0QO2 Institutional Ownership, Buyers

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in Burkhalter Holding AG include WSML - iShares MSCI World Small-Cap ETF .

This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.

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File Date	Source	Investor	Shares	Δ Shares (%)	Reported Value ($1000)	Δ Value (%)
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2,319	16.59	345	60.00
2025-06-26	NP	IEUS - iShares MSCI Europe Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	512	6.22	76	46.15
2025-06-26	NP	FTIHX - Fidelity Total International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	4,340	9.90	645	50.82
2025-06-26	NP	IEFA - iShares Core MSCI EAFE ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	42,957	1.02	6,390	38.97
2025-06-26	NP	DFIS - Dimensional International Small Cap ETF	1,764	336.63	263	511.63
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2,829	7.00	421	47.37
2025-08-28	NP	QCSTRX - Stock Account Class R1	26,131	49.18	4,288	106.55
2025-06-27	NP	DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,179	16.62	175	60.55
2025-06-26	NP	DFIC - Dimensional International Core Equity 2 ETF	2,790	35.57	416	86.55
2025-07-28	NP	AVDEX - Avantis International Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	379	81.34	59	152.17
2025-07-28	NP	AVDS - Avantis International Small Cap Equity ETF	333	113.46	52	200.00
2025-06-26	NP	SCZ - iShares MSCI EAFE Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	23,519	3.10	3,499	41.85
2025-06-26	NP	DXIV - Dimensional International Vector Equity ETF	95	5.56	14	55.56
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2,537	5.75	377	45.56
2025-07-28	NP	AVDV - Avantis International Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	8,253	128.87	1,283	216.54
2025-08-28	NP	SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2,105	33.40	344	83.96
2025-07-25	NP	WSML - iShares MSCI World Small-Cap ETF	546		85
2025-07-28	NP	AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2,309	140.02	359	231.48

GB:BRKNZ
CH:BRKN	CHF136.00
DE:BKMA

GB:0QO2 / Burkhalter Holding AG - Institutional Ownership - Buyers

Institutional and Fund Ownership - Buyers

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