AWM
DGCB icon

AE Wealth Management’s Dimensional Global Credit ETF DGCB Stock Holding History

AE Wealth Management’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 		$492K Buy
8,994
+333
+4% +$18.2K ﹤0.01% 1225
2026
Q1 		$469K Buy
8,661
+477
+6% +$26K ﹤0.01% 1145
2025
Q4 		$444K Buy
8,184
+205
+3% +$11.3K ﹤0.01% 1116
2025
Q3 		$442K Buy
7,979
+5,596
+235% +$306K ﹤0.01% 1023
2025
Q2 		$129K Buy
+2,383
New +$127K ﹤0.01% 1414

Other funds holding DGCB

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
IAS
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
IA
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
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
TWC
Tencap Wealth Coaching South Jordan, Utah $315M AUM
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

AE Wealth Management's DGCB Position: Q2 2026 in Review

AE Wealth Management increased its Dimensional Global Credit ETF (DGCB) stake by 3.8% in Q2 2026, buying an estimated $18.2K and bringing the position to 8,994 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

AE Wealth Management first reported a position in DGCB in Q2 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • AE Wealth Management held 8,994 shares of Dimensional Global Credit ETF worth $492K as of Q2 2026.
  • AE Wealth Management bought 333 Dimensional Global Credit ETF shares in Q2 2026, an estimated $18.2K.
  • Dimensional Global Credit ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1225 holding.
  • AE Wealth Management first reported a position in Dimensional Global Credit ETF in Q2 2025 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.