BCU Wealth Advisors, LLC DFCF holdings history
DIMENSIONAL CORE FIXED INC · CUSIP 25434V872 · CIK 2003570
As of 2026-06-30, BCU Wealth Advisors, LLC reported 285.66K DFCF (shares), valued at $12.06M, or 4.00% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares increased 7.79%; reported value increased 7.76%, and weight changed -0.17 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 | 4.00% | 285,657 | SEC filing ↗Filed Jul 14, 2026Combination report |
| Q1 2026 | 4.17% | 265,022 | SEC filing ↗Filed Apr 21, 2026Combination report |
| Q4 2025 | 4.12% | 253,136 | SEC filing ↗Filed Jan 30, 2026Combination report |
| Q3 2025 | 4.07% | 235,423 | SEC filing ↗Filed Oct 16, 2025Combination report |
| Q2 2025 | 4.15% | 218,813 | SEC filing ↗Filed Jul 18, 2025Combination report |
| Q1 2025 | 4.19% | 191,707 | SEC filing ↗Filed Apr 17, 2025Combination report |
| Q4 2024 | 4.36% | 185,075 | SEC filing ↗Filed Jan 30, 2025Combination report |
| Q3 2024 | 4.62% | 179,280 | SEC filing ↗Filed Nov 7, 2024Combination report |
| Q2 2024 | 4.76% | 155,224 | SEC filing ↗Filed Aug 1, 2024Combination report |
| Q1 2024 | 4.67% | 131,069 | SEC filing ↗Filed May 3, 2024Combination report |
| Q4 2023 | 4.91% | 106,665 | 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 | 4.91% | 106,665 | $4.52M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 4.67% | 131,069 | $5.50M | Shares increased 22.88%; reported value increased 21.57%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 4.76% | 155,224 | $6.45M | Shares increased 18.43%; reported value increased 17.27%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2024 |
| Q3 2024 | 4.62% | 179,280 | $7.74M | Shares increased 15.50%; reported value increased 20.08%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q4 2024 | 4.36% | 185,075 | $7.64M | Shares increased 3.23%; reported value decreased 1.36%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 4.19% | 191,707 | $8.06M | Shares increased 3.58%; reported value increased 5.57%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 4.15% | 218,813 | $9.25M | Shares increased 14.14%; reported value increased 14.68%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2025 |
| Q3 2025 | 4.07% | 235,423 | $10.07M | Shares increased 7.59%; reported value increased 8.86%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 4.12% | 253,136 | $10.77M | Shares increased 7.52%; reported value increased 7.02%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | 4.17% | 265,022 | $11.19M | Shares increased 4.70%; reported value increased 3.86%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 4.00% | 285,657 | $12.06M | Shares increased 7.79%; reported value increased 7.76%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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