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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
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 $9.02B AUM 20.58% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.63B AUM 16.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M AUM
TWC
Tencap Wealth Coaching South Jordan, Utah $266M AUM
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return