DBEF β€” DBX ETF TR

Ownership history in Wealth Advisory Team LLC  Β·  2 quarters on record

AI Ownership Summary

Wealth Advisory Team LLC reported DBX ETF TR (DBEF) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 9.48% in 2025 Q4. The latest visible filing shows DBEF at 9.48% 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 Wealth Advisory Team 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 9.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.48% 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 Wealth Advisory Team LLC held DBEF β€” position size vs. price
% of Fund (quarterly)    DBEF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 223,001 +5,744 +2.6% 9.48% $10.7M 2026-02-14 (Est.) $51.29
2025 Q2 INITIATED 217,257 β€” β€” 8.89% $9.5M 2025-07-25 $43.72

FAQ About Wealth Advisory Team 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 Wealth Advisory Team LLC reported owning DBEF?

Wealth Advisory Team LLC reported DBEF across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported DBEF position in Wealth Advisory Team LLC's portfolio?

The largest reported portfolio weight for DBEF was 9.48% in 2025 Q4.

What is the latest reported DBEF position on this page?

The most recent filing on this page is 2025 Q4, when Wealth Advisory Team LLC reported 223,001 shares, equal to 9.48% of portfolio, with an estimated market value of $10.7M.

What does the chart on this DBEF ownership page compare?

The chart compares Wealth Advisory Team 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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