Filed: 4/21/2026ACC: 0002085853-26-000432
📋 What this filing means
BCU WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $268.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$268.24M
Total AUM (reported)
6.20M
Total Shares
Allocation by class
US CORE EQUITY 2$118.86M44.3%
INTL CORE EQUITY$38.13M14.2%
SHORT DURATION F$17.91M6.7%
EMERGING MKTS CO$11.99M4.5%
CORE FIXED INCOM$11.19M4.2%
COM$7.50M2.8%
CORE UNIVRSL USD$5.89M2.2%
Portfolio Concentration
Top 3$174.89M65.2%
4–10$47.39M17.7%
11–25$30.15M11.2%
Rest$15.81M5.9%
Top 3 weight
65.2%
Top 10 weight
82.9%
Voting Authority Distribution
Total shares with voting rights: 6.20M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.20M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole0
Shared0
Other60
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings60
Rows:
DIMENSIONAL ETF TRUST
DFNDShares3.06M
TypeSH
Market value$118.86M
44.31%
Sole
0.00
Shared
0.00
None
3.06M
DIMENSIONAL ETF TRUST
DFNDShares1.07M
TypeSH
Market value$38.13M
14.21%
Sole
0.00
Shared
0.00
None
1.07M
DIMENSIONAL ETF TRUST
DFNDShares373.99K
TypeSH
Market value$17.91M
6.68%
Sole
0.00
Shared
0.00
None
373.99K
DIMENSIONAL ETF TRUST
DFNDShares346.91K
TypeSH
Market value$11.99M
4.47%
Sole
0.00
Shared
0.00
None
346.91K
DIMENSIONAL ETF TRUST
DFNDShares265.02K
TypeSH
Market value$11.19M
4.17%
Sole
0.00
Shared
0.00
None
265.02K
ISHARES TR
DFNDShares127.62K
TypeSH
Market value$5.89M
2.20%
Sole
0.00
Shared
0.00
None
127.62K
ISHARES TR
DFNDShares8.55K
TypeSH
Market value$5.58M
2.08%
Sole
0.00
Shared
0.00
None
8.55K
DIMENSIONAL ETF TRUST
DFNDShares116K
TypeSH
Market value$4.84M
1.80%
Sole
0.00
Shared
0.00
None
116K
DIMENSIONAL ETF TRUST
DFNDShares170.04K
TypeSH
Market value$4.02M
1.50%
Sole
0.00
Shared
0.00
None
170.04K
ISHARES TR
DFNDShares18.35K
TypeSH
Market value$3.88M
1.44%
Sole
0.00
Shared
0.00
None
18.35K
BLACKROCK ETF TRUST
DFNDShares58.61K
TypeSH
Market value$3.41M
1.27%
Sole
0.00
Shared
0.00
None
58.61K
ISHARES TR
DFNDShares30K
TypeSH
Market value$3.39M
1.27%
Sole
0.00
Shared
0.00
None
30K
ISHARES INC
DFNDShares43.87K
TypeSH
Market value$3.06M
1.14%
Sole
0.00
Shared
0.00
None
43.87K
ISHARES TR
DFNDShares39.34K
TypeSH
Market value$2.92M
1.09%
Sole
0.00
Shared
0.00
None
39.34K
ISHARES TR
DFNDShares19.63K
TypeSH
Market value$1.98M
0.74%
Sole
0.00
Shared
0.00
None
19.63K
ISHARES TR
DFNDShares20.54K
TypeSH
Market value$1.95M
0.73%
Sole
0.00
Shared
0.00
None
20.54K
ISHARES TR
DFNDShares16.96K
TypeSH
Market value$1.89M
0.70%
Sole
0.00
Shared
0.00
None
16.96K
ISHARES TR
DFNDShares9.54K
TypeSH
Market value$1.83M
0.68%
Sole
0.00
Shared
0.00
None
9.54K
ISHARES TR
DFNDShares79.86K
TypeSH
Market value$1.83M
0.68%
Sole
0.00
Shared
0.00
None
79.86K
BLACKROCK ETF TRUST
DFNDShares46.63K
TypeSH
Market value$1.54M
0.57%
Sole
0.00
Shared
0.00
None
46.63K
ISHARES TR
