BCU Wealth Advisors
BCU Wealth Advisors reported 64 stocks worth $309M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are Dimensional ETF Trust (45.9%), DFIC (14.6%) and DFSD (6.5%). Compared with Q2 2026, the fund opened new positions in CORO, ACWX and XOM, added to DFIC, DFSD and DFEM, trimmed IVE, EFG and IEMG and sold out of XOM and SYSB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $142M | 45.9% | 3.2M | +162K (+5%) | 8 of 8 | |
| 2 |  DFIC Dimensional Intern Core | $45.1M | 14.6% | 1.2M | +75K (+7%) | 8 of 8 | |
| 3 |  DFSD Dimensional Shrt Drt Fxd | $20M | 6.5% | 431K | +27K (+7%) | 8 of 8 | |
| 4 |  DFEM Dimensional ETF Trust | $14.5M | 4.7% | 365K | +41K (+13%) | 8 of 8 | |
| 5 |  DFCF Dimensional Core Fixed | $12.4M | 4.0% | 308K | +23K (+8%) | 8 of 8 | |
| 6 |  IVV Ishares TR | $10.7M | 3.5% | 14K | +201 (+1%) | 8 of 8 | |
| 7 |  IUSB Ishares Core | $8.4M | 2.7% | 189K | +17K (+10%) | 8 of 8 | |
| 8 |  DFIP Dimensional Infltn Prtd | $5.4M | 1.8% | 139K | +11K (+9%) | 8 of 8 | |
| 9 |  IVW Ishares TR | $4.4M | 1.4% | 31K | No change | 8 of 8 | |
| 10 |  DYNF Blackrock ETF Trust | $4.2M | 1.3% | 60K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →BCU Wealth Advisors 13F FAQ
What does BCU Wealth Advisors own?
BCU Wealth Advisors reported 64 stocks worth $309M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are Dimensional ETF Trust (45.9%), DFIC (14.6%) and DFSD (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did BCU Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 24 added to, 28 trimmed and 3 sold out. New positions include CORO, ACWX and XOM. It sold all of XOM and SYSB.
When will BCU Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is BCU Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $309M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.