BCU Wealth Advisors, LLC - Portfolio overview

BCU Wealth Advisors, LLC has 66 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 43.61%
2. DFIC - DIMENSIONAL ETF TRUST, 13.99%
3. DFSD - DIMENSIONAL ETF TRUST, 6.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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