Holdings
BCU Wealth Advisors, LLC
As of Sep 30, 2026, BCU Wealth Advisors, LLC reported 62 positions worth US$167M. Largest: Dimensional International Core Equity 2 ETF, Dimensional Short-Duration Fixed Income ETF and Dimensional Emerging Markets Core Equity 2 ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Dimensional International Core Equity 2 ETF | 1.2M | US$45.1M | new | Sep 30, 2026 |
| Dimensional Short-Duration Fixed Income ETF | 431K | US$20M | new | Sep 30, 2026 |
| Dimensional Emerging Markets Core Equity 2 ETF | 365K | US$14.5M | new | Sep 30, 2026 |
| Dimensional Core Fixed Income ETF | 308K | US$12.4M | new | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 13,928 | US$10.7M | new | Sep 30, 2026 |
| iShares Core Total USD Bond Market ETF | 189K | US$8.35M | new | Sep 30, 2026 |
| Dimensional Inflation-Protected Securities ETF | 139K | US$5.43M | new | Sep 30, 2026 |
| iShares S&P 500 Growth ETF | 30,751 | US$4.37M | new | Sep 30, 2026 |
| iShares U.S. Equity Factor Rotation Active ETF | 59,971 | US$4.15M | new | Sep 30, 2026 |
| iShares S&P 500 Value ETF | 15,228 | US$3.48M | new | Sep 30, 2026 |