BCU Wealth Advisors, LLC

RIA/Wealth

BCU Wealth Advisors, LLC is a RIA/Wealth based in Vernon Hills, IL led by David Blum, reporting $535.0M in AUM as of Q3 2025 with 95% ETF concentration, 82% concentrated in top 10 holdings, and 44% allocation to DFAC.

ChairmanDavid Blum

Portfolio Value: $245.8M
Positions: 60
Top Holding: DFAC at 44.24%
Last Reported: Q3 2025

Address300 N. Milwaukee Avenue, Vernon Hills, IL, 60061, United States

Top Holdings

Largest long holdings in BCU Wealth Advisors, LLC's portfolio (82.3% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$108.7M	44.24%	+$4.5M Bought	— 2.8M shares	Q4 2023 Held for 2 years
2 Dimensional International Core Equity 2 DFIC	ETF ETF	$34.2M	13.93%	+$2.1M Bought	— 1.0M shares	Q4 2023 Held for 2 years
3 DFSD Dimensional Short-Duration Fixed Income DFSD	ETF ETF	$16.2M	6.57%	+$1.3M Bought	— 335.3K shares	Q4 2023 Held for 2 years
4 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$10.9M	4.44%	+$294.0K Bought	— 340.0K shares	Q4 2023 Held for 2 years
5 DFCF Dimensional Core Fixed Income DFCF	ETF ETF	$10.1M	4.10%	+$710.2K Bought	— 235.4K shares	Q4 2023 Held for 2 years
6 iShares Core Total USD Bond Market IUSB	ETF ETF	$5.9M	2.40%	-$1.2M Sold	— 126.3K shares	Q4 2023 Held for 2 years
7 DFIP Dimensional Inflation-Protected Securities DFIP	ETF ETF	$4.4M	1.78%	+$290.6K Bought	— 103.8K shares	Q4 2023 Held for 2 years
8 iShares Core S&P 500 ETF IVV	ETF ETF	$4.2M	1.72%	+$202.8K Bought	— 6.3K shares	Q4 2023 Held for 2 years
9 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$3.9M	1.58%	+$539.1K Bought	— 65.5K shares	Q1 2024 Held for 1y 9m
10 Dimensional US Real Estate DFAR	ETF ETF	$3.7M	1.51%	+$429.9K Bought	— 155.9K shares	Q4 2023 Held for 2 years

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BCU Wealth Advisors, LLC's latest filing

See all changes

GthenC

Market Value

$245.8M

Prior: $222.4M

Q/Q Change

+10.51%

+$23.4M

Net Flows % of MV

+3.84%

Turnover Ratio

4.23%

New Purchases

2 stocks

$726.5K

Added To

38 stocks

+$14.0M

Sold Out Of

0 stocks

Reduced Holdings

12 stocks

-$5.3M

Increased Positions

Position	Shares Δ	Change
1 iShares U.S. Aerospace & Defense ITA	New	0 → 2.4K +$510.8K
2 EMCOR Group EME	New	0 → 332.0 +$215.7K
3 IAU iShares Gold Trust IAU	+240.06%	4.1K → 13.9K +$715.2K
4 iShares S&P 100 OEF	+99.9%	3.8K → 7.7K +$1.3M
5 iShares MSCI USA Momentum Factor MTUM	+38.66%	2.8K → 3.9K +$280.6K

Decreased Positions

Position	Shares Δ	Change
1 iShares U.S. Technology IYW	-82.58%	6.6K → 1.2K −$1.1M
2 iShares MSCI EAFE Growth EFG	-79.62%	18.6K → 3.8K −$1.7M
3 Microsoft MSFT	-40.59%	1.2K → 710.0 −$251.1K
4 Blackstone BX	-17.95%	3.9K → 3.2K −$119.6K
5 iShares Core Total USD Bond Market IUSB	-17.22%	152.6K → 126.3K −$1.2M