ATPW
DGCB icon

Ashton Thomas Private Wealth’s Dimensional Global Credit ETF DGCB Stock Holding History

Ashton Thomas Private Wealth’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
Q1 		$605K Buy
11,182
+245
+2% +$13.4K 0.01% 678
2025
Q4 		$593K Buy
10,937
+610
+6% +$33.6K 0.01% 621
2025
Q3 		$573K Sell
10,327
-1,402
-12% -$76.7K 0.01% 617
2025
Q2 		$636K Buy
11,729
+7,940
+210% +$422K 0.02% 516
2025
Q1 		$201K Buy
+3,789
New +$200K 0.01% 782
2024
Q3 		– Sell
-2,642
Closed -$139K – 921
2024
Q2 		$139K Buy
+2,642
New +$139K 0.01% 672

Other funds holding DGCB

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M AUM
TWC
Tencap Wealth Coaching South Jordan, Utah $266M AUM
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ashton Thomas Private Wealth's DGCB Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Dimensional Global Credit ETF (DGCB) stake by 2.2% in Q1 2026, buying an estimated $13.4K and bringing the position to 11,182 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #678.

Ashton Thomas Private Wealth first reported a position in DGCB in Q2 2024 and has held it in 6 quarters since. The position peaked at $636K in Q2 2025. 122 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

  • Ashton Thomas Private Wealth held 11,182 shares of Dimensional Global Credit ETF worth $605K as of Q1 2026.
  • Ashton Thomas Private Wealth bought 245 Dimensional Global Credit ETF shares in Q1 2026, an estimated $13.4K.
  • Dimensional Global Credit ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #678 holding.
  • Ashton Thomas Private Wealth first reported a position in Dimensional Global Credit ETF in Q2 2024 and has held it in 6 quarters since.
  • Ashton Thomas Private Wealth's Dimensional Global Credit ETF position peaked at $636K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.