§ 13F · FUND PROFILE
Burton Enright Welch.
AUM · $852M (13F)Positions · 146Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.98M | $176M | 20.7% | +6% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 508K | $63M | 7.4% | +4% |
| 3 | AVDV | AMERICAN CENTY ETF TR | 554K | $57M | 6.7% | −1% |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 1.17M | $57M | 6.7% | +15% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 1.19M | $50M | 5.9% | +7% |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 1.24M | $46M | 5.4% | +8% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 1.07M | $44M | 5.1% | +4% |
| 8 | AVUS | AMERICAN CENTY ETF TR | 266K | $34M | 4.0% | ±0% |
| 9 | VCRB | VANGUARD MALVERN FDS | 371K | $29M | 3.4% | +27% |
| 10 | VTIP | VANGUARD MALVERN FDS | 423K | $21M | 2.5% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BURTON SIGNAL
AC read
Burton Enright Welch is a Other fund managing $852 million in assets. The fund runs a portfolio of 146 positions.
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