UNITED CAPITAL FINANCIAL ADVISORS, LLC - DBX ETF TR ownership

DBX ETF TR's ticker is DBEF and the CUSIP is 233051200. A total of 239 filers reported holding DBX ETF TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of DBX ETF TR
ValueSharesWeighting
Q2 2024$109,128,886
-2.5%
2,633,419
-3.7%
0.94%
+1.6%
Q1 2024$111,880,094
+4.9%
2,733,450
-5.2%
0.92%
+4.2%
Q4 2023$106,634,377
-30.1%
2,883,569
-34.0%
0.88%
-11.4%
Q3 2023$152,461,777
-32.7%
4,368,532
-31.8%
1.00%
-19.1%
Q2 2023$226,602,613
-1.1%
6,406,633
-1.6%
1.24%
-3.4%
Q1 2023$229,200,309
+9.1%
6,511,372
-0.1%
1.28%
+8.6%
Q4 2022$210,106,247
-7.6%
6,518,965
-4.0%
1.18%
-12.3%
Q3 2022$227,416,000
-7.5%
6,792,602
-3.8%
1.34%
-0.4%
Q2 2022$245,775,000
-10.6%
7,060,477
-3.1%
1.35%
+1.0%
Q1 2022$274,801,000
-4.9%
7,287,229
-1.0%
1.34%
+0.4%
Q4 2021$288,919,000
+3.7%
7,357,254
-0.3%
1.33%
-4.5%
Q3 2021$278,593,000
+0.3%
7,377,998
-0.3%
1.39%
-0.5%
Q2 2021$277,668,000
+3.9%
7,398,573
+0.6%
1.40%
-5.3%
Q1 2021$267,161,000
+9.5%
7,357,788
+1.4%
1.48%
+0.5%
Q4 2020$243,925,000
+10.7%
7,257,524
+0.8%
1.47%
+2.2%
Q3 2020$220,286,000
+3.2%
7,198,897
+2.0%
1.44%
-7.3%
Q2 2020$213,383,000
+14.0%
7,060,973
+1.1%
1.55%
+0.3%
Q1 2020$187,249,000
-21.8%
6,986,920
-1.4%
1.55%
+0.1%
Q4 2019$239,470,000
+0.7%
7,089,107
-3.6%
1.54%
-7.2%
Q3 2019$237,885,000
+1.7%
7,355,752
-0.6%
1.66%
+8.8%
Q2 2019$233,820,000
+3.3%
7,397,019
+2.0%
1.53%
-4.0%
Q1 2019$226,415,000
+15.7%
7,252,257
+3.4%
1.59%
+2.4%
Q4 2018$195,625,000
-16.0%
7,011,661
-2.6%
1.55%
-5.0%
Q3 2018$232,811,000
+5.8%
7,198,870
+2.8%
1.64%
-0.2%
Q2 2018$219,954,000
+6.0%
7,004,896
+3.7%
1.64%
+3.7%
Q1 2018$207,479,000
+17.9%
6,756,074
+22.0%
1.58%
+13.8%
Q4 2017$176,047,000
+6.4%
5,539,551
+3.8%
1.39%
-1.0%
Q3 2017$165,535,000
+6.2%
5,334,672
+2.7%
1.40%
+0.6%
Q2 2017$155,943,000
+7.1%
5,194,648
+5.6%
1.40%
+2.9%
Q1 2017$145,627,000
+8.1%
4,921,480
+2.5%
1.36%
+3.7%
Q4 2016$134,764,000
+9.6%
4,802,692
+3.0%
1.31%
+9.6%
Q3 2016$122,968,000
+17.4%
4,661,428
+11.2%
1.19%
+11.9%
Q2 2016$104,767,000
+6.8%
4,190,698
+9.1%
1.07%
-1.3%
Q1 2016$98,068,000
+18.6%
3,839,780
+26.1%
1.08%
+13.6%
Q4 2015$82,714,000
+13.7%
3,045,416
+9.2%
0.95%
+8.9%
Q3 2015$72,762,000
+6.6%
2,789,962
+17.0%
0.87%
+10.6%
Q2 2015$68,263,000
+169.3%
2,385,140
+184.0%
0.79%
+154.8%
Q1 2015$25,353,000
-40.7%
839,787
-47.0%
0.31%
-3.4%
Q4 2014$42,750,000
+641.8%
1,583,348
+661.8%
0.32%
+221.0%
Q3 2014$5,763,000
+575.6%
207,832
+572.6%
0.10%
+525.0%
Q2 2014$853,00030,8990.02%
Other shareholders
DBX ETF TR shareholders Q2 2019
NameSharesValueWeighting ↓
Lenox Wealth Advisors, LLC 2,159,484$58,306,00024.29%
Tactical Allocation Group LLC 440,469$11,892,0007.55%
CKW FINANCIAL GROUP 571,518$15,431,0006.52%
Coyle Financial Counsel LLC 171,756$4,637,0005.61%
RiverFront Investment Group, LLC 6,667,398$180,019,0005.46%
Sand Hill Global Advisors, LLC 1,141,819$30,829,0005.28%
Pinnacle Wealth Management Advisory Group, LLC 175,495$4,738,0004.41%
WealthTrust-Arizona, LLC 183,860$4,964,0004.16%
Ruggie Capital Group 164,212$4,427,0004.05%
Callan Capital, LLC 652,595$17,620,0004.00%
View complete list of DBX ETF TR shareholders