We are live on ! Find out more
DFC

DBK Financial Counsel Portfolio holdings

AUM $132M
1-Year Est. Return 18.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$501K
3
+$474K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$465K
5
IAU icon
iShares Gold Trust
IAU
+$397K

Top Sells

1
+$1.41M
2
+$1.23M
3
+$931K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$172K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$106K

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
$292K 0.25%
+8,892
52
$284K 0.24%
3,195
53
$242K 0.2%
7,249
-991
54
$235K 0.2%
+965
55
$233K 0.2%
+1,600
56
$233K 0.2%
5,045
57
$213K 0.18%
+3,724
58
$211K 0.18%
3,079
+18
59
$200K 0.17%
+450
1 2
3