DBEF β€” DBX ETF TR

Ownership history in Geller Advisors LLC  Β·  11 quarters on record

AI Ownership Summary

Geller Advisors LLC reported DBX ETF TR (DBEF) in 11 quarterly 13F filings from 2023 Q3 through 2024 Q4. Peak portfolio weight reached 16.06% in 2024 Q4. The latest visible filing shows DBEF at 16.06% 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 DBEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Geller Advisors 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
2024 Q4

DBEF was reported at 16.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.06% in 2024 Q4

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

Time in book
Holding Window
2023 Q3 to 2024 Q4

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.

How Geller Advisors LLC held DBEF β€” position size vs. price
% of Fund (quarterly)    DBEF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED 5,903,060 +878,200 +17.5% 16.06% $244.4M 2025-02-14 (Est.) $41.84
2024 Q3 ADDED 5,024,860 +270,074 +5.7% 14.60% $211.1M 2024-11-15 $38.68
2024 Q2 ADDED 4,754,786 +715,257 +17.7% 14.62% $197.0M 2024-08-13 $37.64
2024 Q1 ADDED 4,039,529 +677,807 +20.2% 13.41% $165.3M 2024-05-14 $39.00
2023 Q4 ADDED 3,361,722 +900,269 +36.6% 12.11% $124.3M 2024-02-14 $35.79
2023 Q3 ADDED 2,461,453 +776,186 +46.1% 9.98% $85.9M 2023-11-13 $32.72
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Geller Advisors LLC and DBEF

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

How long has Geller Advisors LLC reported owning DBEF?

Geller Advisors LLC reported DBEF across 6 quarterly 13F filings, from 2023 Q3 through 2024 Q4.

What was the largest reported DBEF position in Geller Advisors LLC's portfolio?

The largest reported portfolio weight for DBEF was 16.06% in 2024 Q4.

What is the latest reported DBEF position on this page?

The most recent filing on this page is 2024 Q4, when Geller Advisors LLC reported 5,903,060 shares, equal to 16.06% of portfolio, with an estimated market value of $244.4M.

What does the chart on this DBEF ownership page compare?

The chart compares Geller Advisors LLC's quarterly DBEF 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.

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