BCU Wealth Advisors, LLC ETF holdings
Vernon Hills, IL
Reported $291.0M in 43 ETFs in its Form 13F for June 30, 2026.
ETF value
$291.0M
ETFs held
43
Change from prior quarter
+12.0%
With price moves
ETFs as a share of its 13F
96.6%
of $301.1M
Top 10 of 43 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $134.5M | 3,033,037 | −25,536 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $41.9M | 1,124,264 | +51,202 shares |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $19.3M | 404,463 | +30,471 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $13.2M | 324,106 | −22,804 shares |
| DFCF | Dimensional Core Fixed Income ETF | $12.1M | 285,657 | +20,635 shares |
| IVV | iShares Core S&P 500 ETF | $10.3M | 13,727 | +5,181 shares |
| IUSB | iShares Core Universal USD Bond ETF | $8.0M | 172,845 | +45,227 shares |
| DFIP | Dimensional Inflation-Protected Securities ETF | $5.3M | 127,636 | +11,636 shares |
| DFAR | Dimensional US Real Estate ETF | $4.6M | 177,401 | +7,362 shares |
| IVW | iShares S&P 500 Growth ETF | $4.2M | 30,732 | +727 shares |
33 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002003570. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does BCU Wealth Advisors, LLC own?
BCU Wealth Advisors, LLC reported 43 ETF positions worth $291.0M in its Form 13F for June 30, 2026. The largest was DFAC, at $134.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.