Cerity Partners
DGCB icon

Cerity Partners’s Dimensional Global Credit ETF DGCB Stock Holding History

Cerity 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
2026
Q2 		$2.4M Buy
43,896
+963
+2% +$52.6K ﹤0.01% 1492
2026
Q1 		$2.32M Buy
+42,933
New +$2.34M ﹤0.01% 1403

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

Cerity Partners's DGCB Position: Q2 2026 in Review

Cerity Partners increased its Dimensional Global Credit ETF (DGCB) stake by 2.2% in Q2 2026, buying an estimated $52.6K and bringing the position to 43,896 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Cerity Partners first reported a position in DGCB in Q1 2026 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Cerity Partners held 43,896 shares of Dimensional Global Credit ETF worth $2.4M as of Q2 2026.
  • Cerity Partners bought 963 Dimensional Global Credit ETF shares in Q2 2026, an estimated $52.6K.
  • Dimensional Global Credit ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1492 holding.
  • Cerity Partners first reported a position in Dimensional Global Credit ETF in Q1 2026 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.