Burton Enright Welch: 13F holdings
CIK 21059192026Q2
| Positions | 136 |
|---|
| Reported value | $851.2m |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 136 (+2 vs prior quarter) |
|---|
| Reported value | $851.2m (+15.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 3,976,632 | $176.4m | 20.7% |
| AVUV AMERICAN CENTY ETF TR | 507,991 | $63.4m | 7.4% |
| AVDV AMERICAN CENTY ETF TR | 554,449 | $57.1m | 6.7% |
| BNDX VANGUARD CHARLOTTE FDS | 1,174,634 | $56.9m | 6.7% |
| DIMENSIONAL ETF TRUST | 1,194,965 | $49.9m | 5.9% |
| DFIC DIMENSIONAL ETF TRUST | 1,238,480 | $46.1m | 5.4% |
| DFEM DIMENSIONAL ETF TRUST | 1,073,188 | $43.6m | 5.1% |
| AVUS AMERICAN CENTY ETF TR | 265,570 | $34.0m | 4.0% |
| VCRB VANGUARD MALVERN FDS | 370,543 | $28.6m | 3.4% |
| VTIP VANGUARD MALVERN FDS | 422,683 | $21.2m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2105919")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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