JNBA Financial Advisors’s Dropbox DBX Stock Holding History

JNBA Financial Advisors’s Portfolio DBX Stock Details DBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-215	Closed	-$5.74K	–	661
2025 Q1	$5.74K	Hold	215	–	–	﹤0.01%	525
2024 Q4	$6.46K	Hold	215	–	–	﹤0.01%	508
2024 Q3	$5.47K	Hold	215	–	–	﹤0.01%	544
2024 Q2	$4.83K	Hold	215	–	–	﹤0.01%	526
2024 Q1	$5.22K	Hold	215	–	–	﹤0.01%	529
2023 Q4	$6.34K	Hold	215	–	–	﹤0.01%	513
2023 Q3	$5.86K	Hold	215	–	–	﹤0.01%	526
2023 Q2	$5.74K	Hold	215	–	–	﹤0.01%	520
2023 Q1	$4.65K	Hold	215	–	–	﹤0.01%	550
2022 Q4	$4.81K	Hold	215	–	–	﹤0.01%	523
2022 Q3	$4K	Hold	215	–	–	﹤0.01%	540
2022 Q2	$5K	Hold	215	–	–	﹤0.01%	559
2022 Q1	$5K	Hold	215	–	–	﹤0.01%	553
2021 Q4	$5K	Hold	215	–	–	﹤0.01%	604
2021 Q3	$6K	Hold	215	–	–	﹤0.01%	565
2021 Q2	$7K	Hold	215	–	–	﹤0.01%	517
2021 Q1	$6K	Hold	215	–	–	﹤0.01%	510
2020 Q4	$5K	Buy	+215	New	+$4.38K	﹤0.01%	492
2019 Q3	–	Sell	-100	Closed	-$3K	–	611
2019 Q2	$3K	Buy	+100	New	+$2.31K	﹤0.01%	552

Other funds holding DBX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return