Dori Riddle

@Dbk Financial Counsel, Llc

Latest period2024 - Q4

Reported6d ago

Managed Assets$99.258M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DFARDimensional Etf Trust Recent Activity Decreased -0.33%	0.71%	$702,265 30,179 shares@ $23.27 avg price	Decreased -0.33%
BIVVanguard Bd Index Fds Recent Activity Decreased -9.68%	0.58%	$572,845 7,666 shares@ $74.73 avg price	Decreased -9.68%
DFISDimensional Etf Trust Recent Activity Decreased -1.02%	0.36%	$352,561 14,358 shares@ $24.56 avg price	Decreased -1.02%