Institutional Fund
Burton Enright Welch
Walnut Creek, CACIK 210591918 filings on record
Portfolio Value
$735.55M
Q1 2026
Holdings
134
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+3.5%
from $710.46M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust19.8%
- American Centy ETF Tr7.6%
- American Centy ETF Tr7.3%
- Vanguard Charlotte Fds6.7%
- Dimensional ETF Trust5.6%
- Dimensional ETF Trust5.5%
- Other47.6%
Portfolio Holdings
134 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.74M | $145.50M | 19.8% | +65.7K | Added |
| 2 | American Centy ETF Tr | 557.4K | $55.66M | 7.6% | −10.1K | Reduced |
| 3 | American Centy ETF Tr | 487.6K | $53.87M | 7.3% | +14.5K | Added |
| 4 | Vanguard Charlotte Fds | 1.02M | $49.08M | 6.7% | +67.0K | Added |
| 5 | Dimensional ETF Trust | 1.11M | $40.93M | 5.6% | +34.1K | Added |
| 6 | Dimensional ETF Trust | 1.14M | $40.58M | 5.5% | +30.2K | Added |
| 7 | Dimensional ETF Trust | 1.03M | $35.64M | 4.8% | −1.6K | Reduced |
| 8 | American Centy ETF Tr | 265.5K | $29.52M | 4.0% | +14.5K | Added |
| 9 | Vanguard Malvern Fds | 292.7K | $22.65M | 3.1% | +27.9K | Added |
| 10 | American Centy ETF Tr | 224.2K | $19.02M | 2.6% | −2.3K | Reduced |
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