Jones Financial Companies
DBAW icon

Jones Financial Companies’s Xtrackers MSCI All World ex US Hedged Equity ETF DBAW Stock Holding History

Jones Financial Companies’s Portfolio DBAW Stock Details DBAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.26M Buy
30,414
+5,561
+22% +$241K ﹤0.01% 1620
2025
Q4 		$1.02M Buy
24,853
+4,713
+23% +$192K ﹤0.01% 1222
2025
Q3 		$789K Buy
20,140
+5,889
+41% +$224K ﹤0.01% 1216
2025
Q2 		$522K Buy
14,251
+833
+6% +$29.5K ﹤0.01% 1261
2025
Q1 		$477K Buy
13,418
+9,946
+286% +$353K ﹤0.01% 1148
2024
Q4 		$118K Buy
3,472
+465
+15% +$16.1K ﹤0.01% 1565
2024
Q3 		$105K Buy
3,007
+2,367
+370% +$79.4K ﹤0.01% 1381
2024
Q2 		$21.4K Buy
+640
New +$21.2K ﹤0.01% 1518

Other funds holding DBAW

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return