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Apella Capital’s Dimensional Global Credit ETF DGCB Stock Holding History

Apella Capital’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
Q3 		$13.1M Buy
251,933
+87,868
+54% +$4.68M 0.17% 107
2026
Q2 		$8.92M Buy
164,065
+154,246
+1,571% +$8.42M 0.13% 125
2026
Q1 		$539K Buy
+9,819
New +$536K 0.01% 452

Other funds holding DGCB

OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Apella Capital's DGCB Position: Q3 2026 in Review

Apella Capital increased its Dimensional Global Credit ETF (DGCB) stake by 54% in Q3 2026, buying an estimated $4.68M and bringing the position to 251,933 shares worth $13.1M. The position accounts for 0.17% of the portfolio, ranked #107.

Apella Capital first reported a position in DGCB in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold DGCB as of Q3 2026.

  • Apella Capital held 251,933 shares of Dimensional Global Credit ETF worth $13.1M as of Q3 2026.
  • Apella Capital bought 87,868 Dimensional Global Credit ETF shares in Q3 2026, an estimated $4.68M.
  • Dimensional Global Credit ETF made up 0.17% of Apella Capital's portfolio in Q3 2026, its #107 holding.
  • Apella Capital first reported a position in Dimensional Global Credit ETF in Q1 2026 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.