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LRI Investments’s Xtrackers MSCI All World ex US Hedged Equity ETF DBAW Stock Holding History

LRI Investments’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
Q2 		$14.5K Hold
300
– – ﹤0.01% 856
2026
Q1 		$12.8K Hold
300
– – ﹤0.01% 813
2025
Q4 		$12.4K Buy
+300
New +$12.3K ﹤0.01% 812

Other funds holding DBAW

AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LRI Investments's DBAW Position: Q2 2026 in Review

LRI Investments held its Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW) position steady in Q2 2026 at 300 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

LRI Investments first reported a position in DBAW in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold DBAW as of Q2 2026.

  • LRI Investments held 300 shares of Xtrackers MSCI All World ex US Hedged Equity ETF worth $14.5K as of Q2 2026.
  • LRI Investments left its Xtrackers MSCI All World ex US Hedged Equity ETF share count unchanged in Q2 2026.
  • Xtrackers MSCI All World ex US Hedged Equity ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #856 holding.
  • LRI Investments first reported a position in Xtrackers MSCI All World ex US Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Xtrackers MSCI All World ex US Hedged Equity ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.