Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Burk Holdings LLC (CIK 2079815) reported $233.3M across 668 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFIC ($22.2M, 9.49%), DUHP ($14.3M, 6.13%), DFLV ($13.1M, 5.62%), DFAS ($12.6M, 5.40%), AVUV ($11.9M, 5.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | $22.2M | 9.49% | 623,472 | Added |
| 2 | DUHP | DIMENSIONAL ETF TRUST | $14.3M | 6.13% | 389,197 | Added |
| 3 | DFLV | DIMENSIONAL ETF TRUST | $13.1M | 5.62% | 367,119 | Added |
| 4 | DFAS | DIMENSIONAL ETF TRUST | $12.6M | 5.40% | 177,180 | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $11.9M | 5.10% | 107,731 | Added |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $11.0M | 4.72% | 318,891 | Added |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $11.0M | 4.72% | 227,189 | Added |
| 8 | DFCF | DIMENSIONAL ETF TRUST | $10.2M | 4.39% | 242,692 | Added |
| 9 | AVDE | AMERICAN CENTY ETF TR | $7.5M | 3.23% | 88,797 | Added |
| 10 | DFUS | DIMENSIONAL ETF TRUST | $7.1M | 3.03% | 99,833 | Added |
| 11 | DFSD | DIMENSIONAL ETF TRUST | $6.9M | 2.94% | 143,357 | Added |
| 12 | DFGR | DIMENSIONAL ETF TRUST | $6.8M | 2.90% | 254,363 | Added |
| 13 | AVLV | AMERICAN CENTY ETF TR | $5.5M | 2.36% | 68,261 | Added |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $5.4M | 2.33% | 87,224 | Added |
| 15 | DFSV | DIMENSIONAL ETF TRUST | $5.4M | 2.30% | 153,309 | Trimmed |
| 16 | DISV | DIMENSIONAL ETF TRUST | $5.3M | 2.29% | 135,611 | Added |
| 17 | DFIV | DIMENSIONAL ETF TRUST | $4.9M | 2.09% | 92,183 | Trimmed |
| 18 | AVEM | AMERICAN CENTY ETF TR | $4.1M | 1.76% | 50,818 | Added |
| 19 | DFAR | DIMENSIONAL ETF TRUST | $3.8M | 1.65% | 162,485 | Added |
| 20 | JHPI | JOHN HANCOCK EXCHANGE TRADED | $3.2M | 1.37% | 141,651 | Added |
| 21 | DFAE | DIMENSIONAL ETF TRUST | $3.2M | 1.36% | 93,510 | Added |
| 22 | AVUS | AMERICAN CENTY ETF TR | $3.1M | 1.32% | 27,664 | Added |
| 23 | AVRE | AMERICAN CENTY ETF TR | $3.0M | 1.31% | 69,166 | Added |
| 24 | DUSB | DIMENSIONAL ETF TRUST | $2.5M | 1.09% | 50,057 | Added |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | $2.5M | 1.05% | 51,055 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31