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Balance Wealth’s Dimensional Global Credit ETF DGCB Stock Holding History

Balance 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
Q2 		– Sell
-14,636
Closed -$778K – 108
2025
Q1 		$778K Buy
+14,636
New +$774K 0.51% 46

Other funds holding DGCB

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DB
Dravo Bay Rehoboth Beach, Delaware $289M AUM 17.57% 1-Year Est. Return

Balance Wealth's DGCB Position: Q2 2025 in Review

Balance Wealth sold out of Dimensional Global Credit ETF (DGCB) in Q2 2025, closing a stake of 14,636 shares — an estimated $778K sold.

Balance Wealth first reported a position in DGCB in Q1 2025 and held it in 1 quarter. The position peaked at $778K in Q1 2025. 79 funds tracked by Wall St. Rank hold DGCB as of Q2 2025.

  • Balance Wealth reported no remaining Dimensional Global Credit ETF position as of Q2 2025 after selling out during the quarter.
  • Balance Wealth sold 14,636 Dimensional Global Credit ETF shares in Q2 2025, an estimated $778K.
  • Balance Wealth first reported a position in Dimensional Global Credit ETF in Q1 2025 and held it in 1 quarter.
  • Balance Wealth's Dimensional Global Credit ETF position peaked at $778K in Q1 2025.
  • 79 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2025.

Based on Balance Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.