DFC
DBK Financial Counsel Portfolio holdings
AUM
$119M
1-Year Est. Return
12.47%
1 Year Est. Return
+12.47%
AUM
$119M
AUM Growth
+$8.32M
(+7.5%)
Holding
59
Top Buys
| 1 | +$1.05M | |
| 2 | +$515K | |
| 3 | +$495K | |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$483K |
| 5 |
iShares Gold Trust
IAU
|
+$443K |
Top Sells
| 1 | +$1.42M | |
| 2 | +$1.24M | |
| 3 | +$933K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$177K |
| 5 |
Dimensional US Real Estate ETF
DFAR
|
+$107K |
Sector Composition
| 1 | Technology | 4.73% |
| 2 | Communication Services | 0.82% |
| 3 | Consumer Discretionary | 0.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional International Core Equity 2 ETF
DFIC
$10.6B
| $292K | 0.25% |
+8,892
|
|
||
52
Avantis International Small Cap Value ETF
AVDV
$12.4B
| $284K | 0.24% |
3,195
|
|
||
53
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
| $242K | 0.2% |
7,249
-991
|
|
||
54
Alphabet (Google) Class A
GOOGL
$3.4T
| $235K | 0.2% |
+965
|
|
||
55
Arista Networks
ANET
$198B
| $233K | 0.2% |
+1,600
|
|
||
56
Dimensional International Value ETF
DFIV
$13.8B
| $233K | 0.2% |
5,045
|
|
||
57
Avantis US Small Cap Equity ETF
AVSC
$1.91B
| $213K | 0.18% |
+3,724
|
|
||
58
Cisco
CSCO
$288B
| $211K | 0.18% |
3,079
+18
|
|
||
59
Tesla
TSLA
$1.52T
| $200K | 0.17% |
+450
|
|