DBEF β€” DBX ETF TR

Ownership history in Ruggaard & Associates LLC  Β·  3 quarters on record

AI Ownership Summary

Ruggaard & Associates LLC reported DBX ETF TR (DBEF) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 2.73% in 2025 Q4. The latest visible filing shows DBEF at 2.73% 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.

What this DBEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ruggaard & Associates 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
2025 Q4

DBEF was reported at 2.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.73% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 to 2025 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 Ruggaard & Associates LLC held DBEF β€” position size vs. price
% of Fund (quarterly)    DBEF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 143,909 -12,783 -8.2% 2.73% $6.9M 2026-02-14 (Est.) $51.29
2025 Q3 ADDED 156,692 +1,825 +1.2% 2.72% $7.3M 2025-11-14 $47.05
2025 Q2 INITIATED 154,867 β€” β€” 2.72% $6.8M 2025-08-14 $44.49

FAQ About Ruggaard & Associates 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 Ruggaard & Associates LLC reported owning DBEF?

Ruggaard & Associates LLC reported DBEF across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported DBEF position in Ruggaard & Associates LLC's portfolio?

The largest reported portfolio weight for DBEF was 2.73% in 2025 Q4.

What is the latest reported DBEF position on this page?

The most recent filing on this page is 2025 Q4, when Ruggaard & Associates LLC reported 143,909 shares, equal to 2.73% of portfolio, with an estimated market value of $6.9M.

What does the chart on this DBEF ownership page compare?

The chart compares Ruggaard & Associates 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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