TLA
Tanglewood Legacy Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
42,810
+1,268
| +3% | +$55.5K | 0.77% | 20 |
|
|
2025
Q1 | $1.8M | Buy |
41,542
+834
| +2% | +$36.1K | 0.79% | 21 |
|
|
2024
Q4 | $1.69M | Buy |
40,708
+647
| +2% | +$26.8K | 0.72% | 23 |
|
|
2024
Q3 | $1.68M | Hold |
40,061
| – | – | 0.75% | 23 |
|
|
2024
Q2 | $1.66M | Buy |
40,061
+124
| +0.3% | +$5.14K | 0.78% | 21 |
|
|
2024
Q1 | $1.63M | Sell |
39,937
-450
| -1% | -$18.4K | 0.81% | 21 |
|
|
2023
Q4 | $1.49M | Buy |
40,387
+5,586
| +16% | +$207K | 0.82% | 19 |
|
|
2023
Q3 | $1.21M | Sell |
34,801
-1,550
| -4% | -$54.1K | 0.73% | 23 |
|
|
2023
Q2 | $1.29M | Buy |
36,351
+5,762
| +19% | +$204K | 0.74% | 22 |
|
|
2023
Q1 | $1.08M | Sell |
30,589
-1,450
| -5% | -$51K | 0.69% | 24 |
|
|
2022
Q4 | $1.03M | Buy |
+32,039
| New | +$1.03M | 0.73% | 23 |
|