Evercore Wealth Management, LLC - DBX ETF TR ownership

DBX ETF TR's ticker is DBEF and the CUSIP is 233051200. A total of 230 filers reported holding DBX ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of DBX ETF TR
ValueSharesWeighting
Q3 2023$1,243,278
-1.3%
35,6240.0%0.02%0.0%
Q2 2023$1,260,021
+0.5%
35,6240.0%0.02%
-8.0%
Q1 2023$1,253,965
+7.7%
35,624
-1.4%
0.02%
+4.2%
Q4 2022$1,164,277
-3.7%
36,1240.0%0.02%
-11.1%
Q3 2022$1,209,000
-3.8%
36,1240.0%0.03%0.0%
Q2 2022$1,257,000
-7.7%
36,1240.0%0.03%
+12.5%
Q1 2022$1,362,000
-4.0%
36,1240.0%0.02%
+4.3%
Q4 2021$1,419,000
+4.0%
36,1240.0%0.02%
-8.0%
Q3 2021$1,364,000
+0.6%
36,1240.0%0.02%0.0%
Q2 2021$1,356,000
+3.4%
36,1240.0%0.02%
-3.8%
Q1 2021$1,312,000
+8.1%
36,1240.0%0.03%0.0%
Q4 2020$1,214,000
-25.8%
36,124
-32.5%
0.03%
-35.0%
Q3 2020$1,637,000
-1.8%
53,480
-3.1%
0.04%
-11.1%
Q2 2020$1,667,000
-24.8%
55,168
-33.3%
0.04%
-38.4%
Q1 2020$2,216,000
-20.7%
82,7080.0%0.07%
-2.7%
Q4 2019$2,794,000
+4.5%
82,7080.0%0.08%
-3.8%
Q3 2019$2,674,000
+2.3%
82,7080.0%0.08%
-1.3%
Q2 2019$2,615,000
+1.3%
82,7080.0%0.08%
-4.8%
Q1 2019$2,582,000
+6694.7%
82,708
+5761.7%
0.08%
+4050.0%
Q4 2015$38,000
-11.6%
1,411
-13.8%
0.00%0.0%
Q3 2015$43,0001,6360.00%
Other shareholders
DBX ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
Blankinship & Foster, LLC 1,139,317$34,988,00023.20%
Financial Advisory Group 1,667,444$51,207,00015.48%
Mosaic Family Wealth, LLC 1,178,777$36,200,00013.38%
WESCAP Management Group, Inc. 1,062,391$32,626,00013.06%
BOK Financial Private Wealth, Inc. 2,263,478$69,511,00011.46%
Jordan Park Group LLC 1,469,201$45,119,00010.62%
Crewe Advisors LLC 311,647$9,571,0009.39%
CKW FINANCIAL GROUP 1,372,006$41,517,0009.21%
Buckingham Capital Management, Inc. 1,166,203$35,814,0007.50%
ACCESS FINANCIAL SERVICES, INC. 239,841$7,366,0005.42%
View complete list of DBX ETF TR shareholders