BCU Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), BCU Wealth Advisors, LLC reported 54 stock positions worth $175.0 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 42.8% of the portfolio, followed by Dimensional International (DFIC, 13.3%) and Dimensional Short Duration (DFSD, 7.0%). Compared with Q3 2024, it opened 5 new positions, sold out of 3, added to 37 and reduced 7. The biggest buy was Dimensional International (DFIC, shares +44%) and the biggest sale Dimensional International (DFAI, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- Vernon Hills, IL
- CIK
- 0002003570
- Portfolio Value
- $175.0M (Q4 2024)
- SEC Filing
- 0001667731-25-000174 ↗ filed Jan 30, 2025
Holdings Value
Holdings 54 stocks · $175.0M
| DFAC Dimensional US Core Equity 2 | 42.83% | 2,167,517 | $75.0M | Add +1.2% |
| DFIC Dimensional International Co. | 13.32% | 902,227 | $23.3M | Add +43.9% |
| DFSD Dimensional Short Duration | 6.96% | 259,994 | $12.2M | Add +19.4% |
| DFCF Dimensional Core Fixed Inc. | 4.36% | 185,075 | $7.6M | Add +3.2% |
| DFEM Dimensional Emrg MRKT Core | 4.25% | 284,258 | $7.4M | Add +40.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.45% | 133,516 | $6.0M | Reduce -0.5% |
| IVV iShares Core S&P 500 ETF | 3.23% | 9,590 | $5.6M | Add +0.5% |
| DFIP Dimensional Inflation-Protec | 2.07% | 89,401 | $3.6M | Add +96.9% |
| DFAR Dimensional US Real Est ETF | 1.45% | 109,249 | $2.5M | Add +18.6% |
| IVW iShares S&P 500 Growth ETF | 1.44% | 24,772 | $2.5M | Reduce -4.4% |
| QUAL iShares MSCI USA Quality Fac | 1.31% | 12,888 | $2.3M | Add +3.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.27% | 43,214 | $2.2M | Reduce -1.0% |
| EFV iShares MSCI Eafe Value ETF | 1.10% | 36,833 | $1.9M | Add +15.3% |
| EFG iShares MSCI Eafe Growth ETF | 1.08% | 19,606 | $1.9M | Add +22.3% |
| MBB iShares MBS ETF | 0.98% | 18,681 | $1.7M | Add +17.0% |
| IVE iShares S&P 500 Value ETF | 0.73% | 6,727 | $1.3M | Add +6.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.63% | 21,255 | $1.1M | Add +17.3% |
| DUSB Dimension Ultrashort Fi ETF | 0.61% | 20,994 | $1.1M | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.56% | 17,684 | $981K | Add +13.9% |
| ABBV Abbvie Inc. | 0.50% | 4,941 | $878K | Add +0.7% |
| IYW iShares Ustechnology ETF | 0.48% | 5,227 | $834K | Reduce -6.0% |
| AAPL Apple Inc. | 0.47% | 3,306 | $828K | Add +0.1% |
| TLT iShares 20+ Year Treasury BD | 0.39% | 7,729 | $675K | Add +21.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.35% | 2,996 | $620K | New |
| KO The Coca-Cola Co. | 0.34% | 9,513 | $592K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 2,985 | $585K | Add +0.6% |
| BAX Baxter International Inc. | 0.33% | 20,037 | $584K | Add +0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 1,129 | $577K | Add +0.3% |
| ABT Abbott Laboratories | 0.29% | 4,507 | $510K | Add +0.4% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.29% | 2,388 | $508K | Add +0.2% |
| DFAU Dimensional US Core Equity M | 0.27% | 11,773 | $477K | Reduce -87.3% |
| CVS CVS Health Corp. | 0.27% | 10,583 | $475K | Add +0.6% |
| IEMG iShares Core MSCI Emerging | 0.25% | 8,509 | $444K | Add +7.1% |
| ESGU iShares ESG Aware MSCI USA | 0.24% | 3,201 | $412K | Add +1.3% |
| DFAI Dimensional International Co. | 0.23% | 13,733 | $401K | Reduce -88.1% |
| NVDA Nvidia Corp. | 0.22% | 2,830 | $380K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.20% | 5,340 | $358K | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 1,222 | $354K | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 2,091 | $349K | Add +0.2% |
| IWY iShares Russell Top 200 Grow | 0.19% | 1,437 | $338K | Add +0.1% |
| DSTL Distillate US Fundamental St | 0.18% | 5,865 | $322K | Add +0.3% |
| DGRO iShares Core Dividend Growth | 0.17% | 4,975 | $305K | Add +0.5% |
| IAU iShares Gold Trust | 0.17% | 5,850 | $290K | New |
| ICVT iShares Convertible Bond ETF | 0.16% | 3,233 | $275K | Add +30.5% |
| EMB iShares JP Morgan Usd Emergi | 0.16% | 3,083 | $274K | Add +14.9% |
| AMZN Amazon.com Inc. | 0.15% | 1,217 | $267K | No change |
| PM Philip Morris International | 0.14% | 2,041 | $246K | Add +0.3% |
| MSFT Microsoft Corp. | 0.13% | 532 | $224K | No change |
| WMT Walmart Inc. | 0.13% | 2,480 | $224K | No change |
| IFRA iShares US Infrastructure | 0.12% | 4,529 | $210K | Reduce -4.5% |
