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Elwood & Goetz Wealth Advisory Group’s Dimensional Global Credit ETF DGCB Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
2025
Q4 		– Sell
-15,643
Closed -$867K – 138
2025
Q3 		$867K Buy
+15,643
New +$856K 0.17% 42

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IAS
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Bank of America
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IA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAWM
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TWC
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DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's DGCB Position: Q4 2025 in Review

Elwood & Goetz Wealth Advisory Group sold out of Dimensional Global Credit ETF (DGCB) in Q4 2025, closing a stake of 15,643 shares — an estimated $867K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in DGCB in Q3 2025 and held it in 1 quarter. The position peaked at $867K in Q3 2025. 111 funds tracked by Wall St. Rank hold DGCB as of Q4 2025.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Dimensional Global Credit ETF position as of Q4 2025 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 15,643 Dimensional Global Credit ETF shares in Q4 2025, an estimated $867K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Dimensional Global Credit ETF in Q3 2025 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's Dimensional Global Credit ETF position peaked at $867K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q4 2025.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q4 2025, filed 21 Jan 2026.