DFNDShares6.34K
TypeSH
Market value$1.52M
0.57%
Sole
0.00
Shared
0.00
None
6.34K
BLACKROCK ETF TRUST
DFNDShares38.87K
TypeSH
Market value$1.41M
0.52%
Sole
0.00
Shared
0.00
None
38.87K
ISHARES TR
DFNDShares23.61K
TypeSH
Market value$1.18M
0.44%
Sole
0.00
Shared
0.00
None
23.61K
BLACKROCK ETF TRUST II
DFNDShares21.80K
TypeSH
Market value$1.13M
0.42%
Sole
0.00
Shared
0.00
None
21.80K
ABBVIE INC
DFNDShares5.09K
TypeSH
Market value$1.11M
0.41%
Sole
0.00
Shared
0.00
None
5.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTDFND | US CORE EQUITY 2 | 3.06M | SH | $118.86M 44.31% | 0.00 | 0.00 | 3.06M |
DIMENSIONAL ETF TRUSTDFND | INTL CORE EQUITY | 1.07M | SH | $38.13M 14.21% | 0.00 | 0.00 | 1.07M |
DIMENSIONAL ETF TRUSTDFND | SHORT DURATION F | 373.99K | SH | $17.91M 6.68% | 0.00 | 0.00 | 373.99K |
DIMENSIONAL ETF TRUSTDFND | EMERGING MKTS CO | 346.91K | SH | $11.99M 4.47% | 0.00 | 0.00 | 346.91K |
DIMENSIONAL ETF TRUSTDFND | CORE FIXED INCOM | 265.02K | SH | $11.19M 4.17% | 0.00 | 0.00 | 265.02K |
ISHARES TRDFND | CORE UNIVRSL USD | 127.62K | SH | $5.89M 2.20% | 0.00 | 0.00 | 127.62K |
ISHARES TRDFND | CORE S&P500 ETF | 8.55K | SH | $5.58M 2.08% | 0.00 | 0.00 | 8.55K |
DIMENSIONAL ETF TRUSTDFND | INFLATION PROTE | 116K | SH | $4.84M 1.80% | 0.00 | 0.00 | 116K |
DIMENSIONAL ETF TRUSTDFND | US REAL ESTATE E | 170.04K | SH | $4.02M 1.50% | 0.00 | 0.00 | 170.04K |
ISHARES TRDFND | S&P 500 VAL ETF | 18.35K | SH | $3.88M 1.44% | 0.00 | 0.00 | 18.35K |
BLACKROCK ETF TRUSTDFND | ISHARES US EQUIT | 58.61K | SH | $3.41M 1.27% | 0.00 | 0.00 | 58.61K |
ISHARES TRDFND | S&P 500 GRWT ETF | 30K | SH | $3.39M 1.27% | 0.00 | 0.00 | 30K |
ISHARES INCDFND | CORE MSCI EMKT | 43.87K | SH | $3.06M 1.14% | 0.00 | 0.00 | 43.87K |
ISHARES TRDFND | EAFE VALUE ETF | 39.34K | SH | $2.92M 1.09% | 0.00 | 0.00 | 39.34K |
ISHARES TRDFND | 10-20 YR TRS ETF | 19.63K | SH | $1.98M 0.74% | 0.00 | 0.00 | 19.63K |
ISHARES TRDFND | MBS ETF | 20.54K | SH | $1.95M 0.73% | 0.00 | 0.00 | 20.54K |
ISHARES TRDFND | EAFE GRWTH ETF | 16.96K | SH | $1.89M 0.70% | 0.00 | 0.00 | 16.96K |
ISHARES TRDFND | MSCI USA QLT FCT | 9.54K | SH | $1.83M 0.68% | 0.00 | 0.00 | 9.54K |
ISHARES TRDFND | US TREAS BD ETF | 79.86K | SH | $1.83M 0.68% | 0.00 | 0.00 | 79.86K |
BLACKROCK ETF TRUSTDFND | ISHARES A I INNO | 46.63K | SH | $1.54M 0.57% | 0.00 | 0.00 | 46.63K |
ISHARES TRDFND | MSCI USA MMENTM | 6.34K | SH | $1.52M 0.57% | 0.00 | 0.00 | 6.34K |
BLACKROCK ETF TRUSTDFND | ISHARES US THEMA | 38.87K | SH | $1.41M 0.52% | 0.00 | 0.00 | 38.87K |
ISHARES TRDFND | CORE INTL AGGR | 23.61K | SH | $1.18M 0.44% | 0.00 | 0.00 | 23.61K |
BLACKROCK ETF TRUST IIDFND | ISHARES FLEXIBLE | 21.80K | SH | $1.13M 0.42% | 0.00 | 0.00 | 21.80K |
ABBVIE INCDFND | COM | 5.09K | SH | $1.11M 0.41% | 0.00 | 0.00 | 5.09K |
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