DAS
HDEF icon

Dynamic Advisor Solutions’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Dynamic Advisor Solutions’s Portfolio HDEF Stock Details HDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.41M Buy
74,970
+5,175
+7% +$169K 0.07% 288
2026
Q1 		$2.26M Buy
69,795
+2,724
+4% +$87.9K 0.07% 283
2025
Q4 		$2.08M Sell
67,071
-11,522
-15% -$347K 0.07% 287
2025
Q3 		$2.31M Buy
78,593
+4,873
+7% +$143K 0.07% 290
2025
Q2 		$2.13M Sell
73,720
-2,920
-4% -$81.8K 0.07% 296
2025
Q1 		$2.08M Sell
76,640
-748
-1% -$19.5K 0.07% 278
2024
Q4 		$1.88M Buy
77,388
+4,330
+6% +$110K 0.08% 215
2024
Q3 		$1.96M Buy
73,058
+4,864
+7% +$125K 0.06% 300
2024
Q2 		$1.66M Buy
68,194
+8,130
+14% +$203K 0.05% 333
2024
Q1 		$1.48M Buy
60,064
+3,320
+6% +$80.3K 0.05% 357
2023
Q4 		$1.4M Buy
56,744
+21,959
+63% +$506K 0.05% 345
2023
Q3 		$786K Buy
34,785
+4,956
+17% +$114K 0.04% 407
2023
Q2 		$687K Buy
29,829
+3,431
+13% +$80.7K 0.04% 426
2023
Q1 		$615K Buy
26,398
+15,569
+144% +$355K 0.04% 425
2022
Q4 		$236K Buy
+10,829
New +$222K 0.02% 617

Other funds holding HDEF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return