StockDriftsStockDriftsTop 50 BCU Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 44.31% | 3.06M | $118.9M | +5.26%(+152.86K) | $31.37(+37.77%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 14.21% | 1.07M | $38.1M | -0.97%(-10.56K) | $26.64(+42.94%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 6.68% | 374.0K | $17.9M | +3.85%(+13.86K) | $47.22(+1.41%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.47% | 346.9K | $12.0M | -3.21%(-11.52K) | $26.29(+53.68%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 4.17% | 265.0K | $11.2M | +4.70%(+11.89K) | $41.88(+0.85%) | 2026-03-31 | |
| IUSB | ISHARES TR | 2.2% | 127.6K | $5.9M | +5.53%(+6.69K) | $45.48(+1.12%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.08% | 8.5K | $5.6M | +30.04%(+1.97K) | $530.61(+40.54%) | 2026-03-31 | |
| DFIP | DIMENSIONAL ETF TRUST | 1.8% | 116.0K | $4.8M | +2.74%(+3.10K) | $41.30(+2.10%) | 2026-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 1.5% | 170.0K | $4.0M | -1.32%(-2.27K) | $22.75(+13.42%) | 2026-03-31 | |
| IVE | ISHARES TR | 1.44% | 18.4K | $3.9M | -5.50%(-1.07K) | $194.56(+15.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.52% | +38.70% |
| Top 20 Holdings Unweighted | +8.67% | +28.32% |
Sign up free to track BCU Wealth Advisors, LLC, compare funds side by side, and get alerts the moment positions change.