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Cypress Financial Planning’s Dimensional Global Credit ETF DGCB Stock Holding History

Cypress Financial Planning’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 		$1.38M Buy
25,315
+554
+2% +$30.3K 0.34% 32
2026
Q1 		$1.34M Buy
24,761
+947
+4% +$51.7K 0.37% 32
2025
Q4 		$1.29M Buy
+23,814
New +$1.31M 0.36% 32

Other funds holding DGCB

WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 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
OFI
Outbound Financial Inc Boulder, Colorado $154M AUM 16.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
OCA
Optimus Capital Advisors Coppel, Texas $186M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cypress Financial Planning's DGCB Position: Q2 2026 in Review

Cypress Financial Planning increased its Dimensional Global Credit ETF (DGCB) stake by 2.2% in Q2 2026, buying an estimated $30.3K and bringing the position to 25,315 shares worth $1.38M. The position accounts for 0.34% of the portfolio, ranked #32.

Cypress Financial Planning first reported a position in DGCB in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Cypress Financial Planning held 25,315 shares of Dimensional Global Credit ETF worth $1.38M as of Q2 2026.
  • Cypress Financial Planning bought 554 Dimensional Global Credit ETF shares in Q2 2026, an estimated $30.3K.
  • Dimensional Global Credit ETF made up 0.34% of Cypress Financial Planning's portfolio in Q2 2026, its #32 holding.
  • Cypress Financial Planning first reported a position in Dimensional Global Credit ETF in Q4 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.