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Briaud Financial Planning’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Briaud Financial Planning’s Portfolio DTCR Stock Details DTCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-303
Closed -$5K – 358
2025
Q2 		$5K Buy
+303
New +$5.16K ﹤0.01% 288

Other funds holding DTCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Briaud Financial Planning's DTCR Position: Q3 2025 in Review

Briaud Financial Planning sold out of Global X Data Center & Digital Infrastructure ETF (DTCR) in Q3 2025, closing a stake of 303 shares — an estimated $5K sold.

Briaud Financial Planning first reported a position in DTCR in Q2 2025 and held it in 1 quarter. The position peaked at $5K in Q2 2025. 141 funds tracked by Wall St. Rank hold DTCR as of Q3 2025.

  • Briaud Financial Planning reported no remaining Global X Data Center & Digital Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 303 Global X Data Center & Digital Infrastructure ETF shares in Q3 2025, an estimated $5K.
  • Briaud Financial Planning first reported a position in Global X Data Center & Digital Infrastructure ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Global X Data Center & Digital Infrastructure ETF position peaked at $5K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.