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E-Wealth Partners’s Dimensional Global Credit ETF DGCB Stock Holding History

E-Wealth Partners’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 		$9.55M Buy
174,700
+16,825
+11% +$919K 6.9% 2
2026
Q1 		$8.55M Buy
157,875
+8,828
+6% +$482K 6.9% 3
2025
Q4 		$8.08M Buy
+149,047
New +$8.21M 6.79% 3

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

E-Wealth Partners's DGCB Position: Q2 2026 in Review

E-Wealth Partners increased its Dimensional Global Credit ETF (DGCB) stake by 11% in Q2 2026, buying an estimated $919K and bringing the position to 174,700 shares worth $9.55M. The position accounts for 6.9% of the portfolio, ranked #2.

E-Wealth Partners 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.

  • E-Wealth Partners held 174,700 shares of Dimensional Global Credit ETF worth $9.55M as of Q2 2026.
  • E-Wealth Partners bought 16,825 Dimensional Global Credit ETF shares in Q2 2026, an estimated $919K.
  • Dimensional Global Credit ETF made up 6.9% of E-Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • E-Wealth Partners 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 E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.