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  Name: DBK Financial Counsel LLC
  City: CUYAHOGA FALLS
  State: OH
  Zip: 44223
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $95,349,000
  Total Value Change : $8,244,000
  Securities Held Change : 4
   
All Securities Held : 49
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 18
  Unchanged Positions : 9
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BILS)1 Year Chart         BILS Spdr Bloomberg Barclays 312... 23 New $0.00 $1,163,000 11,695 1.22% 1,163,000 11,695 0.01    N/A
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 32 New $0.00 $654,000 7,310 0.69% 654,000 7,310 0.008    N/A
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 42 New $0.00 $373,000 13,710 0.39% 373,000 13,710 0.015    N/A
   (BSVO)1 Year Chart         BSVO Ea Bridgeway Omni Small Cap... 43 New $0.00 $323,000 15,175 0.34% 323,000 15,175 0.031    N/A
   (AVDV)1 Year Chart         AVDV Avantis International Small... 49 New $0.00 $210,000 3,195 0.22% 210,000 3,195 0.002    N/A

      5 Records Found
  1    
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