Buckingham Strategic Wealth’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$346K	Hold	8,347	–	–	﹤0.01%	563
2024 Q1	$342K	Hold	8,347	–	–	﹤0.01%	553
2023 Q4	$309K	Sell	8,347 -618	-7%	-$21.9K	﹤0.01%	566
2023 Q3	$313K	Buy	8,965 +549	+7%	+$19.3K	﹤0.01%	518
2023 Q2	$298K	Sell	8,416 -217	-3%	-$7.81K	﹤0.01%	536
2023 Q1	$278K	Hold	8,633	–	–	0.01%	496
2022 Q4	$278K	Hold	8,633	–	–	0.01%	498
2022 Q3	$289K	Hold	8,633	–	–	0.01%	476
2022 Q2	$301K	Sell	8,633 -236	-3%	-$8.67K	0.01%	465
2022 Q1	$334K	Hold	8,869	–	–	0.01%	445
2021 Q4	$348K	Buy	8,869 +236	+3%	+$9.16K	0.01%	443
2021 Q3	$326K	Hold	8,633	–	–	0.01%	448
2021 Q2	$324K	Buy	+8,633	New	+$323K	0.01%	449
2020 Q1	–	Sell	-17,454	Closed	-$590K	–	474
2019 Q4	$590K	Sell	17,454 -2,890	-14%	-$95.9K	0.06%	216
2019 Q3	$658K	Buy	20,344 +330	+2%	+$10.4K	0.07%	194
2019 Q2	$633K	Sell	20,014 -7,253	-27%	-$230K	0.07%	208
2019 Q1	$851K	Buy	+27,267	New	+$820K	0.11%	154

Other funds holding DBEF

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Buckingham Strategic Wealth's DBEF Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) position steady in Q2 2024 at 8,347 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Buckingham Strategic Wealth first reported a position in DBEF in Q1 2019 and has held it in 17 quarters since. The position peaked at $851K in Q1 2019. 328 funds tracked by Wall St. Rank hold DBEF as of Q2 2024.

Buckingham Strategic Wealth held 8,347 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $346K as of Q2 2024.
Buckingham Strategic Wealth left its Xtrackers MSCI EAFE Hedged Equity ETF share count unchanged in Q2 2024.
Xtrackers MSCI EAFE Hedged Equity ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #563 holding.
Buckingham Strategic Wealth first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2019 and has held it in 17 quarters since.
Buckingham Strategic Wealth's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $851K in Q1 2019.
328 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.