Burton Enright Welch ETF holdings
Walnut Creek, CA
Reported $753.8M in 75 ETFs in its Form 13F for June 30, 2026.
ETF value
$753.8M
ETFs held
75
Change from prior quarter
+17.0%
With price moves
ETFs as a share of its 13F
88.5%
of $851.5M
Top 10 of 75 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $176.4M | 3,976,632 | +232,530 shares |
| AVUV | Avantis US Small Cap Value ETF | $63.4M | 507,991 | +20,390 shares |
| AVDV | Avantis International Small Cap Value ETF | $57.1M | 554,449 | −2,941 shares |
| BNDX | Vanguard Total International Bond ETF | $56.9M | 1,174,634 | +153,267 shares |
| DUHP | Dimensional US High Profitability ETF | $49.9M | 1,194,965 | +81,552 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $46.1M | 1,238,480 | +96,457 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $43.6M | 1,073,188 | +41,560 shares |
| AVUS | Avantis US Equity ETF | $34.0M | 265,570 | +35 shares |
| VCRB | Vanguard Core Bond ETF | $28.6M | 370,543 | +77,843 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $21.2M | 422,683 | +55,712 shares |
65 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002105919. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Burton Enright Welch own?
Burton Enright Welch reported 75 ETF positions worth $753.8M in its Form 13F for June 30, 2026. The largest was DFAC, at $176.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.