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Fiduciary Planning’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Fiduciary Planning’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
Q1 		$6.43M Buy
130,130
+6,351
+5% +$318K 1.94% 14
2025
Q4 		$5.96M Buy
123,779
+3,704
+3% +$178K 1.81% 14
2025
Q3 		$5.57M Buy
120,075
+9,260
+8% +$418K 1.7% 16
2025
Q2 		$4.85M Sell
110,815
-1,515
-1% -$65.7K 1.6% 16
2025
Q1 		$4.86M Buy
112,330
+52,076
+86% +$2.27M 1.6% 14
2024
Q4 		$2.49M Buy
+60,254
New +$2.52M 0.81% 23

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fiduciary Planning's DBEF Position: Q1 2026 in Review

Fiduciary Planning increased its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 5.1% in Q1 2026, buying an estimated $318K and bringing the position to 130,130 shares worth $6.43M. The position accounts for 1.94% of the portfolio, ranked #14.

Fiduciary Planning first reported a position in DBEF in Q4 2024 and has held it in 6 quarters since. 438 funds tracked by Wall St. Rank hold DBEF as of Q1 2026.

  • Fiduciary Planning held 130,130 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $6.43M as of Q1 2026.
  • Fiduciary Planning bought 6,351 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2026, an estimated $318K.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 1.94% of Fiduciary Planning's portfolio in Q1 2026, its #14 holding.
  • Fiduciary Planning first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 438 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.