13F Insight
DOSSIER · 13F-HR · Q2 2026

Burton Enright Welch

$852M in tracked AUM across 146 positions as of Q2 2026.

BE
CIK 0002105919 · last filed Jun 30, 2026
Total AUM
$852M
as of Q2 2026
Holdings
146
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Burton Enright Welch filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$176M4.0M20.7%02
AVUV
AMERICAN CENTY ETF TR
$63M508K7.4%03
AVDV
AMERICAN CENTY ETF TR
$57M554K6.7%04
BNDX
VANGUARD CHARLOTTE FDS
$57M1.2M6.7%05
DUHP
DIMENSIONAL ETF TRUST
$50M1.2M5.9%06
DFIC
DIMENSIONAL ETF TRUST
$46M1.2M5.4%07
DFEM
DIMENSIONAL ETF TRUST
$44M1.1M5.1%08
AVUS
AMERICAN CENTY ETF TR
$34M266K4.0%09
VCRB
VANGUARD MALVERN FDS
$29M371K3.4%10
VTIP
VANGUARD MALVERN FDS
$21M423K2.5%

Filing history

2026Q2Jun 30
$852M▲ 15.8%
146 positionsView →2026Q1Mar 31
$736M▲ 3.5%
143 positionsView →2025Q4Dec 31
$710M▲ 7.2%
128 positionsView →2025Q3Sep 30
$662M▲ 14.9%
130 positionsView →2025Q2Jun 30
$577M▲ 17.3%
123 positionsLocked2025Q1Mar 31
$492M▲ 3.3%
104 positionsLocked2024Q4Dec 31
$476M▲ 2.1%
98 positionsLocked2024Q3Sep 30
$466M▲ 7.5%
93 positionsLocked2024Q2Jun 30
$434M▲ 4.4%
92 positionsLocked2024Q1Mar 31
$416M▲ 11.0%
89 positionsLocked2023Q4Dec 31
$374M▲ 15.5%
81 positionsLocked2023Q3Sep 30
$324M▲ 1.1%
71 positionsLocked
Showing 12 of 19