DAS
DGCB icon

Diversify Advisory Services’s Dimensional Global Credit ETF DGCB Stock Holding History

Diversify Advisory Services’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 		$855K Buy
+16,028
New +$875K 0.01% 691
2026
Q1 		– Sell
-11,877
Closed -$647K – 377
2025
Q4 		$647K Buy
+11,877
New +$654K 0.02% 523

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

Diversify Advisory Services's DGCB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Dimensional Global Credit ETF (DGCB) in Q2 2026: 16,028 shares worth $855K. The stake represents 0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in DGCB as recently as Q4 2025.

Diversify Advisory Services first reported a position in DGCB in Q4 2025 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Diversify Advisory Services held 16,028 shares of Dimensional Global Credit ETF worth $855K as of Q2 2026.
  • Dimensional Global Credit ETF was a new Diversify Advisory Services position in Q2 2026.
  • Dimensional Global Credit ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #691 holding.
  • Diversify Advisory Services first reported a position in Dimensional Global Credit ETF in Q4 2025 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.