Elevate Wealth Advisory
DGCB icon

Elevate Wealth Advisory’s Dimensional Global Credit ETF DGCB Stock Holding History

Elevate Wealth Advisory’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 		$61K Hold
1,116
– – 0.03% 100
2026
Q1 		$60.4K Hold
1,116
– – 0.04% 96
2025
Q4 		$60.5K Hold
1,116
– – 0.04% 91
2025
Q3 		$61.9K Buy
1,116
+170
+18% +$9.3K 0.05% 89
2025
Q2 		$51.3K Hold
946
– – 0.04% 101
2025
Q1 		$50.3K Hold
946
– – 0.04% 100
2024
Q4 		$49.8K Hold
946
– – 0.04% 91
2024
Q3 		$51.9K Buy
+946
New +$51K 0.04% 94

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Integrity Advisory Solutions
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
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Tencap Wealth Coaching
Tencap Wealth Coaching South Jordan, Utah $315M AUM
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Wealth Advisors Northwest
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Elevate Wealth Advisory's DGCB Position: Q2 2026 in Review

Elevate Wealth Advisory held its Dimensional Global Credit ETF (DGCB) position steady in Q2 2026 at 1,116 shares worth $61K. The position accounts for 0.03% of the portfolio, ranked #100.

Elevate Wealth Advisory first reported a position in DGCB in Q3 2024 and has held it in 8 quarters since. The position peaked at $61.9K in Q3 2025. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Elevate Wealth Advisory held 1,116 shares of Dimensional Global Credit ETF worth $61K as of Q2 2026.
  • Elevate Wealth Advisory left its Dimensional Global Credit ETF share count unchanged in Q2 2026.
  • Dimensional Global Credit ETF made up 0.03% of Elevate Wealth Advisory's portfolio in Q2 2026, its #100 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional Global Credit ETF in Q3 2024 and has held it in 8 quarters since.
  • Elevate Wealth Advisory's Dimensional Global Credit ETF position peaked at $61.9K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.