Burk Holdings LLC: 13F holdings

CIK 20798152026Q2

Positions643
Reported value$270.5m
Filed2026-08-13

Top 10 holdings

SecuritySharesValueWeight
DFIC DIMENSIONAL ETF TRUST659,347$24.6m9.1%
DIMENSIONAL ETF TRUST470,037$19.6m7.3%
WSBC DIMENSIONAL ETF TRUST397,202$15.7m5.8%
DIMENSIONAL ETF TRUST188,591$15.5m5.7%
AVUV AMERICAN CENTY ETF TR117,087$14.6m5.4%
DFEM DIMENSIONAL ETF TRUST321,627$13.1m4.8%
YM=F DIMENSIONAL ETF TRUST230,951$12.7m4.7%
DFCF DIMENSIONAL ETF TRUST285,493$12.1m4.5%
AVDE AMERICAN CENTY ETF TR100,644$9.0m3.3%
DFUS DIMENSIONAL ETF TRUST105,854$8.7m3.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2079815")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples