Vertex Planning Partners »

Db-x Msci Eafe Currency-hedged shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of Db-x Msci Eafe Currency-hedged (DBEF) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners investment in Db-x Msci Eafe Currency-hedged

Tip: Access up to 7 years of quarterly data

All positions including Db-x Msci Eafe Currency-hedged held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Db-x Msci Eafe Currency-hedged by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $326k 7.0k 46.42
2025-06-30 $315k 7.2k 43.75
2025-03-31 $294k 6.8k 43.30

More positions owned by Vertex Planning Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Blackrock Etf Trust Ishares Intl Div (BIDD)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Hdg Msci Eafe (HEFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for Vertex Planning Partners

Top funds holding Db-x Msci Eafe Currency-hedged

Goldman Sachs Group
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Morgan Stanley
CI Private Wealth
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
United Capital Financial Advisers
Raymond James Financial
Wealth Enhancement Advisory Services
UBS Group
Royal Bank of Canada
Mosaic Family Wealth Partners
Rainey & Randall Investment Management

View all funds holding Db-x Msci Eafe Currency-hedged