Fiduciary Planning LLC DBEU — DBX ETF TR

Ownership history in Fiduciary Planning LLC  ·  11 quarters on record

AI Ownership Summary

Fiduciary Planning LLC reported DBX ETF TR (DBEU) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.48% in 2023 Q4. The latest visible filing shows DBEU at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DBEU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fiduciary Planning LLC's position in DBX ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DBEU was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DBEU stock page Fiduciary Planning LLC fund profile Fiduciary Planning LLC full holdings
How Fiduciary Planning LLC held DBEU — position size vs. price
% of Fund (quarterly)    DBEU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 17,919 -1,142 -6.0% 0.26% $873K 2026-04-27 $50.29
2025 Q4 REDUCED 14.2% +1.5% ❌ 19,061 -3,142 -14.2% 0.28% $915K 2026-01-22 $49.46
2025 Q3 REDUCED 10.4% +5.9% ❌ 22,203 -2,567 -10.4% 0.31% $1.0M 2025-10-15 $45.91
2025 Q2 REDUCED 18.9% +3.9% ❌ 24,770 -5,773 -18.9% 0.36% $1.1M 2025-07-30 $44.20
2025 Q1 REDUCED 49.1% +3.0% ❌ 30,543 -29,417 -49.1% 0.44% $1.3M 2025-04-11 $39.09
2024 Q4 REDUCED 38.8% +7.2% ❌ 59,960 -38,015 -38.8% 0.80% $2.5M 2025-01-24 $41.51
2024 Q3 ADDED — — — 97,975 +1,341 +1.4% 1.41% $4.1M 2024-10-22 $40.25
2024 Q2 ADDED — — — 96,634 +6,321 +7.0% 1.44% $4.0M 2024-08-07 $38.07
2024 Q1 REDUCED — — — 90,313 -1,878 -2.0% 1.40% $3.7M 2024-04-29 $39.02
2023 Q4 ADDED — — — 92,191 +34,648 +60.2% 1.48% $3.5M 2024-01-25 $36.06
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DBEU

As of 2026 Q1 — sorted by position size

Flagship Capital Management Inc. 3.66% Cooksen Wealth, LLC 1.6% Berkeley, Inc 0.51% Consilium Wealth Advisory, LLC 3Y 0.28% Summit Asset Management, LLC 3Y 7Y 0.18% BigSur Wealth Management LLC 3Y 7Y 0.12% Peregrine Asset Advisers, Inc. 3Y 7Y 0.11% FIRST UNITED BANK & TRUST 3Y 7Y 0.11% Ifrah Financial Services, Inc. 3Y 7Y 0.08% HT Partners LLC 3Y 7Y 0.06%

FAQ About Fiduciary Planning LLC and DBEU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fiduciary Planning LLC reported owning DBEU?

Fiduciary Planning LLC reported DBEU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DBEU position in Fiduciary Planning LLC's portfolio?

The largest reported portfolio weight for DBEU was 1.48% in 2023 Q4.

What is the latest reported DBEU position on this page?

The most recent filing on this page is 2026 Q1, when Fiduciary Planning LLC reported 17,919 shares, equal to 0.26% of portfolio, with an estimated market value of $873K.

What does the chart on this DBEU ownership page compare?

The chart compares Fiduciary Planning LLC's quarterly DBEU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fiduciary Planning LLC time their DBEU position?

Based on 13F filing dates vs. subsequent DBEU price moves, Fiduciary Planning LLC correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on DBEU relative to SPY over the holding period was -5.6%.

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