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BCU Wealth Advisors, LLC

13F
BCU Wealth Advisors, LLC
Last update 2025-04-17 50 Stocks (3 new)
Value $192.00 Mil Turnover 11 %
Countries:
Top Holdings: DFAC(43.71%)DFIC(13.55%)DFSD(6.71%)DFEM(4.32%)DFCF(4.19%)
Summary Stock Picks Current Portfolio
BCU Wealth Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
2,547,252
84,033.8
+17.52%
43.710
+6.52%
0.270
+24.86%
+5.38%
35,158.5
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
937,941
26,046.6
+3.96%
13.550
+0.52%
0.320
+26.34%
+22.35%
9,659.7
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
271,479
12,900.7
+4.42%
6.710
+0.28%
0.290
+2.34%
+3.59%
4,779.4
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
314,051
8,309.8
+10.48%
4.320
+0.41%
0.170
+28.32%
+14.90%
5,629.5
 
DFCF
Dimensional Core Fixed Income ETF
191,707
8,063.2
+3.58%
4.190
+0.14%
0.120
+2.62%
+3.59%
7,037.5
 
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
156,759
7,223.5
+17.41%
3.760
+0.56%
0.020
+1.83%
+3.31%
32,689.5
 
IVV
iShares Core S&P 500 ETF
11,312
6,356.2
+17.96%
3.310
+0.50%
0.000
+25.36%
+6.55%
618,966.2
 
DFIP
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
83,097
3,499.3
-7.05%
1.820
-0.15%
0.390
+1.64%
+4.87%
918.5
 
DFAR
Dimensional US Real Estate ETF
121,697
2,892.7
+11.39%
1.500
+0.15%
0.220
+12.28%
+1.36%
1,340.2
 
IVW
iShares S&P 500 Growth ETF
29,466
2,735.3
+18.95%
1.420
+0.23%
0.010
+32.62%
+8.49%
60,530.3
 

BCU Wealth Advisors, LLC's Historical Top Holdings Breakdowns

BCU Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+6.52%
●
32.42 ($34.71) 36.1
$36.25
4.44%
Add 17.52%
2,547,252
379,735
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
2025-03-31
Sold Out
Sold Out
-0.61%
●
50.58 ($50.73) 50.87
$50.79
0.12%
Sold Out
0
-20,994
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Add
Add
+0.56%
●
44.72 ($45.57) 46.25
$45.73
0.35%
Add 17.41%
156,759
23,243
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Add
Add
+0.52%
●
25.54 ($27.31) 28.8
$31.09
13.84%
Add 3.96%
937,941
35,714
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.50%
●
554.06 ($590.51) 615.85
$623.33
5.56%
Add 17.96%
11,312
1,722
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.41%
●
25.35 ($26.59) 27.46
$29.77
11.96%
Add 10.48%
314,051
29,793
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+0.28%
●
46.74 ($47.22) 47.57
$47.89
1.42%
Add 4.42%
271,479
11,485
XOM
Exxon Mobil Corp
2025-03-31
New Buy
New Buy
+0.27%
●
105.44 ($110.59) 118.93
$114.19
3.26%
New holding
4,330
4,330
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Sold Out
Sold Out
-0.27%
●
37.84 ($40.57) 42.31
$42.66
5.15%
Sold Out
0
-11,773
IVW
iShares S&P 500 Growth ETF
2025-03-31
Add
Add
+0.23%
●
92.45 ($100.81) 106.69
$109.90
9.02%
Add 18.95%
29,466
4,694

BCU Wealth Advisors, LLC Total Holding History ($B)

To

BCU Wealth Advisors, LLC's Asset Allocation

To

BCU Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BCU Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

BCU Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BCU Wealth Advisors, LLC's Holdings Heat Map

Size field:

BCU Wealth Advisors, LLC's Holdings Bubble Chart

BCU Wealth Advisors, LLC News

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