Action Point Financial Planning’s Dimensional Global Credit ETF DGCB Stock Holding History

Action Point Financial Planning’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
2026 Q2	$11.4K	Buy	+209	New	+$11.4K	﹤0.01%	1392

Other funds holding DGCB

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $652M AUM

Tencap Wealth Coaching South Jordan, Utah $315M AUM

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Action Point Financial Planning's DGCB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Dimensional Global Credit ETF (DGCB) in Q2 2026: 209 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #1392 among its holdings.

135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

Action Point Financial Planning held 209 shares of Dimensional Global Credit ETF worth $11.4K as of Q2 2026.
Dimensional Global Credit ETF was a new Action Point Financial Planning position in Q2 2026.
Dimensional Global Credit ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1392 holding.
135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.