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Daner Wealth Management’s Dimensional Global Credit ETF DGCB Stock Holding History

Daner Wealth Management’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 		– Sell
-17,089
Closed -$937K – 93
2025
Q4 		$937K Sell
17,089
-2,442
-13% -$134K 0.57% 25
2025
Q3 		$1.09M Sell
19,531
-321
-2% -$17.6K 0.71% 21
2025
Q2 		$1.08M Buy
+19,852
New +$1.05M 0.75% 20
2024
Q4 		$1.39M Buy
+26,248
New +$1.41M 1.02% 18

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 $2.64B 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

Daner Wealth Management's DGCB Position: Q1 2026 in Review

Daner Wealth Management sold out of Dimensional Global Credit ETF (DGCB) in Q1 2026, closing a stake of 17,089 shares — an estimated $937K sold.

Daner Wealth Management first reported a position in DGCB in Q4 2024 and held it in 4 quarters. The position peaked at $1.39M in Q4 2024. 122 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

  • Daner Wealth Management reported no remaining Dimensional Global Credit ETF position as of Q1 2026 after selling out during the quarter.
  • Daner Wealth Management sold 17,089 Dimensional Global Credit ETF shares in Q1 2026, an estimated $937K.
  • Daner Wealth Management first reported a position in Dimensional Global Credit ETF in Q4 2024 and held it in 4 quarters.
  • Daner Wealth Management's Dimensional Global Credit ETF position peaked at $1.39M in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

Based on Daner Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.