AWM
DGCB icon

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

Axxcess 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
Q1 		– Sell
-19,699
Closed -$1.07M – 539
2025
Q4 		$1.07M Buy
+19,699
New +$1.08M 0.02% 497

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 22.9% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
TWC
Tencap Wealth Coaching South Jordan, Utah $315M AUM
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Axxcess Wealth Management's DGCB Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Dimensional Global Credit ETF (DGCB) in Q1 2026, closing a stake of 19,699 shares — an estimated $1.07M sold.

Axxcess Wealth Management first reported a position in DGCB in Q4 2025 and held it in 1 quarter. The position peaked at $1.07M in Q4 2025. 123 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Dimensional Global Credit ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 19,699 Dimensional Global Credit ETF shares in Q1 2026, an estimated $1.07M.
  • Axxcess Wealth Management first reported a position in Dimensional Global Credit ETF in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Dimensional Global Credit ETF position peaked at $1.07M in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.