Manager × security

BCU Wealth Advisors, LLC DFIP holdings history

DIMENSIONAL INFLATION-PROTEC · CUSIP 25434V856 · CIK 2003570

Citable facts

As of 2026-06-30, BCU Wealth Advisors, LLC reported 127.64K DFIP (shares), valued at $5.27M, or 1.75% of its reported non-derivative portfolio. Filed 2026-07-14.

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Portfolio weight and quantity history

Reported portfolio weight

1.75%

127.64K

127,636

Reported value

$5.27M

USD

Shares increased 10.03%; reported value increased 8.81%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

Quarter	Weight	Quantity	Source
Q2 2026	1.75%	127,636	SEC filing ↗Filed Jul 14, 2026Combination report
Q1 2026	1.80%	116,000	SEC filing ↗Filed Apr 21, 2026Combination report
Q4 2025	1.80%	112,903	SEC filing ↗Filed Jan 30, 2026Combination report
Q3 2025	1.77%	103,830	SEC filing ↗Filed Oct 16, 2025Combination report
Q2 2025	1.82%	96,949	SEC filing ↗Filed Jul 18, 2025Combination report
Q1 2025	1.82%	83,097	SEC filing ↗Filed Apr 17, 2025Combination report
Q4 2024	2.07%	89,401	SEC filing ↗Filed Jan 30, 2025Combination report
Q3 2024	1.14%	45,398	SEC filing ↗Filed Nov 7, 2024Combination report
Q2 2024	1.23%	40,930	SEC filing ↗Filed Aug 1, 2024Combination report
Q1 2024	1.23%	35,135	SEC filing ↗Filed May 3, 2024Combination report
Q4 2023	1.41%	31,457	SEC filing ↗Filed Feb 9, 2024AmendedCombination report
Q3 2023	Not reported	Not reported	No filing this quarter

History & evidence by quarter

Quarter	Weight	Quantity	Value	Change explained	Source
Q3 2023	Not reported	—	—	The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings.	—
Q4 2023	1.41%	31,457	$1.30M	A comparable prior-quarter record is unavailable; changes are not inferred.	SEC filing ↗ Filed Feb 9, 2024
Q1 2024	1.23%	35,135	$1.45M	Shares increased 11.69%; reported value increased 11.61%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed May 3, 2024
Q2 2024	1.23%	40,930	$1.67M	Shares increased 16.49%; reported value increased 15.32%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Aug 1, 2024
Q3 2024	1.14%	45,398	$1.92M	Shares increased 10.92%; reported value increased 14.84%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Nov 7, 2024
Q4 2024	2.07%	89,401	$3.62M	Shares increased 96.93%; reported value increased 88.59%, and weight changed +0.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Jan 30, 2025
Q1 2025	1.82%	83,097	$3.50M	Shares decreased 7.05%; reported value decreased 3.33%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Apr 17, 2025
Q2 2025	1.82%	96,949	$4.05M	Shares increased 16.67%; reported value increased 15.84%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Jul 18, 2025
Q3 2025	1.77%	103,830	$4.38M	Shares increased 7.10%; reported value increased 8.17%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Oct 16, 2025
Q4 2025	1.80%	112,903	$4.69M	Shares increased 8.74%; reported value increased 7.00%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Jan 30, 2026
Q1 2026	1.80%	116,000	$4.84M	Shares increased 2.74%; reported value increased 3.15%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Apr 21, 2026
Q2 2026	1.75%	127,636	$5.27M	Shares increased 10.03%; reported value increased 8.81%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Jul 14, 2026

BCU Wealth Advisors, LLC · DIMENSIONAL INFLATION-PROTEC

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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.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.