DiNuzzo Private Wealth
DGCB icon

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
Q3 		$16.7M Sell
321,181
-1,254
-0.4% -$66.8K 1.66% 18
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

Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Outbound Financial Inc
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Beacon Hill Wealth Management
Beacon Hill Wealth Management Victoria $164M AUM
SageOak Financial
SageOak Financial Tulsa, Oklahoma $154M AUM 8.16% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

DiNuzzo Private Wealth's DGCB Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Dimensional Global Credit ETF (DGCB) stake by 0.39% in Q3 2026, selling an estimated $66.8K and leaving 321,181 shares worth $16.7M. The position accounts for 1.66% of the portfolio, ranked #18.

DiNuzzo Private Wealth first reported a position in DGCB in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.9M in Q3 2025. 48 funds tracked by Wall St. Rank hold DGCB as of Q3 2026.

  • DiNuzzo Private Wealth held 321,181 shares of Dimensional Global Credit ETF worth $16.7M as of Q3 2026.
  • DiNuzzo Private Wealth sold 1,254 Dimensional Global Credit ETF shares in Q3 2026, an estimated $66.8K.
  • Dimensional Global Credit ETF made up 1.66% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #18 holding.
  • DiNuzzo Private Wealth first reported a position in Dimensional Global Credit ETF in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Dimensional Global Credit ETF position peaked at $17.9M in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.