test

Dori Riddle

@Dbk Financial Counsel, Llc

Latest period2024 - Q4ReportedManaged Assets$99.258MTotal holdings51
Assets growth rate0.3%Assets growth rate (2-Q avg)4.07%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Dbk Financial Counsel, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 51 positions.

Assets under management

The assets under management (AUM) of Dbk Financial Counsel, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 99.258M in assets, with a quarterly growth rate of 0.3% and a 2-quarter average growth rate of 4.07%. The portfolio is managed by Dori Riddle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BILSpdr Ser Tr
Recent Activity
Increased 6.94%
13.29%
$13.184M
144,196 shares@ $91.44 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 0.27%
7.97%
$7.901M
165,224 shares@ $47.82 avg price
DFASDimensional Etf Trust
Recent Activity
Increased 3.7%
3.52%
$3.489M
53,613 shares@ $65.08 avg price
IJRIshares Tr
Recent Activity
Increased 0.06%
3.37%
$3.336M
28,955 shares@ $115.22 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 100.53%
3.33%
$3.299M
137,128 shares@ $24.06 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 6.21%
3.07%
$3.038M
104,038 shares@ $29.21 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Increased 13.15%
2.98%
$2.954M
44,073 shares@ $67.04 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 0.01%
2.86%
$2.83M
29,322 shares@ $96.54 avg price
DFUSDimensional Etf Trust
Recent Activity
Increased 5.65%
2.84%
$2.81M
44,082 shares@ $63.76 avg price
AVREAmerican Centy Etf Tr
Recent Activity
Increased 0.81%
2.25%
$2.231M
53,219 shares@ $41.92 avg price