Bcu Wealth Advisors, LLC Purchases and Sells in Q4 2024

Bcu Wealth Advisors, LLC

$175 Billion
Q4 2024

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIC	275K + 43.93%	$25.61 - $28.0 $7.05M - $7.71M	902K $23.3B
DFSD	42.3K + 19.44%	$46.75 - $47.8 $1.98M - $2.02M	260K $12.2B
DFEM	81.4K + 40.11%	$26.16 - $28.82 $2.13M - $2.35M	284K $7.44B
DFIP	44K + 96.93%	$40.31 - $42.43 $1.77M - $1.87M	89.4K $3.62B
DFAC	25.3K + 1.18%	$33.92 - $36.6 $859K - $927K	2.17M $75B
MBB	2.72K + 17.0%	$91.26 - $95.82 $248K - $260K	18.7K $1.71B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIMENSIONAL ETF TRUST	21K New	N/A	21K $1.06B
MTUM	3K New	$201.32 - $217.44 $603K - $651K	3K $620M
IAU	5.85K New	$48.37 - $52.65 $283K - $308K	5.85K $290M
GOVT	9.11K New	$22.39 - $23.45 $204K - $214K	9.11K $209M
GOOG	1.06K New	$163.08 - $198.16 $173K - $210K	1.06K $202M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAI	-101K - 88.08%	$29.0 - $31.6 $2.94M - $3.21M	13.7K $401M
DFAU	-80.7K - 87.26%	$39.27 - $42.38 $3.17M - $3.42M	11.8K $477M
IUSB	-612 - 0.46%	$45.07 - $47.1 $27.6K - $28.8K	134K $6.03B
IFRA	-213 - 4.49%	$45.94 - $51.71 $9.79K - $11K	4.53K $210M
IYW	-335 - 6.02%	$148.14 - $166.23 $49.6K - $55.7K	5.23K $834M
IVW	-1.13K - 4.37%	$94.43 - $105.47 $107K - $119K	24.8K $2.52B

Activity Summary All Purchases 42 New Holdings 5 Increased Positions 37 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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