ISHARES TR | $2.9M | 1.09% | 39,341 | Trimmed |
| 15 | TLH | ISHARES TR | $2.0M | 0.74% | 19,634 | Added |
| 16 | MBB | ISHARES TR | $2.0M | 0.73% | 20,540 | Added |
| 17 | EFG | ISHARES TR | $1.9M | 0.70% | 16,963 | Added |
| 18 | GOVT | ISHARES TR | $1.8M | 0.68% | 79,857 | Added |
| 19 | QUAL | ISHARES TR | $1.8M | 0.68% | 9,540 | Added |
| 20 | MTUM | ISHARES TR | $1.5M | 0.57% | 6,341 | Added |
| 21 | BAI | BLACKROCK ETF TRUST | $1.5M | 0.57% | 46,628 | Added |
| 22 | THRO | BLACKROCK ETF TRUST | $1.4M | 0.52% | 38,866 | Added |
| 23 | IAGG | ISHARES TR | $1.2M | 0.44% | 23,614 | Added |
| 24 | BINC | BLACKROCK ETF TRUST II | $1.1M | 0.42% | 21,797 | Trimmed |
| 25 | ABBV | ABBVIE INC | $1.1M | 0.41% | 5,089 | Added |
Source: SEC Form 13F filings · as of 2026-03-31