Purchases and Sales Made in Q4 2023 in Xtrackers Msci Eafe Hedged Equ (DBEF)
This table provides information about the institutional ownership of Xtrackers Msci Eafe Hedged Equ (DBEF) during Q4 2023. The information is specifically focused on institutions that hold shares of XTRACKERS MSCI EAFE HEDGED EQU.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16.5K+ 74.26% |
$552K - $610K
|
38.7K
$1.62M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.3K+ 288.38% |
$513K - $566K
|
20.6K
$863K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14.9KNew |
$497K - $549K
|
14.9K
$621K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.4K+ 7.54% |
$483K - $534K
|
206K
$8.61M
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
13.3KNew |
$446K - $492K
|
13.3K
$557K
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$439K - $485K
|
13.1K
$548K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.9K+ 11.88% |
$399K - $441K
|
112K
$4.69M
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.9KNew |
$397K - $439K
|
11.9K
$496K
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
11.8KNew |
$396K - $437K
|
11.8K
$494K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.7KNew |
$390K - $431K
|
11.7K
$487K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.5K+ 17.23% |
$385K - $425K
|
78.3K
$3.27M
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11.5KNew |
$385K - $425K
|
11.5K
$480K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
11.1K+ 11.65% |
$370K - $409K
|
106K
$4.43M
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
9.24KNew |
$309K - $342K
|
9.24K
$386K
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
9.07KNew |
$303K - $335K
|
9.07K
$379K
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.78KNew |
$294K - $325K
|
8.78K
$367K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
8.74K+ 51.06% |
$292K - $323K
|
25.8K
$1.08M
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
8.7KNew |
$291K - $322K
|
8.7K
$364K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.66K+ 43.21% |
$290K - $320K
|
28.7K
$1.2M
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
8.3KNew |
$278K - $307K
|
8.3K
$347K
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.26KNew |
$276K - $305K
|
8.26K
$345K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.12KNew |
$272K - $300K
|
8.12K
$339K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.99K+ 13.03% |
$267K - $295K
|
69.3K
$2.9M
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.77KNew |
$260K - $287K
|
7.77K
$325K
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
7.68KNew |
$257K - $284K
|
7.68K
$321K
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
7.32KNew |
$245K - $271K
|
7.32K
$306K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.82K+ 1.34% |
$228K - $252K
|
517K
$21.6M
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.7KNew |
$224K - $248K
|
6.7K
$280K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.51K+ 11.45% |
$218K - $241K
|
63.4K
$2.65M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.47K+ 19.54% |
$217K - $239K
|
39.6K
$1.65M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.24K+ 2.02% |
$209K - $231K
|
316K
$13.2M
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
6.06K+ 39.57% |
$203K - $224K
|
21.4K
$893K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.75KNew |
$192K - $212K
|
5.75K
$240K
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.7KNew |
$191K - $211K
|
5.7K
$238K
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
5.68KNew |
$190K - $210K
|
5.68K
$237K
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5.59K+ 16.05% |
$187K - $207K
|
40.4K
$1.69M
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
5.52KNew |
$185K - $204K
|
5.52K
$231K
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.52KNew |
$185K - $204K
|
5.52K
$231K
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
5.51KNew |
$184K - $204K
|
5.51K
$230K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.39K+ 73.32% |
$181K - $199K
|
12.7K
$533K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.38K+ 7.7% |
$180K - $199K
|
75.2K
$3.15M
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.18K+ 30.64% |
$174K - $192K
|
22.1K
$924K
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.34K+ 29.33% |
$145K - $160K
|
19.1K
$799K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
3.97K+ 7.29% |
$133K - $147K
|
58.5K
$2.44M
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.92K+ 1.99% |
$131K - $145K
|
201K
$8.39M
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3.71K+ 0.54% |
$124K - $137K
|
685K
$28.7M
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.47KNew |
$116K - $128K
|
3.47K
$145K
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.26K+ 18.41% |
$109K - $121K
|
21K
$877K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.05K+ 20.34% |
$102K - $113K
|
18K
$755K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.79K+ 0.31% |
$93.3K - $103K
|
900K
$37.6M
|