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DGCB icon

CreativeOne Wealth’s Dimensional Global Credit ETF DGCB Stock Holding History

CreativeOne 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 		$1.27M Buy
23,266
+957
+4% +$52.3K 0.03% 495
2026
Q1 		$1.21M Buy
22,309
+2,503
+13% +$137K 0.03% 503
2025
Q4 		$1.07M Sell
19,806
-999
-5% -$55K 0.03% 525
2025
Q3 		$1.15M Buy
20,805
+4,380
+27% +$240K 0.03% 490
2025
Q2 		$891K Buy
16,425
+1,331
+9% +$70.7K 0.02% 568
2025
Q1 		$803K Buy
15,094
+2,587
+21% +$137K 0.02% 554
2024
Q4 		$658K Buy
12,507
+599
+5% +$32.2K 0.02% 610
2024
Q3 		$653K Buy
11,908
+4,841
+69% +$261K 0.02% 547
2024
Q2 		$372K Buy
7,067
+539
+8% +$28.3K 0.02% 560
2024
Q1 		$346K Buy
6,528
+1,885
+41% +$99.4K 0.01% 677
2023
Q4 		$247K Buy
+4,643
New +$241K 0.02% 559

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

CreativeOne Wealth's DGCB Position: Q2 2026 in Review

CreativeOne Wealth increased its Dimensional Global Credit ETF (DGCB) stake by 4.3% in Q2 2026, buying an estimated $52.3K and bringing the position to 23,266 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #495.

CreativeOne Wealth first reported a position in DGCB in Q4 2023 and has held it in 11 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • CreativeOne Wealth held 23,266 shares of Dimensional Global Credit ETF worth $1.27M as of Q2 2026.
  • CreativeOne Wealth bought 957 Dimensional Global Credit ETF shares in Q2 2026, an estimated $52.3K.
  • Dimensional Global Credit ETF made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #495 holding.
  • CreativeOne Wealth first reported a position in Dimensional Global Credit ETF in Q4 2023 and has held it in 11 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.