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DGCB icon

Copperleaf Capital’s Dimensional Global Credit ETF DGCB Stock Holding History

Copperleaf Capital’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
Q3 		$1.31M Buy
23,693
+5,462
+30% +$299K 0.63% 41
2025
Q2 		$989K Buy
18,231
+80
+0.4% +$4.25K 0.5% 53
2025
Q1 		$965K Buy
18,151
+269
+2% +$14.2K 0.58% 51
2024
Q4 		$941K Buy
17,882
+619
+4% +$33.2K 0.6% 49
2024
Q3 		$947K Buy
17,263
+1,842
+12% +$99.3K 0.73% 40
2024
Q2 		$812K Sell
15,421
-598
-4% -$31.4K 0.65% 48
2024
Q1 		$848K Buy
+16,019
New +$845K 0.73% 42

Other funds holding DGCB

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

Copperleaf Capital's DGCB Position: Q3 2025 in Review

Copperleaf Capital increased its Dimensional Global Credit ETF (DGCB) stake by 30% in Q3 2025, buying an estimated $299K and bringing the position to 23,693 shares worth $1.31M. The position accounts for 0.63% of the portfolio, ranked #41.

Copperleaf Capital first reported a position in DGCB in Q1 2024 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold DGCB as of Q3 2025.

  • Copperleaf Capital held 23,693 shares of Dimensional Global Credit ETF worth $1.31M as of Q3 2025.
  • Copperleaf Capital bought 5,462 Dimensional Global Credit ETF shares in Q3 2025, an estimated $299K.
  • Dimensional Global Credit ETF made up 0.63% of Copperleaf Capital's portfolio in Q3 2025, its #41 holding.
  • Copperleaf Capital first reported a position in Dimensional Global Credit ETF in Q1 2024 and has held it in 7 quarters since.
  • 96 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.