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

Smallwood Wealth Investment 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
Q2 		$11.1M Buy
+202,503
New +$10.6M 4.83% 4

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WAP
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WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Cambridge Investment Research Advisors
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BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Smallwood Wealth Investment Management's DBEF Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2026: 202,503 shares worth $11.1M. The stake represents 4.83% of the portfolio and ranks #4 among its holdings.

140 funds tracked by Wall St. Rank hold DBEF as of Q2 2026.

  • Smallwood Wealth Investment Management held 202,503 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $11.1M as of Q2 2026.
  • Xtrackers MSCI EAFE Hedged Equity ETF was a new Smallwood Wealth Investment Management position in Q2 2026.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 4.83% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #4 holding.
  • 140 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.