Hedeker Wealth, LLC DTCR — GLOBAL X FDS

Ownership history in Hedeker Wealth, LLC  ·  10 quarters on record

AI Ownership Summary

Hedeker Wealth, LLC reported GLOBAL X FDS (DTCR) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.99% in 2026 Q1. The latest visible filing shows DTCR at 2.99% 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 DTCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hedeker Wealth, LLC's position in GLOBAL X FDS, 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
2026 Q1

DTCR was reported at 2.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.99% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

DTCR stock page Hedeker Wealth, LLC fund profile Hedeker Wealth, LLC full holdings
How Hedeker Wealth, LLC held DTCR — position size vs. price
% of Fund (quarterly)    DTCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 591,283 +26,393 +4.7% 2.99% $14.2M 2026-05-11 $30.87
2025 Q4 ADDED — — — 564,890 +2,399 +0.4% 2.50% $11.9M 2026-01-23 $23.82
2025 Q3 REDUCED — — — 562,491 -16,395 -2.8% 2.39% $11.5M 2025-10-21 $21.68
2025 Q2 REDUCED — — — 578,886 -10,244 -1.7% 2.52% $10.8M 2025-08-08 $18.67
2025 Q1 ADDED — — — 589,130 +128,411 +27.9% 2.57% $9.6M 2025-05-06 $16.99
2024 Q4 REDUCED — — — 460,719 -1,566 -0.3% 1.90% $7.6M 2025-01-27 $16.23
2024 Q3 ADDED — — — 462,285 +22,399 +5.1% 2.16% $8.1M 2024-10-25 $17.27
2024 Q2 ADDED — — — 439,886 +51,694 +13.3% 1.92% $6.6M 2024-07-19 $15.21
2024 Q1 ADDED — — — 388,192 +4,701 +1.2% 1.74% $6.0M 2024-04-19 $13.47
2023 Q4 INITIATED — — — 383,491 — — 1.78% $5.6M 2024-01-24 $14.06

🏢 Other funds also holding DTCR

As of 2026 Q1 — sorted by position size

S. R. Schill & Associates 3Y 7Y 3.07% NEW WAVE WEALTH ADVISORS LLC 2.86% Wiser Advisor Group LLC 2.5% Financial Freedom, LLC 3Y 1.99% POTENTIA WEALTH 1.98% Paller Financial Services Inc 1.78% Premier Private Wealth Management LLC 1.64% Anderson Financial Strategies, LLC 1.58% Solutions 4 Wealth, Ltd 1.43% Foguth Wealth Management, LLC. 1.23%

FAQ About Hedeker Wealth, LLC and DTCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hedeker Wealth, LLC reported owning DTCR?

Hedeker Wealth, LLC reported DTCR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DTCR position in Hedeker Wealth, LLC's portfolio?

The largest reported portfolio weight for DTCR was 2.99% in 2026 Q1.

What is the latest reported DTCR position on this page?

The most recent filing on this page is 2026 Q1, when Hedeker Wealth, LLC reported 591,283 shares, equal to 2.99% of portfolio, with an estimated market value of $14.2M.

What does the chart on this DTCR ownership page compare?

The chart compares Hedeker Wealth, LLC's quarterly DTCR 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.

How well did Hedeker Wealth, LLC time their DTCR position?

Based on 13F filing dates vs. subsequent DTCR price moves, Hedeker Wealth, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on DTCR relative to SPY over the holding period was +15.9%.

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