SAM
DBEF icon

Synergy Asset Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-3,376
Closed -$142K – 229
2024
Q4 		$142K Buy
+3,376
New +$141K 0.01% 211

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Synergy Asset Management's DBEF Position: Q1 2025 in Review

Synergy Asset Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2025, closing a stake of 3,376 shares — an estimated $142K sold.

Synergy Asset Management first reported a position in DBEF in Q4 2024 and held it in 1 quarter. The position peaked at $142K in Q4 2024. 391 funds tracked by Wall St. Rank hold DBEF as of Q1 2025.

  • Synergy Asset Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 3,376 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2025, an estimated $142K.
  • Synergy Asset Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $142K in Q4 2024.
  • 391 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.