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Asset Planning Inc’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Asset Planning Inc’s Portfolio DBEF Stock Details DBEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.53K Hold
193
– – 0.01% 233
2025
Q4 		$9.29K Hold
193
– – 0.01% 233
2025
Q3 		$8.96K Hold
193
– – 0.01% 238
2025
Q2 		$8.44K Buy
+193
New +$8.37K 0.01% 240

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Asset Planning Inc's DBEF Position: Q1 2026 in Review

Asset Planning Inc held its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) position steady in Q1 2026 at 193 shares worth $9.53K. The position accounts for 0.01% of the portfolio, ranked #233.

Asset Planning Inc first reported a position in DBEF in Q2 2025 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold DBEF as of Q1 2026.

  • Asset Planning Inc held 193 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $9.53K as of Q1 2026.
  • Asset Planning Inc left its Xtrackers MSCI EAFE Hedged Equity ETF share count unchanged in Q1 2026.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 0.01% of Asset Planning Inc's portfolio in Q1 2026, its #233 holding.
  • Asset Planning Inc first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 437 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.