AWE
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Avidian Wealth Enterprises’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$2.97M Buy
54,126
+1,876
+4% +$104K 0.08% 157
2026
Q2 		$2.85M Buy
52,250
+11,437
+28% +$599K 0.08% 158
2026
Q1 		$2.02M Buy
40,813
+14,904
+58% +$747K 0.06% 191
2025
Q4 		$1.25M Sell
25,909
-520
-2% -$24.9K 0.05% 196
2025
Q3 		$1.23M Sell
26,429
-1,417
-5% -$64K 0.05% 191
2025
Q2 		$1.22M Sell
27,846
-874
-3% -$37.9K 0.05% 181
2025
Q1 		$1.24M Sell
28,720
-1,020
-3% -$44.4K 0.06% 170
2024
Q4 		$1.23M Buy
29,740
+156
+0.5% +$6.53K 0.06% 161
2024
Q3 		$1.24M Hold
29,584
– – 0.06% 158
2024
Q2 		$1.23M Buy
29,584
+21,465
+264% +$883K 0.05% 159
2024
Q1 		$332K Hold
8,119
– – 0.02% 340
2023
Q4 		$300K Buy
+8,119
New +$287K 0.02% 340
2022
Q1 		– Sell
-10,109
Closed -$397K – 507
2021
Q4 		$397K Hold
10,109
– – 0.02% 343
2021
Q3 		$382K Sell
10,109
-3,524
-26% -$134K 0.03% 260
2021
Q2 		$512K Hold
13,633
– – 0.04% 221
2021
Q1 		$495K Hold
13,633
– – 0.04% 216
2020
Q4 		$458K Buy
13,633
+1,775
+15% +$57.3K 0.04% 198
2020
Q3 		$363K Buy
+11,858
New +$365K 0.04% 192

Other funds holding DBEF

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Avidian Wealth Enterprises's DBEF Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 3.6% in Q3 2026, buying an estimated $104K and bringing the position to 54,126 shares worth $2.97M. The position accounts for 0.08% of the portfolio, ranked #157.

Avidian Wealth Enterprises first reported a position in DBEF in Q3 2020 and has held it in 18 quarters since. 18 funds tracked by Wall St. Rank hold DBEF as of Q3 2026.

  • Avidian Wealth Enterprises held 54,126 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $2.97M as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,876 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2026, an estimated $104K.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 0.08% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #157 holding.
  • Avidian Wealth Enterprises first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2020 and has held it in 18 quarters since.
  • 18 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.