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

Austin 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
2025
Q4 		$2.26M Buy
41,617
+5,931
+17% +$327K 0.17% 68
2025
Q3 		$1.98M Buy
35,686
+3,448
+11% +$189K 0.15% 78
2025
Q2 		$1.75M Buy
32,238
+6,005
+23% +$319K 0.14% 84
2025
Q1 		$1.39M Buy
+26,233
New +$1.39M 0.12% 82

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Austin Private Wealth's DGCB Position: Q4 2025 in Review

Austin Private Wealth increased its Dimensional Global Credit ETF (DGCB) stake by 17% in Q4 2025, buying an estimated $327K and bringing the position to 41,617 shares worth $2.26M. The position accounts for 0.17% of the portfolio, ranked #68.

Austin Private Wealth first reported a position in DGCB in Q1 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold DGCB as of Q4 2025.

  • Austin Private Wealth held 41,617 shares of Dimensional Global Credit ETF worth $2.26M as of Q4 2025.
  • Austin Private Wealth bought 5,931 Dimensional Global Credit ETF shares in Q4 2025, an estimated $327K.
  • Dimensional Global Credit ETF made up 0.17% of Austin Private Wealth's portfolio in Q4 2025, its #68 holding.
  • Austin Private Wealth first reported a position in Dimensional Global Credit ETF in Q1 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.