Burk Holdings LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BH Burk Holdings LLC | Institutional Filer | ▲ 11.24% | $233.2M | 673 |
Current Portfolio Holdings
Showing all 673 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | — | 623K | $22.2M | 9.50% |
| 2 | DUHP | DIMENSIONAL ETF TRUST | — | 389K | $14.3M | 6.13% |
| 3 | DFLV | DIMENSIONAL ETF TRUST | — | 367K | $13.1M | 5.62% |
| 4 | DFAS | DIMENSIONAL ETF TRUST | — | 177K | $12.6M | 5.40% |
| 5 | AVUV | AMERICAN CENTY ETF TR | — | 108K | $11.9M | 5.10% |
| 6 | DFEM | DIMENSIONAL ETF TRUST | — | 319K | $11.0M | 4.72% |
| 7 | DFUV | DIMENSIONAL ETF TRUST | — | 227K | $11.0M | 4.72% |
| 8 | DFCF | DIMENSIONAL ETF TRUST | — | 243K | $10.2M | 4.39% |
| 9 | AVDE | AMERICAN CENTY ETF TR | — | 89K | $7.5M | 3.23% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | — | 100K | $7.1M | 3.04% |
| 11 | DFSD | DIMENSIONAL ETF TRUST | — | 143K | $6.9M | 2.94% |
| 12 | DFGR | DIMENSIONAL ETF TRUST | — | 254K | $6.8M | 2.90% |
| 13 | AVLV | AMERICAN CENTY ETF TR | — | 68K | $5.5M | 2.36% |
| 14 | DFAT | DIMENSIONAL ETF TRUST | — | 87K | $5.4M | 2.34% |
| 15 | DFSV | DIMENSIONAL ETF TRUST | — | 153K | $5.4M | 2.30% |
Showing 1 to 15 of 673 holdings