BCU Wealth Advisors, LLC — 13F holdings

BCU Wealth Advisors, LLC reported 64 holdings worth $309M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $142M (45.9%)
  2. DFIC DIMENSIONAL ETF TRUST — $45.1M (14.6%)
  3. DFSD DIMENSIONAL ETF TRUST — $20.0M (6.5%)
  4. DFEM DIMENSIONAL ETF TRUST — $14.5M (4.7%)
  5. DFCF DIMENSIONAL ETF TRUST — $12.4M (4.0%)
  6. IVV ISHARES TR — $10.7M (3.4%)
  7. IUSB ISHARES TR — $8.35M (2.7%)
  8. DFIP DIMENSIONAL ETF TRUST — $5.43M (1.8%)
  9. IVW ISHARES TR — $4.37M (1.4%)
  10. DYNF BLACKROCK ETF TRUST — $4.15M (1.3%)