Burk Holdings LLC
CIK 2079815 · Holdings on Dec 31, 2024 · First reported Aug 13, 2025
Top ten holdings
Q4 2024- DFIC10.57%
- DUHP7.77%
- DFAS7.41%
- DFLV6.13%
- DFUV6.09%
- DFEM5.44%
- AVUV5.29%
- DFUS4.91%
- AVDE4.49%
- DFAT3.23%
Share classes counted separately61.33%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $13.07M | 10.57% | 505.78K shares | Prior unavailable — | — | ↗▾ |
| 02 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $9.61M | 7.77% | 284.54K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $9.16M | 7.41% | 140.81K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFLVDIM US LARGE CAP VALUE ETFUS LARGE CAP VAL View history and evidence | $7.57M | 6.13% | 252.24K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $7.53M | 6.09% | 183.99K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $6.73M | 5.44% | 257.10K shares | Prior unavailable — | — | ↗▾ |
| 07 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $6.54M | 5.29% | 67.72K shares | Prior unavailable — | — | ↗▾ |
| 08 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $6.07M | 4.91% | 95.17K shares | Prior unavailable — | — | ↗▾ |
| 09 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $5.55M | 4.49% | 90.43K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $3.99M | 3.23% | 71.66K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2079815 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 123666556
}Research all 56 reported holdings.
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.