Data as of Q4 2025 (Dec 31, 2025)

BCU Wealth Advisors, LLC

โ€ขCIK: 2003570โ€ขFiling: Q4 2025

**BCU Wealth Advisors, LLC** manages $261M across a portfolio of 61 positions, exhibiting a concentrated focus on the financial services sector. The fund's largest allocation is to DFAC, representing $115.0M, followed by significant positions in DFIC ($37.3M) and DFSD ($17.3M). This structure suggests a deep, sector-specific conviction in regional banking and financial infrastructure plays. The top ten holdings alone account for substantial exposure to key financial market segments.

Total AUM
$261.3M
QoQ Performance
+5.7%
Positions
34
Top 10 Concentration
82.4%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
DFIC
DFSD
DFAC44.0%
DFIC14.3%
DFSD6.6%
DFEM4.5%
DFCF4.1%
IUSB2.2%
DFIP1.8%
IVV1.7%

๐Ÿ“ˆ Biggest Buys

DFAC
DIMENSIONAL ETF TRUST
+3.1%
44.0% of portfolio
DFIC
DIMENSIONAL ETF TRUST
+3.8%
14.3% of portfolio
IVE
ISHARES TR
+42.2%
1.6% of portfolio
DFSD
DIMENSIONAL ETF TRUST
+7.4%
6.6% of portfolio
DFCF
DIMENSIONAL ETF TRUST
+7.5%
4.1% of portfolio

๐Ÿ“‰ Biggest Sells

QUAL
ISHARES TR
-46.1%
0.7% of portfolio
EFV
ISHARES TR
-11.9%
1.1% of portfolio
IUSB
ISHARES TR
-4.3%
2.2% of portfolio
CVS
CVS HEALTH CORP
-21.1%
0.2% of portfolio
EFG
ISHARES TR
-29.4%
0.1% of portfolio

Sector Breakdown

Other95.6%
ETF1.7%
Healthcare1.0%
Technology0.7%
Industrial0.2%
Consumer Staples0.2%
Consumer0.2%
Energy0.2%

๐Ÿšช Exited Positionssold since Q3 2025

STIP
ISHARES TR
SOLD
$279.8K
IYW
ISHARES TR
SOLD
$226.8K

Changes from Q3 2025

NEW2 new positions
โ†‘40 increased
โ†“8 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023