account_balance
Investment manager · 13F filer · SEC CIK 2105919
Burton Enright Welch
Reported value$932Mas of Sep 30, 2026
Positions172 38 new, 2 sold out
Top 10 weight63.2%DFAC alone is 20%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
19.8%Added +5%
AVDVAmerican Centy ETF Tr
6.5%
AVUVAmerican Centy ETF Tr
6.4%
BNDXVanguard Charlotte FDS
5.7%Trimmed −4%
DUHPDfa Invt Dimensions Group In
5.6%Added +4%
DFICDimensional ETF Trust
5.3%Added +7%
DFEMDimensional ETF Trust
4.8%Added +5%
AVUSAmerican Centy ETF Tr
3.6%
VCRBVanguard Malvern FDS
3.0%
VTIPVanguard Malvern FDS
2.4%
AVDEAmerican Centy ETF Tr
2.1%
DFARDfa Invt Dimensions Group In
2.0%+5%
DFACDimensional ETF Trust
19.8%Added +5%
AVDVAmerican Centy ETF Tr
6.5%
AVUVAmerican Centy ETF Tr
6.4%
BNDXVanguard Charlotte FDS
5.7%
DUHPDfa Invt Dimensions Group In
5.6%+4%
DFICDimensional ETF Trust
5.3%+7%
DFEMDimensional ETF Trust
4.8%
AVUS3.6%
VCRB
VTIP
AVDE
DFAR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 19.8% Added +5%
AVDV American Centy ETF Tr 6.5% Held
AVUV American Centy ETF Tr 6.4% Held
BNDX Vanguard Charlotte FDS 5.7% Trimmed −4%
DUHP Dfa Invt Dimensions Group In 5.6% Added +4%
DFIC Dimensional ETF Trust 5.3% Added +7%
DFEM Dimensional ETF Trust 4.8% Added +5%
AVUS American Centy ETF Tr 3.6% Held
VCRB Vanguard Malvern FDS 3.0% Held
VTIP Vanguard Malvern FDS 2.4% Added +8%
AVDE American Centy ETF Tr 2.1% Held
DFAR Dfa Invt Dimensions Group In 2.0% Added +5%
What changed
Biggest moves since Jun 30, 2026
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