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Vertex Planning Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Vertex Planning Partners’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
Q4 		– Sell
-7,028
Closed -$326K – 137
2025
Q3 		$326K Sell
7,028
-169
-2% -$7.63K 0.06% 151
2025
Q2 		$315K Buy
7,197
+398
+6% +$17.3K 0.07% 147
2025
Q1 		$294K Buy
+6,799
New +$296K 0.06% 143

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Vertex Planning Partners's DBEF Position: Q4 2025 in Review

Vertex Planning Partners sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2025, closing a stake of 7,028 shares — an estimated $326K sold.

Vertex Planning Partners first reported a position in DBEF in Q1 2025 and held it in 3 quarters. The position peaked at $326K in Q3 2025. 425 funds tracked by Wall St. Rank hold DBEF as of Q4 2025.

  • Vertex Planning Partners reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 7,028 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2025, an estimated $326K.
  • Vertex Planning Partners first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2025 and held it in 3 quarters.
  • Vertex Planning Partners's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $326K in Q3 2025.
  • 425 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.