StockDriftsStockDriftsTop 50 Burk Holdings LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | 9.49% | 623.5K | $22.2M | +2.04%(+12.49K) | $27.77(+35.43%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.13% | 389.2K | $14.3M | +4.59%(+17.08K) | $34.53(+20.44%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 5.62% | 367.1K | $13.1M | +8.11%(+27.55K) | $30.98(+28.19%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 5.4% | 177.2K | $12.6M | +5.61%(+9.41K) | $65.14(+25.16%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 5.1% | 107.7K | $11.9M | +3.76%(+3.90K) | $95.74(+29.01%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.72% | 318.9K | $11.0M | +1.96%(+6.14K) | $27.74(+41.97%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 4.72% | 227.2K | $11.0M | +4.69%(+10.18K) | $41.74(+31.40%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 4.39% | 242.7K | $10.2M | +11.18%(+24.41K) | $42.30(-0.26%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 3.23% | 88.8K | $7.5M | +3.39%(+2.92K) | $64.83(+38.69%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.03% | 99.8K | $7.1M | +9.69%(+8.82K) | $63.99(+27.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.47% | +53.97% |
| Top 20 Holdings Unweighted | +15.50% | +54.09% |
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