§ 13F · FUND PROFILE
Burton Enright Welch.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $662M (13F)Positions · 130Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.74M | $145M | 19.8% | +2% |
| 2 | AVDV | AMERICAN CENTY ETF TR | 557K | $56M | 7.6% | −2% |
| 3 | AVUV | AMERICAN CENTY ETF TR | 488K | $54M | 7.3% | +3% |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 1.02M | $49M | 6.7% | +7% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 1.11M | $41M | 5.6% | +3% |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 1.14M | $41M | 5.5% | +3% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 1.03M | $36M | 4.8% | ±0% |
| 8 | AVUS | AMERICAN CENTY ETF TR | 266K | $30M | 4.0% | +6% |
| 9 | VCRB | VANGUARD MALVERN FDS | 293K | $23M | 3.1% | +11% |
| 10 | AVDE | AMERICAN CENTY ETF TR | 224K | $19M | 2.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BURTON SIGNAL
AC read
Burton Enright Welch is a Other fund managing $662 million in assets. The fund runs a portfolio of 130 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
18 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed