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DiNuzzo Private Wealth’s Dimensional Global Credit ETF DGCB Stock Holding History

DiNuzzo Private 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
Q2 		$17.6M Sell
322,435
-2,977
-0.9% -$163K 1.74% 18
2026
Q1 		$17.6M Sell
325,412
-3,885
-1% -$212K 1.9% 17
2025
Q4 		$17.9M Buy
329,297
+1,970
+0.6% +$108K 1.94% 17
2025
Q3 		$17.9M Buy
327,327
+1,045
+0.3% +$57.2K 2.03% 17
2025
Q2 		$17.7M Sell
326,282
-2,987
-0.9% -$159K 2.1% 17
2025
Q1 		$17.5M Buy
329,269
+214
+0.1% +$11.3K 2.2% 16
2024
Q4 		$17.3M Buy
329,055
+9,227
+3% +$496K 2.19% 15
2024
Q3 		$17.5M Buy
319,828
+1,690
+0.5% +$91.1K 2.16% 15
2024
Q2 		$16.8M Buy
318,138
+3,510
+1% +$184K 2.26% 15
2024
Q1 		$16.7M Buy
314,628
+2,245
+0.7% +$118K 2.25% 16
2023
Q4 		$16.6M Buy
+312,383
New +$16.2M 2.35% 15

Other funds holding DGCB

WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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

DiNuzzo Private Wealth's DGCB Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Dimensional Global Credit ETF (DGCB) stake by 0.91% in Q2 2026, selling an estimated $163K and leaving 322,435 shares worth $17.6M. The position accounts for 1.74% of the portfolio, ranked #18.

DiNuzzo Private Wealth first reported a position in DGCB in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.9M in Q3 2025. 52 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • DiNuzzo Private Wealth held 322,435 shares of Dimensional Global Credit ETF worth $17.6M as of Q2 2026.
  • DiNuzzo Private Wealth sold 2,977 Dimensional Global Credit ETF shares in Q2 2026, an estimated $163K.
  • Dimensional Global Credit ETF made up 1.74% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #18 holding.
  • DiNuzzo Private Wealth first reported a position in Dimensional Global Credit ETF in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Dimensional Global Credit ETF position peaked at $17.9M in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.