Envestnet Asset Management
DGCB icon

Envestnet Asset Management’s Dimensional Global Credit ETF DGCB Stock Holding History

Envestnet Asset Management’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 		$44.8M Buy
819,826
+162,981
+25% +$8.9M 0.01% 926
2026
Q1 		$35.6M Sell
656,845
-71,346
-10% -$3.89M 0.01% 982
2025
Q4 		$39.5M Buy
728,191
+54,875
+8% +$3.02M 0.01% 855
2025
Q3 		$37.3M Buy
673,316
+81,172
+14% +$4.44M 0.01% 902
2025
Q2 		$32.1M Buy
592,144
+79,771
+16% +$4.24M 0.01% 968
2025
Q1 		$27.2M Buy
512,373
+100,842
+25% +$5.34M 0.01% 1000
2024
Q4 		$21.6M Buy
411,531
+14,225
+4% +$764K 0.01% 1148
2024
Q3 		$21.8M Buy
397,306
+21,588
+6% +$1.16M 0.01% 1124
2024
Q2 		$19.8M Sell
375,718
-23,369
-6% -$1.23M 0.01% 1136
2024
Q1 		$21.1M Buy
399,087
+277,880
+229% +$14.7M 0.01% 1075
2023
Q4 		$6.44M Buy
+121,207
New +$6.29M ﹤0.01% 1725

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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Envestnet Asset Management's DGCB Position: Q2 2026 in Review

Envestnet Asset Management increased its Dimensional Global Credit ETF (DGCB) stake by 25% in Q2 2026, buying an estimated $8.9M and bringing the position to 819,826 shares worth $44.8M. The position accounts for 0.01% of the portfolio, ranked #926.

Envestnet Asset Management first reported a position in DGCB in Q4 2023 and has held it in 11 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Envestnet Asset Management held 819,826 shares of Dimensional Global Credit ETF worth $44.8M as of Q2 2026.
  • Envestnet Asset Management bought 162,981 Dimensional Global Credit ETF shares in Q2 2026, an estimated $8.9M.
  • Dimensional Global Credit ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #926 holding.
  • Envestnet Asset Management first reported a position in Dimensional Global Credit ETF in Q4 2023 and has held it in 11 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.