account_balance

Investment manager · 13F filer · SEC CIK 2003570

BCU Wealth Advisors, LLC

Reported value$309Mas of Sep 30, 2026
Positions64 3 new, 2 sold out
Top 10 weight86.3%DFAC alone is 46%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 45.9% Added +5%
DFIC Dimensional ETF Trust 14.6% Added +7%
DFSD Dimensional ETF Trust 6.5% Added +7%
DFEM Dimensional ETF Trust 4.7% Added +13%
DFCF Dimensional ETF Trust 4.0% Added +8%
IVV iShares Tr 3.4% Held
IUSB iShares Tr 2.7% Added +10%
DFIP Dimensional ETF Trust 1.8% Added +9%
IVW iShares Tr 1.4% Held
DYNF BlackRock ETF Trust 1.3% Held
IVE iShares Tr 1.1% Held
EFG iShares Tr 0.6% Trimmed −8%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 14, 2026 filing
add_circleNew
  • CORO $1.18M
  • ACWX $728K
  • GGOV $688K
arrow_upwardAdded
  • BLCR +21%
  • DFEM +13%
  • IUSB +10%
  • DFIP +9%
arrow_downwardTrimmed
  • INRO −41%
  • MBB −41%
  • MTUM −38%
  • IEMG −20%
remove_circleSold out
  • DFAR $4.64M
  • SYSB $203K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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