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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

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

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. 135 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.
  • 135 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.