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Cogent Private Wealth’s Dimensional Global Credit ETF DGCB Stock Holding History

Cogent Private 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
2026
Q2 		$2.33M Sell
42,645
-35,716
-46% -$1.95M 1.46% 21
2026
Q1 		$4.24M Buy
78,361
+30,588
+64% +$1.67M 3.06% 8
2025
Q4 		$2.59M Buy
+47,773
New +$2.63M 1.97% 15

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

Cogent Private Wealth's DGCB Position: Q2 2026 in Review

Cogent Private Wealth reduced its Dimensional Global Credit ETF (DGCB) stake by 46% in Q2 2026, selling an estimated $1.95M and leaving 42,645 shares worth $2.33M. The position accounts for 1.46% of the portfolio, ranked #21.

Cogent Private Wealth first reported a position in DGCB in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.24M in Q1 2026. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Cogent Private Wealth held 42,645 shares of Dimensional Global Credit ETF worth $2.33M as of Q2 2026.
  • Cogent Private Wealth sold 35,716 Dimensional Global Credit ETF shares in Q2 2026, an estimated $1.95M.
  • Dimensional Global Credit ETF made up 1.46% of Cogent Private Wealth's portfolio in Q2 2026, its #21 holding.
  • Cogent Private Wealth first reported a position in Dimensional Global Credit ETF in Q4 2025 and has held it in 3 quarters since.
  • Cogent Private Wealth's Dimensional Global Credit ETF position peaked at $4.24M in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Cogent Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.