Clearstead Advisors’s Xtrackers Bloomberg Developed Markets ex US Equity ETF DMXU Stock Holding History

Clearstead Advisors’s Portfolio DMXU Stock Details DMXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,581	Closed	-$49.8K	–	2041
2024 Q1	$49.8K	Hold	1,581	–	–	﹤0.01%	759
2023 Q4	$46.7K	Hold	1,581	–	–	﹤0.01%	752
2023 Q3	$42.4K	Hold	1,581	–	–	﹤0.01%	743
2023 Q2	$45K	Hold	1,581	–	–	﹤0.01%	748
2023 Q1	$44.2K	Hold	1,581	–	–	﹤0.01%	689
2022 Q4	$40.3K	Hold	1,581	–	–	﹤0.01%	659
2022 Q3	$34K	Hold	1,581	–	–	﹤0.01%	682
2022 Q2	$39K	Hold	1,581	–	–	﹤0.01%	664
2022 Q1	$46K	Buy	1,581 +319	+25%	+$9.44K	﹤0.01%	697
2021 Q4	$40K	Buy	+1,262	New	+$39.6K	﹤0.01%	693

Other funds holding DMXU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AWM

Aries Wealth Management Portland, Maine $509M AUM 25.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Clearstead Advisors's DMXU Position: Q2 2024 in Review

Clearstead Advisors sold out of Xtrackers Bloomberg Developed Markets ex US Equity ETF (DMXU) in Q2 2024, closing a stake of 1,581 shares — an estimated $49.8K sold.

Clearstead Advisors first reported a position in DMXU in Q4 2021 and held it in 10 quarters. The position peaked at $49.8K in Q1 2024. 20 funds tracked by Wall St. Rank hold DMXU as of Q2 2024.

Clearstead Advisors reported no remaining Xtrackers Bloomberg Developed Markets ex US Equity ETF position as of Q2 2024 after selling out during the quarter.
Clearstead Advisors sold 1,581 Xtrackers Bloomberg Developed Markets ex US Equity ETF shares in Q2 2024, an estimated $49.8K.
Clearstead Advisors first reported a position in Xtrackers Bloomberg Developed Markets ex US Equity ETF in Q4 2021 and held it in 10 quarters.
Clearstead Advisors's Xtrackers Bloomberg Developed Markets ex US Equity ETF position peaked at $49.8K in Q1 2024.
20 funds tracked by Wall St. Rank held Xtrackers Bloomberg Developed Markets ex US Equity ETF as of Q2 2024.

Based on Clearstead Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.