Bcu Wealth Advisors, LLC Incresed Positions in Q3 2025

Bcu Wealth Advisors, LLC

  • $247 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
117K
+ 4.34%
$36.04 - $38.78 $4.22M - $4.54M
2.82M $109B
DFIC
Dimensional ETF Tr Dimensional

ETFs
64.4K
+ 6.58%
$30.76 - $33.01 $1.98M - $2.13M
1.04M $34.2B
OEF
Ishares S&P 100 ETF

ETFs
3.84K
+ 99.9%
N/A
7.69K $2.56B
DFSD
Dimensional ETF Tr Short Durat

ETFs
27.5K
+ 8.93%
$47.86 - $48.43 $1.32M - $1.33M
335K $16.2B
Blackrock ETF Trust
31.9K
+ 364.23%
N/A
40.6K $1.39B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
9.17K
+ 2.77%
$29.55 - $32.52 $271K - $298K
340K $10.9B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
16.6K
+ 7.59%
$41.8 - $43.15 $694K - $717K
235K $10.1B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.11K
+ 16.14%
$54.35 - $59.32 $495K - $540K
65.5K $3.88B
IAU
Ishares Gold Trust

ETFs
9.83K
+ 240.06%
$61.62 - $72.77 $606K - $715K
13.9K $1.01B
IVE
Ishares S&P 500 Value ETF

ETFs
1.78K
+ 14.97%
$194.44 - $206.51 $346K - $367K
13.7K $2.82B
DFAR
Dimensional ETF Tr Dimensional

ETFs
18K
+ 13.07%
$22.9 - $24.1 $413K - $434K
156K $3.72B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.57K
+ 22.49%
$98.52 - $103.93 $352K - $371K
19.4K $2B
IEMG
Ishares Inc

ETFs
2.35K
+ 6.93%
N/A
36.3K $2.39B
DFIP
Dimensional ETF Tr Inflation P

ETFs
6.88K
+ 7.1%
$41.6 - $42.66 $286K - $294K
104K $4.38B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.09K
+ 38.66%
$236.25 - $257.69 $258K - $282K
3.92K $1.01B
ABBV
Abb Vie Inc.

Healthcare
30
+ 0.6%
$184.85 - $231.54 $5.55K - $6.95K
5.04K $1.17B
Blackrock ETF Trust
2.92K
+ 8.77%
N/A
36.2K $1.37B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.38K
+ 12.31%
$50.85 - $51.35 $121K - $122K
21.7K $1.11B
DGRO
Ishares Core Dividend Growth E

ETFs
1.26K
+ 20.94%
$64.12 - $68.08 $81K - $86.1K
7.3K $497M
GE
General Electric CO

Industrials
3
+ 0.14%
$244.75 - $305.63 $734 - $917
2.1K $632M
ORCL
Oracle Corp

Technology
2
+ 0.16%
$218.96 - $328.33 $438 - $657
1.24K $348M
CVS
Cvs Health Corp

Healthcare
57
+ 0.59%
$58.75 - $76.5 $3.35K - $4.36K
9.75K $735M
Blackrock ETF Trust Ii
982
+ 3.93%
N/A
26K $1.38B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.09%
$546.99 - $602.2 $547 - $602
1.13K $679M
MGC
Vanguard Mega Cap ETF

ETFs
4
+ 0.14%
$224.2 - $245.55 $897 - $982
2.8K $683M
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.18%
$303.93 - $329.86 $912 - $990
1.63K $534M
VIG
Vanguard Dividend Appreciation

ETFs
8
+ 0.27%
N/A
3K $648M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6
+ 0.19%
$134.94 - $145.86 $810 - $875
3.22K $469M
XLK
Technology Sector Spdr

ETFs
1
+ 0.11%
$250.97 - $282.66 $251 - $283
897 $253M
EMB
Ishares Tr

ETFs
145
+ 3.96%
$91.52 - $95.59 $13.3K - $13.9K
3.81K $362M
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.36%
$282.78 - $316.06 $848 - $948
836 $264M
WMT
Walmart Inc.

Consumer Defensive
5
+ 0.17%
$94.4 - $104.27 $472 - $521
2.97K $306M
DSTL
ETF Ser Solution Distillate Us

ETFs
12
+ 0.2%
$54.44 - $58.24 $653 - $699
5.9K $342M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
123
+ 4.76%
$102.4 - $103.88 $12.6K - $12.8K
2.71K $280M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
13
+ 0.24%
$70.77 - $73.59 $920 - $957
5.38K $394M
ABT
Abbott Laboratories

Healthcare
16
+ 0.34%
$120.51 - $136.62 $1.93K - $2.19K
4.71K $631M
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 0.19%
$157.77 - $183.27 $631 - $733
2.06K $334M
BAX
Baxter International Inc

Healthcare
115
+ 0.55%
$21.71 - $31.23 $2.5K - $3.59K
21K $478M
Activity Summary
Buys All Purchases 44 New Holdings 5 Increased Positions 39 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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