BerganKDV Wealth Management, LLC - DBX ETF TR ownership

DBX ETF TR's ticker is HYLB and the CUSIP is 233051432. A total of 225 filers reported holding DBX ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of DBX ETF TR
ValueSharesWeighting
Q2 2023$376,947
-1.5%
10,926
-0.8%
0.04%
-2.6%
Q1 2023$382,876
+2.3%
11,018
-0.7%
0.04%
-4.9%
Q4 2022$374,147
+5.1%
11,099
+2.2%
0.04%
-4.7%
Q3 2022$356,000
-4.8%
10,859
-2.0%
0.04%0.0%
Q2 2022$374,000
-48.4%
11,077
-42.3%
0.04%
-44.9%
Q1 2022$725,000
+2.7%
19,209
+8.3%
0.08%
+5.4%
Q4 2021$706,000
-1.8%
17,731
-1.2%
0.07%
-9.8%
Q3 2021$719,000
-0.3%
17,938
+0.2%
0.08%
-4.7%
Q2 2021$721,000
-27.1%
17,896
-9.6%
0.09%
-32.3%
Q1 2021$989,000
+49.6%
19,787
+49.9%
0.13%
+36.6%
Q4 2020$661,000
+19.7%
13,198
+15.1%
0.09%
+6.9%
Q3 2020$552,000
-4.2%
11,466
-6.9%
0.09%
-12.1%
Q2 2020$576,000
+3.2%
12,313
-2.7%
0.10%
-13.2%
Q1 2020$558,000
+12.3%
12,654
+28.2%
0.11%
+29.5%
Q4 2019$497,000
+1811.5%
9,867
+1786.6%
0.09%
+1366.7%
Q3 2018$26,000
+4.0%
523
+1.4%
0.01%0.0%
Q2 2018$25,0005160.01%
Other shareholders
DBX ETF TR shareholders Q1 2021
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 83,856$3,696,0004.90%
Menard Financial Group LLC 25,746$1,135,0003.74%
Valmark Advisers, Inc. 3,211,088$141,513,0003.69%
SigFig Wealth Management, LLC 614,831$27,096,0003.68%
FormulaFolio Investments, LLC 1,349,752$59,484,0003.18%
Kohmann Bosshard Financial Services, LLC 160,620$7,079,0003.11%
Charles Schwab Investment Advisory, Inc. 18,873,967$831,776,0002.36%
FLOW TRADERS U.S. LLC 959,468$42,284,0002.32%
BTS Asset Management, Inc. 2,917$120,0002.30%
Foothills Asset Management, Ltd. 56,396$2,485,0002.16%
View complete list of DBX ETF TR shareholders