Sowell Financial Services’s Dauch Corp DCH Stock Holding History

Sowell Financial Services’s Portfolio DCH Stock Details DCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-90,175	Closed	-$367K	–	1044
2025 Q1	$367K	Buy	+90,175	New	+$463K	0.02%	680
2024 Q3	–	Sell	-51,082	Closed	-$357K	–	533
2024 Q2	$357K	Sell	51,082 -4,598	-8%	-$33.9K	0.02%	475
2024 Q1	$410K	Buy	+55,680	New	+$420K	0.02%	478
2023 Q3	–	Sell	-42,000	Closed	-$347K	–	510
2023 Q2	$347K	Buy	+42,000	New	+$311K	0.02%	497
2022 Q2	–	Sell	-41,346	Closed	-$273K	–	283
2022 Q1	$273K	Buy	+41,346	New	+$353K	0.05%	160
2021 Q1	–	Sell	-19,034	Closed	-$159K	–	3103
2020 Q4	$159K	Buy	+19,034	New	+$143K	0.01%	946
2020 Q3	–	Sell	-300	Closed	-$2K	–	2520
2020 Q2	$2K	Hold	300	–	–	﹤0.01%	2122
2020 Q1	$1K	Hold	300	–	–	﹤0.01%	2187
2019 Q4	$3K	Hold	300	–	–	﹤0.01%	2038
2019 Q3	$2K	Buy	+300	New	+$2.73K	﹤0.01%	2037

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Dimensional Fund Advisors

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $6.95B AUM 15.85% 1-Year Est. Return

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return