Perigon Wealth Management
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Perigon Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Perigon Wealth Management’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
Q3 		$770K Sell
14,019
-376
-3% -$20.8K 0.01% 694
2026
Q2 		$786K Sell
14,395
-557
-4% -$29.2K 0.01% 685
2026
Q1 		$739K Sell
14,952
-399
-3% -$20K 0.01% 629
2025
Q4 		$739K Sell
15,351
-2,066
-12% -$99.1K 0.01% 639
2025
Q3 		$809K Buy
17,417
+73
+0.4% +$3.3K 0.02% 580
2025
Q2 		$759K Sell
17,344
-1,007
-5% -$43.7K 0.02% 556
2025
Q1 		$795K Buy
18,351
+3,896
+27% +$170K 0.02% 504
2024
Q4 		$608K Sell
14,455
-1,043
-7% -$43.6K 0.01% 580
2024
Q3 		$651K Sell
15,498
-598
-4% -$24.6K 0.02% 543
2024
Q2 		$667K Buy
16,096
+2,178
+16% +$89.6K 0.02% 464
2024
Q1 		$570K Buy
13,918
+1,512
+12% +$58.5K 0.02% 501
2023
Q4 		$459K Buy
12,406
+2,449
+25% +$86.7K 0.02% 523
2023
Q3 		$347K Buy
9,957
+1,291
+15% +$45.3K 0.01% 543
2023
Q2 		$306K Buy
+8,666
New +$312K 0.01% 602
2021
Q1 		– Sell
-1,831
Closed -$62K – 610
2020
Q4 		$62K Buy
+1,831
New +$59.1K 0.01% 676

Other funds holding DBEF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Burkett Financial Services
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Perigon Wealth Management's DBEF Position: Q3 2026 in Review

Perigon Wealth Management reduced its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 2.6% in Q3 2026, selling an estimated $20.8K and leaving 14,019 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #694.

Perigon Wealth Management first reported a position in DBEF in Q4 2020 and has held it in 15 quarters since. The position peaked at $809K in Q3 2025. 130 funds tracked by Wall St. Rank hold DBEF as of Q3 2026.

  • Perigon Wealth Management held 14,019 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $770K as of Q3 2026.
  • Perigon Wealth Management sold 376 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2026, an estimated $20.8K.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #694 holding.
  • Perigon Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2020 and has held it in 15 quarters since.
  • Perigon Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $809K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.