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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
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

Other funds holding DGCB

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M AUM
TWC
Tencap Wealth Coaching South Jordan, Utah $266M AUM
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Elevate Wealth Advisory's DGCB Position: Q1 2026 in Review

Elevate Wealth Advisory held its Dimensional Global Credit ETF (DGCB) position steady in Q1 2026 at 1,116 shares worth $60.4K. The position accounts for 0.04% of the portfolio, ranked #96.

Elevate Wealth Advisory first reported a position in DGCB in Q3 2024 and has held it in 7 quarters since. The position peaked at $61.9K in Q3 2025. 122 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

  • Elevate Wealth Advisory held 1,116 shares of Dimensional Global Credit ETF worth $60.4K as of Q1 2026.
  • Elevate Wealth Advisory left its Dimensional Global Credit ETF share count unchanged in Q1 2026.
  • Dimensional Global Credit ETF made up 0.04% of Elevate Wealth Advisory's portfolio in Q1 2026, its #96 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional Global Credit ETF in Q3 2024 and has held it in 7 quarters since.
  • Elevate Wealth Advisory's Dimensional Global Credit ETF position peaked at $61.9K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.