Institutional Fund
Bcu Wealth Advisors, LLC
Vernon Hills, ILCIK 20035705 filings on record
Portfolio Value
$268.24M
Q1 2026
Holdings
60
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+2.6%
from $261.33M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust44.3%
- Dimensional ETF Trust14.2%
- Dimensional ETF Trust6.7%
- Dimensional ETF Trust4.5%
- Dimensional ETF Trust4.2%
- Ishares Tr2.2%
- Other24.0%
Portfolio Holdings
60 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.06M | $118.86M | 44.3% | +152.9K | Added |
| 2 | Dimensional ETF Trust | 1.07M | $38.13M | 14.2% | −10.6K | Reduced |
| 3 | Dimensional ETF Trust | 374.0K | $17.91M | 6.7% | +13.9K | Added |
| 4 | Dimensional ETF Trust | 346.9K | $11.99M | 4.5% | −11.5K | Reduced |
| 5 | Dimensional ETF Trust | 265.0K | $11.19M | 4.2% | +11.9K | Added |
| 6 | Ishares Tr | 127.6K | $5.89M | 2.2% | +6.7K | Added |
| 7 | Ishares Tr | 8.5K | $5.58M | 2.1% | +2.0K | Added |
| 8 | Dimensional ETF Trust | 116.0K | $4.84M | 1.8% | +3.1K | Added |
| 9 | Dimensional ETF Trust | 170.0K | $4.02M | 1.5% | −2.3K | Reduced |
| 10 | Ishares Tr | 18.4K | $3.88M | 1.4% | −1.1K | Reduced |
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