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DGCB icon

Congress Wealth Management’s Dimensional Global Credit ETF DGCB Stock Holding History

Congress Wealth Management’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 		$1.08M Buy
19,868
+521
+3% +$27.7K 0.01% 683
2025
Q1 		$1.03M Buy
+19,347
New +$1.02M 0.01% 629

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

Congress Wealth Management's DGCB Position: Q2 2025 in Review

Congress Wealth Management increased its Dimensional Global Credit ETF (DGCB) stake by 2.7% in Q2 2025, buying an estimated $27.7K and bringing the position to 19,868 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #683.

Congress Wealth Management first reported a position in DGCB in Q1 2025 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold DGCB as of Q2 2025.

  • Congress Wealth Management held 19,868 shares of Dimensional Global Credit ETF worth $1.08M as of Q2 2025.
  • Congress Wealth Management bought 521 Dimensional Global Credit ETF shares in Q2 2025, an estimated $27.7K.
  • Dimensional Global Credit ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #683 holding.
  • Congress Wealth Management first reported a position in Dimensional Global Credit ETF in Q1 2025 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.