Burk Holdings LLC Purchases and Sells in Q3 2025

Burk Holdings LLC

$187 Billion
Q3 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIC	25.8K + 4.59%	$30.76 - $33.01 $793K - $851K	587K $19.3B
DUHP	21.4K + 6.62%	$35.76 - $37.93 $767K - $813K	345K $13B
AVUV	6.42K + 7.28%	$90.37 - $102.12 $580K - $655K	94.5K $9.41B
DIMENSIONAL ETF TRUST	17.2K + 5.58%	N/A	326K $10.7B
DFAS	5.84K + 3.73%	$63.41 - $69.69 $370K - $407K	162K $11.1B
DFCF	24.7K + 16.8%	$41.8 - $43.15 $1.03M - $1.06M	171K $7.33B

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JHPI	123K New	$22.54 - $23.42 $2.77M - $2.88M	123K $2.85B
BLV	18.9K New	$67.48 - $71.55 $1.28M - $1.36M	18.9K $1.34B
QQQ	1.92K New	$546.99 - $602.2 $1.05M - $1.16M	1.92K $1.16B
VIG	5.05K New	N/A	5.05K $1.09B
DLN	10.8K New	$82.42 - $87.03 $890K - $940K	10.8K $940M
VOO	995 New	$567.77 - $614.76 $565K - $612K	995 $609M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-3.25K - 41.43%	$48.5 - $50.19 $158K - $163K	4.59K $230M
INDI	-12K - 33.24%	$3.54 - $4.92 $42.5K - $59K	24.1K $98.1M
AMZN	-80 - 1.6%	$211.65 - $238.24 $16.9K - $19.1K	4.92K $1.08B
DFNM	-164 - 1.92%	$47.18 - $48.17 $7.74K - $7.9K	8.39K $403M
DIA	-21 - 4.35%	$435.72 - $463.74 $9.15K - $9.74K	462 $214M
BRK-B	-4 - 0.32%	$459.11 - $506.91 $1.84K - $2.03K	1.27K $636M

Activity Summary All Purchases 45 New Holdings 14 Increased Positions 31 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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