| GOVT iShares US Treasury Bond ETF | 0.12% | 9,111 | $209K | New |
| XLK SS Technology Select Sector | 0.12% | 893 | $208K | Add +0.2% |
| ORCL Oracle Corp. | 0.12% | 1,231 | $205K | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.12% | 1,060 | $202K | New |
Portfolio Sells Q3 2024 → Q4 2024
| DFAI Dimensional International Co. | Reduce -88.1% | 0.23% | −1.95 |
| DFAU Dimensional US Core Equity M | Reduce -87.3% | 0.27% | −1.91 |
| DFAE Dimensional Emerging Core Eq | Sold out | 0.00% | −0.66 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -0.5% | 3.45% | −0.32 |
| IGEB iShares Investment Grade SYS | Sold out | 0.00% | −0.14 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.12 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.4% | 1.44% | −0.04 |
| IYW iShares Ustechnology ETF | Reduce -6.0% | 0.48% | −0.03 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -1.0% | 1.27% | −0.02 |
| IFRA iShares US Infrastructure | Reduce -4.5% | 0.12% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| DFIC Dimensional International Co. | Add +43.9% | 13.32% | +2.81 |
| DFIP Dimensional Inflation-Protec | Add +96.9% | 2.07% | +0.92 |
| DFEM Dimensional Emrg MRKT Core | Add +40.1% | 4.25% | +0.85 |
| DFSD Dimensional Short Duration | Add +19.4% | 6.96% | +0.77 |
| DUSB Dimension Ultrashort Fi ETF | New | 0.61% | +0.61 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.35% | +0.35 |
| IAU iShares Gold Trust | New | 0.17% | +0.17 |
| GOVT iShares US Treasury Bond ETF | New | 0.12% | +0.12 |
| GOOG Alphabet Inc. Class C | New | 0.12% | +0.12 |
| MBB iShares MBS ETF | Add +17.0% | 0.98% | +0.07 |
| EFG iShares MSCI Eafe Growth ETF | Add +22.3% | 1.08% | +0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +17.3% | 0.63% | +0.05 |
| DFAR Dimensional US Real Est ETF | Add +18.6% | 1.45% | +0.04 |
| ICVT iShares Convertible Bond ETF | Add +30.5% | 0.16% | +0.03 |
| AAPL Apple Inc. | Add +0.1% | 0.47% | +0.01 |
| TLT iShares 20+ Year Treasury BD | Add +21.2% | 0.39% | +0.01 |
| EFV iShares MSCI Eafe Value ETF | Add +15.3% | 1.10% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +14.9% | 0.16% | +0.01 |
| IWY iShares Russell Top 200 Grow | Add +0.1% | 0.19% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 0.33% | +0.00 |
| XLK SS Technology Select Sector | Add +0.2% | 0.12% | −0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +1.3% | 0.24% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.4% | 0.20% | −0.00 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +0.2% | 0.29% | −0.00 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +13.9% | 0.56% | −0.01 |
| PM Philip Morris International | Add +0.3% | 0.14% | −0.01 |
| ORCL Oracle Corp. | Add +0.1% | 0.12% | −0.01 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.2% | 0.20% | −0.01 |
| IVE iShares S&P 500 Value ETF | Add +6.4% | 0.73% | −0.01 |
| DGRO iShares Core Dividend Growth | Add +0.5% | 0.17% | −0.01 |
| DSTL Distillate US Fundamental St | Add +0.3% | 0.18% | −0.01 |
| ABT Abbott Laboratories | Add +0.4% | 0.29% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.6% | 0.33% | −0.02 |
| IEMG iShares Core MSCI Emerging | Add +7.1% | 0.25% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Add +3.2% | 1.31% | −0.02 |
| GE General Electric | Add +0.2% | 0.20% | −0.04 |
| IVV iShares Core S&P 500 ETF | Add +0.5% | 3.23% | −0.06 |
| ABBV Abbvie Inc. | Add +0.7% | 0.50% | −0.08 |
| BAX Baxter International Inc. | Add +0.8% | 0.33% | −0.12 |
| CVS CVS Health Corp. | Add +0.6% | 0.27% | −0.12 |
| DFCF Dimensional Core Fixed Inc. | Add +3.2% | 4.36% | −0.25 |
| DFAC Dimensional US Core Equity 2 | Add +1.2% | 42.83% | −0.95 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 63 | $301.1M | DFAC, DFIC, DFSD, DFEM, DFCF |
| Q1 2026 | 60 | $268.2M | DFAC, DFIC, DFSD, DFEM, DFCF |
| Q4 2025 | 61 | $261.3M | DFAC, DFIC, DFSD, DFEM, DFCF |
| Q3 2025 | 61 | $247.2M | DFAC, DFIC, DFSD, DFEM, DFCF |
| Q2 2025 | 56 | $222.7M | DFAC, DFIC, DFSD, DFEM, DFCF |
| Q1 2025 | 50 | $192.2M | DFAC, DFIC, DFSD, DFEM, DFCF |
| Q4 2024 | 54 | $175.0M | DFAC, DFIC, DFSD, DFCF, DFEM |
| Q3 2024 | 52 | $167.8M | DFAC, DFIC, DFSD, DFCF, IUSB |
| Q2 2024 | 47 | $135.4M | DFAC, DFIC, DFSD, DFCF, IVV |
| Q1 2024 | 45 | $117.8M | DFAC, DFIC, DFSD, DFCF, IVV |