Commonwealth Equity Services’s Dimensional Global Credit ETF DGCB Stock Holding History

Commonwealth Equity Services’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	$12.7M	Buy	232,728 +10,520	+5%	+$574K	0.02%	821
2026 Q1	$12M	Buy	222,208 +11,721	+6%	+$639K	0.02%	793
2025 Q4	$11.4M	Buy	210,487 +2,293	+1%	+$126K	0.02%	825
2025 Q3	$11.5M	Buy	208,194 +364	+0.2%	+$19.9K	0.02%	843
2025 Q2	$11.3M	Sell	207,830 -82,535	-28%	-$4.38M	0.01%	828
2025 Q1	$15.4M	Buy	290,365 +3,073	+1%	+$163K	0.02%	665
2024 Q4	$15.1M	Buy	287,292 +19,742	+7%	+$1.06M	0.02%	636
2024 Q3	$14.7M	Buy	267,550 +24,909	+10%	+$1.34M	0.02%	651
2024 Q2	$12.8M	Buy	242,641 +128,427	+112%	+$6.74M	0.02%	703
2024 Q1	$6.05M	Buy	114,214 +85,536	+298%	+$4.51M	0.01%	1058
2023 Q4	$1.52M	Buy	+28,678	New	+$1.49M	﹤0.01%	1871

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

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

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

Commonwealth Equity Services's DGCB Position: Q2 2026 in Review

Commonwealth Equity Services increased its Dimensional Global Credit ETF (DGCB) stake by 4.7% in Q2 2026, buying an estimated $574K and bringing the position to 232,728 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #821.

Commonwealth Equity Services first reported a position in DGCB in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.4M in Q1 2025. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

Commonwealth Equity Services held 232,728 shares of Dimensional Global Credit ETF worth $12.7M as of Q2 2026.
Commonwealth Equity Services bought 10,520 Dimensional Global Credit ETF shares in Q2 2026, an estimated $574K.
Dimensional Global Credit ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #821 holding.
Commonwealth Equity Services first reported a position in Dimensional Global Credit ETF in Q4 2023 and has held it in 11 quarters since.
Commonwealth Equity Services's Dimensional Global Credit ETF position peaked at $15.4M in Q1 2025.
135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.