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Cary Street Partners’s Dimensional Global Credit ETF DGCB Stock Holding History

Cary Street Partners’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
-4,052
Closed -$215K – 909
2025
Q1 		$215K Buy
+4,052
New +$214K 0.01% 726

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

Cary Street Partners's DGCB Position: Q2 2025 in Review

Cary Street Partners sold out of Dimensional Global Credit ETF (DGCB) in Q2 2025, closing a stake of 4,052 shares — an estimated $215K sold.

Cary Street Partners first reported a position in DGCB in Q1 2025 and held it in 1 quarter. The position peaked at $215K in Q1 2025. 79 funds tracked by Wall St. Rank hold DGCB as of Q2 2025.

  • Cary Street Partners reported no remaining Dimensional Global Credit ETF position as of Q2 2025 after selling out during the quarter.
  • Cary Street Partners sold 4,052 Dimensional Global Credit ETF shares in Q2 2025, an estimated $215K.
  • Cary Street Partners first reported a position in Dimensional Global Credit ETF in Q1 2025 and held it in 1 quarter.
  • Cary Street Partners's Dimensional Global Credit ETF position peaked at $215K in Q1 2025.
  • 79 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2025.

Based on Cary Street Partners's 13F filing for Q2 2025, filed 13 Aug 2025.