Concord Wealth Partners’s Dimensional Global Credit ETF DGCB Stock Holding History

Concord Wealth 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	$364K	Buy	6,667 +394	+6%	+$21.5K	0.04%	168
2026 Q1	$340K	Hold	6,273	–	–	0.04%	158
2025 Q4	$340K	Buy	6,273 +3,075	+96%	+$169K	0.04%	160
2025 Q3	$177K	Hold	3,198	–	–	0.02%	203
2025 Q2	$173K	Buy	3,198 +1,877	+142%	+$99.7K	0.03%	216
2025 Q1	$70.2K	Buy	1,321 +1,134	+606%	+$60K	0.01%	280
2024 Q4	$9.85K	Buy	187 +4	+2%	+$215	﹤0.01%	531
2024 Q3	$10K	Buy	+183	New	+$9.86K	﹤0.01%	557

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

Concord Wealth Partners's DGCB Position: Q2 2026 in Review

Concord Wealth Partners increased its Dimensional Global Credit ETF (DGCB) stake by 6.3% in Q2 2026, buying an estimated $21.5K and bringing the position to 6,667 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #168.

Concord Wealth Partners first reported a position in DGCB in Q3 2024 and has held it in 8 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

Concord Wealth Partners held 6,667 shares of Dimensional Global Credit ETF worth $364K as of Q2 2026.
Concord Wealth Partners bought 394 Dimensional Global Credit ETF shares in Q2 2026, an estimated $21.5K.
Dimensional Global Credit ETF made up 0.04% of Concord Wealth Partners's portfolio in Q2 2026, its #168 holding.
Concord Wealth Partners first reported a position in Dimensional Global Credit ETF in Q3 2024 and has held it in 8 quarters since.
135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.