RE Dickinson Investment Advisors’s Delek US DK Stock Holding History

RE Dickinson Investment Advisors’s Portfolio DK Stock Details DK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$20K	Sell	110 -3,660	-97%	-$65.6K	﹤0.01%	216
2024 Q3	$70.7K	Buy	3,770 +3,662	+3,391%	+$77.5K	0.04%	77
2024 Q2	$2.67K	Buy	108 +1	+0.9%	+$28	﹤0.01%	198
2024 Q1	$3K	Buy	107 +1	+0.9%	+$27	﹤0.01%	194
2023 Q4	$3K	Buy	106 +1	+1%	+$26	﹤0.01%	200
2023 Q3	$3K	Sell	105 -24	-19%	-$648	﹤0.01%	221
2023 Q2	$3K	Buy	129 +2	+2%	+$45	﹤0.01%	314
2023 Q1	$3K	Buy	127 +1	+0.8%	+$25	﹤0.01%	340
2022 Q4	$3K	Buy	126 +1	+0.8%	+$30	﹤0.01%	315
2022 Q3	$3K	Buy	125 +1	+0.8%	+$26	﹤0.01%	196
2022 Q2	$3	Hold	124	–	–	﹤0.01%	225
2022 Q1	$3K	Hold	124	–	–	﹤0.01%	238
2021 Q4	$2K	Buy	+124	New	+$2.19K	﹤0.01%	259

Other funds holding DK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ion Asset Management Herzliya, Israel $818M AUM 24.97% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return