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Burkett Financial Services’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Burkett Financial Services’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 		$26.5M Sell
482,616
-7,420
-2% -$410K 8% 3
2026
Q2 		$26.8M Sell
490,036
-4,404
-0.9% -$231K 8.38% 3
2026
Q1 		$24.4M Sell
494,440
-5,463
-1% -$274K 8.37% 3
2025
Q4 		$24.1M Sell
499,903
-1,666
-0.3% -$79.9K 8.21% 4
2025
Q3 		$23.3M Buy
501,569
+3,831
+0.8% +$173K 8.02% 4
2025
Q2 		$21.8M Buy
497,738
+21,143
+4% +$917K 7.84% 4
2025
Q1 		$20.6M Buy
476,595
+1,767
+0.4% +$76.9K 8.41% 3
2024
Q4 		$19.7M Buy
474,828
+8,608
+2% +$360K 8.04% 3
2024
Q3 		$19.6M Sell
466,220
-972
-0.2% -$40K 8.1% 4
2024
Q2 		$19.4M Sell
467,192
-2,535
-0.5% -$104K 9.93% 3
2024
Q1 		$19.2M Sell
469,727
-9,339
-2% -$361K 9.91% 3
2023
Q4 		$17.7M Buy
+479,066
New +$17M 9.87% 3

Other funds holding DBEF

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 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
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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

Burkett Financial Services's DBEF Position: Q3 2026 in Review

Burkett Financial Services reduced its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 1.5% in Q3 2026, selling an estimated $410K and leaving 482,616 shares worth $26.5M. The position accounts for 8% of the portfolio, ranked #3.

Burkett Financial Services first reported a position in DBEF in Q4 2023 and has held it in 12 quarters since. The position peaked at $26.8M in Q2 2026. 18 funds tracked by Wall St. Rank hold DBEF as of Q3 2026.

  • Burkett Financial Services held 482,616 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $26.5M as of Q3 2026.
  • Burkett Financial Services sold 7,420 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2026, an estimated $410K.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 8% of Burkett Financial Services's portfolio in Q3 2026, its #3 holding.
  • Burkett Financial Services first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $26.8M in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.