Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BCU WEALTH ADVISORS LLC | 05-03-2024 | 03-31-2024 | 45 | 117,767,389 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $49,778,581 | 1,558,015 | 0.04 | 0.04 | 302,279 | 24.07 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 2 | $12,299,039 | 459,777 | 0.01 | 0.01 | 77,138 | 20.16 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 3 | $7,665,364 | 162,954 | 0.01 | 0.01 | 28,300 | 21.02 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 4 | $5,498,339 | 131,069 | 0.00 | 0.00 | 24,404 | 22.88 | 03-31-2024 |
