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Beacon Pointe Advisors’s Dimensional Global Credit ETF DGCB Stock Holding History

Beacon Pointe Advisors’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
Q2 		$3.43M Buy
62,731
+49,794
+385% +$2.72M 0.02% 602
2026
Q1 		$700K Buy
12,937
+3,373
+35% +$184K ﹤0.01% 1149
2025
Q4 		$519K Buy
9,564
+1,019
+12% +$56.1K ﹤0.01% 1065
2025
Q3 		$474K Buy
+8,545
New +$468K ﹤0.01% 1019

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 22.96% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
TWC
Tencap Wealth Coaching South Jordan, Utah $315M AUM
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Beacon Pointe Advisors's DGCB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Dimensional Global Credit ETF (DGCB) stake by 385% in Q2 2026, buying an estimated $2.72M and bringing the position to 62,731 shares worth $3.43M. The position accounts for 0.02% of the portfolio, ranked #602.

Beacon Pointe Advisors first reported a position in DGCB in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Beacon Pointe Advisors held 62,731 shares of Dimensional Global Credit ETF worth $3.43M as of Q2 2026.
  • Beacon Pointe Advisors bought 49,794 Dimensional Global Credit ETF shares in Q2 2026, an estimated $2.72M.
  • Dimensional Global Credit ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #602 holding.
  • Beacon Pointe Advisors first reported a position in Dimensional Global Credit ETF in Q3 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.