BCU Wealth Advisors, LLC
CIK 2003570 · Holdings on Dec 31, 2023 · First reported Feb 9, 2024
Top ten holdings
Q4 2023- DFAC39.85%
- DFIC10.61%
- DFSD6.87%
- IVV6.65%
- DFCF4.91%
- IUSB3.47%
- DFEM3.32%
- DFAI1.63%
- QUAL1.56%
- DFAU1.54%
Share classes counted separately80.41%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $36.71M | 39.85% | 1.26M shares | Prior unavailable — | — | ↗▾ |
| 02 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $9.77M | 10.61% | 382.64K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $6.33M | 6.87% | 134.65K shares | Prior unavailable — | — | ↗▾ |
| 04 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $6.13M | 6.65% | 12.83K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $4.52M | 4.91% | 106.67K shares | Prior unavailable — | — | ↗▾ |
| 06 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $3.20M | 3.47% | 69.44K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $3.06M | 3.32% | 122.71K shares | Prior unavailable — | — | ↗▾ |
| 08 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $1.50M | 1.63% | 52.52K shares | Prior unavailable — | — | ↗▾ |
| 09 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $1.44M | 1.56% | 9.77K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $1.41M | 1.54% | 42.53K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2003570 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-09
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0002003570-24-000003",
"cover_total": 92113945,
"filing_date": "2024-05-02",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 0,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0002003570-24-000002",
"filing_date": "2024-02-09",
"confidential": false,
"cover_table_value_total_raw": 92113945
}
],
"cover_table_value": 92113945
}Research all 39 reported holdings.
This page includes 30 of 39 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.