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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Dimensional Global Credit ETF DGCB Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio DGCB Stock Details DGCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-77,254
Closed -$4.06M – 74
2024
Q4 		$4.06M Buy
+77,254
New +$4.15M 2.76% 5

Other funds holding DGCB

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DB
Dravo Bay Rehoboth Beach, Delaware $246M AUM 15.09% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's DGCB Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Dimensional Global Credit ETF (DGCB) in Q1 2025, closing a stake of 77,254 shares — an estimated $4.06M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in DGCB in Q4 2024 and held it in 1 quarter. The position peaked at $4.06M in Q4 2024. 71 funds tracked by Wall St. Rank hold DGCB as of Q1 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Dimensional Global Credit ETF position as of Q1 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 77,254 Dimensional Global Credit ETF shares in Q1 2025, an estimated $4.06M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Dimensional Global Credit ETF in Q4 2024 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Dimensional Global Credit ETF position peaked at $4.06M in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.