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

Holistic 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 		$361K Buy
7,315
+988
+16% +$49.5K 0.07% 215
2025
Q4 		$304K Buy
6,327
+1,830
+41% +$87.8K 0.06% 217
2025
Q3 		$209K Buy
+4,497
New +$203K 0.05% 223

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

Holistic Planning's DBEF Position: Q1 2026 in Review

Holistic Planning increased its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 16% in Q1 2026, buying an estimated $49.5K and bringing the position to 7,315 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #215.

Holistic Planning first reported a position in DBEF in Q3 2025 and has held it in 3 quarters since. 437 funds tracked by Wall St. Rank hold DBEF as of Q1 2026.

  • Holistic Planning held 7,315 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $361K as of Q1 2026.
  • Holistic Planning bought 988 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2026, an estimated $49.5K.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 0.07% of Holistic Planning's portfolio in Q1 2026, its #215 holding.
  • Holistic Planning first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 437 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.