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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
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
VOOVanguard Index Fds
Recent Activity
Decreased -1.33%
2.86%
$2.837M
5,265 shares@ $538.82 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
IVVIshares Tr
Recent Activity
2.19%
$2.171M
3,688 shares@ $588.69 avg price
IWMIshares Tr
Recent Activity
Decreased -2.51%
1.98%
$1.962M
8,881 shares@ $220.97 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.02%
1.9%
$1.884M
14,030 shares@ $134.29 avg price
DFLVDimensional Etf Trust
Recent Activity
Increased 5.86%
1.66%
$1.643M
54,717 shares@ $30.04 avg price