DFC

DBK Financial Counsel Portfolio holdings

AUM $119M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.8M
AUM Growth
+$508K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$1.35M
3 +$856K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$677K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$207K

Top Sells

1 +$9.8M
2 +$372K
3 +$211K
4
AMZN icon
Amazon
AMZN
+$206K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$194K

Sector Composition

1 Technology 3.42%
2 Healthcare 0.08%
3 Communication Services 0%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-940
52
-1,115