Carter Financial Group
DBEF icon

Carter Financial Group’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Carter Financial Group’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 		$8.8M Buy
160,168
+279
+0.2% +$15.4K 4.48% 3
2026
Q2 		$8.73M Buy
159,889
+21,515
+16% +$1.13M 4.53% 3
2026
Q1 		$6.84M Buy
138,374
+3,624
+3% +$182K 4.23% 4
2025
Q4 		$6.48M Buy
134,750
+4,690
+4% +$225K 3.85% 6
2025
Q3 		$6.04M Sell
130,060
-4,096
-3% -$185K 3.65% 7
2025
Q2 		$5.87M Buy
+134,156
New +$5.82M 3.84% 6
2022
Q1 		$8.63M Buy
+228,735
New +$8.63M 11.56% 3

Other funds holding DBEF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Carter Financial Group's DBEF Position: Q3 2026 in Review

Carter Financial Group increased its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 0.17% in Q3 2026, buying an estimated $15.4K and bringing the position to 160,168 shares worth $8.8M. The position accounts for 4.48% of the portfolio, ranked #3.

Carter Financial Group first reported a position in DBEF in Q1 2022 and has held it in 7 quarters since. 280 funds tracked by Wall St. Rank hold DBEF as of Q3 2026.

  • Carter Financial Group held 160,168 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $8.8M as of Q3 2026.
  • Carter Financial Group bought 279 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2026, an estimated $15.4K.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 4.48% of Carter Financial Group's portfolio in Q3 2026, its #3 holding.
  • Carter Financial Group first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2022 and has held it in 7 quarters since.
  • 280 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.