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 Q3	$1.38M	Buy	26,555 +1,240	+5%	+$66.1K	0.37%	30
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

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Tencap Wealth Coaching South Jordan, Utah $321M AUM 11.12% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Wealth Advisors Northwest Portland, Oregon $299M AUM 12.51% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Mattern Wealth Management Lawrence, Kansas $616M AUM 16.02% 1-Year Est. Return

Cypress Financial Planning's DGCB Position: Q3 2026 in Review

Cypress Financial Planning increased its Dimensional Global Credit ETF (DGCB) stake by 4.9% in Q3 2026, buying an estimated $66.1K and bringing the position to 26,555 shares worth $1.38M. The position accounts for 0.37% of the portfolio, ranked #30.

Cypress Financial Planning first reported a position in DGCB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.38M in Q2 2026. 96 funds tracked by Wall St. Rank hold DGCB as of Q3 2026.

Cypress Financial Planning held 26,555 shares of Dimensional Global Credit ETF worth $1.38M as of Q3 2026.
Cypress Financial Planning bought 1,240 Dimensional Global Credit ETF shares in Q3 2026, an estimated $66.1K.
Dimensional Global Credit ETF made up 0.37% of Cypress Financial Planning's portfolio in Q3 2026, its #30 holding.
Cypress Financial Planning first reported a position in Dimensional Global Credit ETF in Q4 2025 and has held it in 4 quarters since.
Cypress Financial Planning's Dimensional Global Credit ETF position peaked at $1.38M in Q2 2026.
96 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.