DOSSIER · 13F-HR · Q3 2026

BCU Wealth Advisors, LLC

$309M in tracked AUM across 64 positions as of Q3 2026.

BW
CIK 0002003570 · last filed Sep 30, 2026
Total AUM
$309M
as of Q3 2026
Holdings
64
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

BCU Wealth Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$142M3.2M45.9%
02
DFIC
DIMENSIONAL ETF TRUST
$45M1.2M14.6%
03
DFSD
DIMENSIONAL ETF TRUST
$20M431K6.5%
04
DFEM
DIMENSIONAL ETF TRUST
$14M365K4.7%
05
DFCF
DIMENSIONAL ETF TRUST
$12M308K4.0%
06
IVV
ISHARES TR
$11M14K3.4%
07
IUSB
ISHARES TR
$8M189K2.7%
08
DFIP
DIMENSIONAL ETF TRUST
$5M139K1.8%
09
IVW
ISHARES TR
$4M31K1.4%
10
DYNF
BLACKROCK ETF TRUST
$4M60K1.3%

Filing history

2026Q3Sep 30
$309M▲ 2.7%
64 positionsView →
2026Q2Jun 30
$301M▲ 12.2%
63 positionsView →
2026Q1Mar 31
$268M▲ 2.6%
60 positionsView →
2025Q4Dec 31
$261M▲ 5.7%
61 positionsView →
2025Q3Sep 30
$247M▲ 11.0%
61 positionsLocked
2025Q2Jun 30
$223M▲ 15.8%
56 positionsLocked
2025Q1Mar 31
$192M▲ 9.8%
50 positionsLocked
2024Q4Dec 31
$175M▲ 4.3%
54 positionsLocked
2024Q3Sep 30
$168M▲ 23.9%
52 positionsLocked
2024Q2Jun 30
$135M▲ 15.0%
47 positionsLocked
2024Q1Mar 31
$118M▲ 27.8%
45 positionsLocked
2023Q4Dec 31
$92M—
39 positionsLocked