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Ben Peters

Burton Enright Welch

Assets Managed
$851.519M
Holdings
136
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
15.77%(2Q avg: 9.65%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Burton Enright Welch's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 136 positions.

Assets under management

The assets under management (AUM) of Burton Enright Welch over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 851.519M in assets, with a quarterly growth rate of 15.77% and a 2-quarter average growth rate of 9.65%. The portfolio is managed by Ben Peters, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 6.22%
20.72%
$176.403M
3.977M shares@ $44.37 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 4.19%
7.45%
$63.377M
507,991 shares@ $124.77 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -0.52%
6.71%
$57.136M
554,449 shares@ $103.05 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 15.01%
6.69%
$56.888M
1.175M shares@ $48.43 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 7.33%
5.86%
$49.866M
1.195M shares@ $41.74 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 8.45%
5.42%
$46.146M
1.238M shares@ $37.27 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 4.03%
5.13%
$43.614M
1.073M shares@ $40.65 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 0.02%
4%
$34.014M
265,570 shares@ $128.08 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 26.6%
3.37%
$28.618M
370,543 shares@ $77.24 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 15.19%
2.5%
$21.231M
422,683 shares@ $50.23 avg price

1-10 of 136