Burk Holdings LLC Purchases in Q3 2025

Burk Holdings LLC

  • $187 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JHPI
John Hancock ETF Preferred Inc

ETFs
123K
New
$22.54 - $23.42 $2.77M - $2.88M
123K $2.85B
DFIC
Dimensional ETF Tr Dimensional

ETFs
25.8K
+ 4.59%
$30.76 - $33.01 $793K - $851K
587K $19.3B
DUHP
Dimensional ETF Tr Dimensional

ETFs
21.4K
+ 6.62%
$35.76 - $37.93 $767K - $813K
345K $13B
AVUV
American Centy ETF Tr Avantis

ETFs
6.42K
+ 7.28%
$90.37 - $102.12 $580K - $655K
94.5K $9.41B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
18.9K
New
$67.48 - $71.55 $1.28M - $1.36M
18.9K $1.34B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.92K
New
$546.99 - $602.2 $1.05M - $1.16M
1.92K $1.16B
Dimensional ETF Trust
17.2K
+ 5.58%
N/A
326K $10.7B
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.84K
+ 3.73%
$63.41 - $69.69 $370K - $407K
162K $11.1B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
24.7K
+ 16.8%
$41.8 - $43.15 $1.03M - $1.06M
171K $7.33B
VIG
Vanguard Dividend Appreciation

ETFs
5.05K
New
N/A
5.05K $1.09B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
10.8K
New
$82.42 - $87.03 $890K - $940K
10.8K $940M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
8.03K
+ 3.94%
$41.91 - $44.87 $337K - $360K
212K $9.46B
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.76K
+ 4.2%
$67.01 - $72.84 $252K - $274K
93.4K $6.76B
DFSD
Dimensional ETF Tr Short Durat

ETFs
12.7K
+ 12.08%
$47.86 - $48.43 $610K - $617K
118K $5.69B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
995
New
$567.77 - $614.76 $565K - $612K
995 $609M
AVLV
American Centy ETF Tr Avantis
4.38K
+ 7.44%
$68.33 - $72.69 $299K - $318K
63.2K $4.57B
FNDX
Schwab Fundamental U S Large C

ETFs
18.6K
New
$24.38 - $26.34 $453K - $489K
18.6K $489M
VTWO
Vanguard Russell 2000 ETF

ETFs
4.9K
New
$86.92 - $99.32 $426K - $487K
4.9K $479M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.44K
New
$181.56 - $190.33 $443K - $464K
2.44K $463M
DISV
Dimensional ETF Tr Dimensional

ETFs
4.11K
+ 3.85%
$32.78 - $35.79 $135K - $147K
111K $3.96B
DFAT
Dimensional ETF Tr U S Target

ETFs
2.13K
+ 2.92%
$53.36 - $59.69 $114K - $127K
75.3K $4.38B
Dimensional ETF Trust
12.3K
+ 6.55%
N/A
201K $5.49B
DFIV
Dimensional ETF Tr

ETFs
2.02K
+ 2.18%
$42.66 - $46.53 $86.1K - $93.9K
94.7K $4.37B
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.1K
+ 0.73%
$29.2 - $32.74 $32K - $35.9K
152K $4.83B
DFAR
Dimensional ETF Tr Dimensional

ETFs
14.8K
+ 15.78%
$22.9 - $24.1 $339K - $357K
109K $2.59B
DFAE
Dimensional ETF Tr

ETFs
4.21K
+ 5.27%
$28.84 - $31.84 $121K - $134K
84K $2.65B
VTI
Vanguard Total Stock Market Et

ETFs
932
+ 75.47%
$303.93 - $329.86 $283K - $307K
2.17K $711M
SCHO
Schwab Short Term Us Treasury

ETFs
13.6K
+ 35.55%
$24.23 - $24.42 $330K - $332K
51.9K $1.27B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.73K
New
$72.01 - $74.44 $269K - $278K
3.73K $274M
MLPA
Global X Mlp ETF

ETFs
6.24K
+ 24.5%
$48.25 - $51.56 $301K - $322K
31.7K $1.53B
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
3.77K
New
$63.74 - $68.36 $240K - $258K
3.77K $256M
UNH
Unitedhealth Group Inc

Healthcare
666
New
$237.77 - $353.61 $158K - $236K
666 $230M
VEA
Vanguard Ftse Developed Market

ETFs
3.66K
New
$56.02 - $60.3 $205K - $221K
3.66K $219M
AVUS
American Centy ETF Tr Avantis

ETFs
55
+ 0.21%
$101.2 - $109.16 $5.57K - $6K
25.7K $2.79B
VB
Vanguard Small Cap ETF

ETFs
806
New
$237.58 - $259.17 $191K - $209K
806 $205M
CSCO
Cisco Systems, Inc.

Technology
2.06K
+ 37.16%
$66.2 - $71.79 $136K - $148K
7.59K $520M
AMD
Advanced Micro Devices Inc

Technology
7
+ 0.11%
$134.8 - $184.42 $944 - $1.29K
6.38K $1.03B
BNDX
Vanguard Total International B

ETFs
2.34K
+ 5.17%
$49.0 - $49.51 $115K - $116K
47.5K $2.35B
VNQ
Vanguard Specialized Funds Van

ETFs
679
+ 19.82%
$88.47 - $93.24 $60.1K - $63.3K
4.1K $375M
META
Meta Platforms, Inc.

Communication Services
73
+ 9.06%
$695.21 - $791.73 $50.8K - $57.8K
879 $646M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
246
+ 2.23%
$36.04 - $38.78 $8.87K - $9.54K
11.3K $434M
AVRE
American Centy ETF Tr Avantis
418
+ 0.67%
$43.53 - $45.34 $18.2K - $19K
62.7K $2.79B
DFAX
Dimensional ETF Tr
9
+ 0.07%
$29.25 - $31.56 $263 - $284
12.7K $399M
XOM
Exxon Mobil Corp

Energy
50
+ 1.26%
$105.83 - $117.22 $5.29K - $5.86K
4.01K $452M
Activity Summary
Buys All Purchases 45 New Holdings 14 Increased Positions 31 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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