Dbk Financial Counsel, LLC Purchases and Sells in Q1 2024

Dbk Financial Counsel, LLC

$93.7 Million
Q1 2024

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	12.9K + 9.91%	$91.4 - $91.8 $1.18M - $1.19M	143K $13.2M
VTI	2.3K + 15.05%	$232.77 - $260.14 $536K - $599K	17.6K $4.57M
DFAI	19.2K + 34.38%	$27.74 - $30.27 $533K - $582K	75.2K $2.27M
DFAS	5.82K + 15.0%	$56.66 - $62.34 $330K - $363K	44.6K $2.78M
VEA	399 + 0.24%	$46.21 - $50.27 $18.4K - $20.1K	168K $8.45M
DFAR	17.7K + 129.41%	$21.28 - $22.96 $377K - $407K	31.4K $702K

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BILS	11.7K New	$99.05 - $99.53 $1.16M - $1.16M	11.7K $1.16M
AVUS	7.31K New	$79.93 - $89.5 $584K - $654K	7.31K $654K
DISV	13.7K New	$24.73 - $27.24 $339K - $373K	13.7K $372K
AVDV	3.2K New	$59.95 - $65.89 $192K - $211K	3.2K $210K
EA SERIES TRUST	15.2K New	N/A	15.2K $0

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHO	-29.1K - 26.89%	$48.05 - $48.63 $1.4M - $1.42M	79.2K $3.82M
VNQ	-1.75K - 9.39%	$82.58 - $89.12 $144K - $156K	16.9K $1.46M
IWR	-2K - 24.68%	$75.37 - $84.09 $151K - $168K	6.11K $513K
BSV	-1.11K - 1.54%	$76.34 - $77.25 $85K - $86K	71.4K $5.47M
IVV	-625 - 12.5%	$469.56 - $525.73 $293K - $329K	4.37K $2.3M
IJR	-1.26K - 4.04%	$102.35 - $110.52 $128K - $139K	29.8K $3.29M

Activity Summary All Purchases 23 New Holdings 5 Increased Positions 18 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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