Bcu Wealth Advisors, LLC Incresed Positions in Q2 2025

Bcu Wealth Advisors, LLC

  • $223 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
155K
+ 6.08%
$29.12 - $35.84 $4.51M - $5.55M
2.7M $96.8B
DFIC
Dimensional ETF Tr Dimensional

ETFs
41.8K
+ 4.46%
$24.94 - $31.15 $1.04M - $1.3M
980K $30.5B
DFSD
Dimensional ETF Tr Short Durat

ETFs
36.3K
+ 13.37%
$47.09 - $48.01 $1.71M - $1.74M
308K $14.8B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
16.8K
+ 5.34%
$23.4 - $29.68 $393K - $498K
331K $9.82B
IEMG
Ishares Inc

ETFs
24K
+ 239.52%
N/A
34K $2.04B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
27.1K
+ 14.14%
$41.1 - $42.37 $1.11M - $1.15M
219K $9.25B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.97K
+ 10.09%
$82.96 - $110.1 $247K - $327K
32.4K $3.57B
IVE
Ishares S&P 500 Value ETF

ETFs
3.84K
+ 47.77%
$168.34 - $195.42 $646K - $750K
11.9K $2.32B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.92K
+ 19.12%
$152.42 - $182.82 $445K - $533K
18.2K $3.32B
EFV
Msci Eafe Value ETF

ETFs
7.51K
+ 18.71%
$52.4 - $64.65 $394K - $486K
47.7K $3.02B
DFIP
Dimensional ETF Tr Inflation P

ETFs
13.9K
+ 16.67%
$41.11 - $42.42 $569K - $588K
96.9K $4.05B
DFAR
Dimensional ETF Tr Dimensional

ETFs
16.2K
+ 13.31%
$20.99 - $23.93 $340K - $388K
138K $3.24B
IYW
Ishares Dj Us Tech ETF

ETFs
420
+ 6.74%
$122.57 - $173.27 $51.5K - $72.8K
6.65K $1.15B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
600
+ 26.91%
$180.84 - $240.32 $109K - $144K
2.83K $680M
VTI
Vanguard Total Stock Market Et

ETFs
400
+ 32.65%
$243.75 - $303.93 $97.5K - $122K
1.63K $494M
MGC
Vanguard Mega Cap ETF

ETFs
400
+ 16.72%
$179.23 - $224.92 $71.7K - $90K
2.79K $628M
GE
General Electric CO

Industrials
3
+ 0.14%
$166.81 - $257.39 $500 - $772
2.1K $540M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.09%
$416.06 - $551.64 $416 - $552
1.13K $623M
DGRO
Ishares Core Dividend Growth E

ETFs
1.04K
+ 20.84%
$55.22 - $63.94 $57.5K - $66.6K
6.04K $386M
WMT
Walmart Inc.

Consumer Defensive
485
+ 19.52%
$81.79 - $99.98 $39.7K - $48.5K
2.97K $290M
Blackrock ETF Trust Ii
1.04K
+ 4.33%
N/A
25K $1.32B
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.14%
$187.5 - $246.51 $375 - $493
1.44K $355M
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.29%
$149.23 - $184.95 $895 - $1.11K
2.05K $374M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6
+ 0.19%
$108.06 - $135.3 $648 - $812
3.22K $435M
ABT
Abbott Laboratories

Healthcare
177
+ 3.92%
$123.95 - $138.08 $21.9K - $24.4K
4.7K $639M
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.48%
$210.28 - $289.91 $841 - $1.16K
833 $241M
IAU
Ishares Gold Trust

ETFs
333
+ 8.85%
$56.1 - $64.74 $18.7K - $21.6K
4.09K $255M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.19%
$59.24 - $71.39 $592 - $714
5.36K $382M
EMB
Ishares Tr

ETFs
91
+ 2.55%
$86.54 - $92.62 $7.88K - $8.43K
3.66K $339M
DSTL
ETF Ser Solution Distillate Us

ETFs
13
+ 0.22%
$48.53 - $55.35 $631 - $720
5.89K $326M
ABBV
Abb Vie Inc.

Healthcare
33
+ 0.66%
$170.16 - $206.27 $5.62K - $6.81K
5.01K $929M
Activity Summary
Buys All Purchases 43 New Holdings 11 Increased Positions 32 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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