Beacon Hill Wealth Management
DGCB icon

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

Beacon Hill 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
Q3 		$7.84M Buy
151,077
+24,787
+20% +$1.32M 4.77% 8
2026
Q2 		$6.9M Buy
+126,290
New +$6.9M 4.78% 8

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Integrity Advisory Solutions
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Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Tencap Wealth Coaching
Tencap Wealth Coaching South Jordan, Utah $321M AUM 11.12% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Wealth Advisors Northwest
Wealth Advisors Northwest Portland, Oregon $299M AUM 12.51% 1-Year Est. Return
Dravo Bay
Dravo Bay Rehoboth Beach, Delaware $302M AUM 10.58% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Beacon Hill Wealth Management's DGCB Position: Q3 2026 in Review

Beacon Hill Wealth Management increased its Dimensional Global Credit ETF (DGCB) stake by 20% in Q3 2026, buying an estimated $1.32M and bringing the position to 151,077 shares worth $7.84M. The position accounts for 4.77% of the portfolio, ranked #8.

Beacon Hill Wealth Management first reported a position in DGCB in Q2 2026 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold DGCB as of Q3 2026.

  • Beacon Hill Wealth Management held 151,077 shares of Dimensional Global Credit ETF worth $7.84M as of Q3 2026.
  • Beacon Hill Wealth Management bought 24,787 Dimensional Global Credit ETF shares in Q3 2026, an estimated $1.32M.
  • Dimensional Global Credit ETF made up 4.77% of Beacon Hill Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Beacon Hill Wealth Management first reported a position in Dimensional Global Credit ETF in Q2 2026 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q3 2026.

Based on Beacon Hill Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.