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EverSource Wealth Advisors’s Dimensional Global Credit ETF DGCB Stock Holding History

EverSource Wealth Advisors’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 		$1.87M Sell
34,255
-442
-1% -$24.1K 0.06% 231
2026
Q1 		$1.88M Sell
34,697
-4,234
-11% -$231K 0.06% 227
2025
Q4 		$2.11M Sell
38,931
-180
-0.5% -$9.91K 0.08% 186
2025
Q3 		$2.17M Buy
39,111
+8,290
+27% +$454K 0.09% 167
2025
Q2 		$1.67M Buy
30,821
+781
+3% +$41.5K 0.08% 187
2025
Q1 		$1.6M Buy
30,040
+4,724
+19% +$250K 0.09% 182
2024
Q4 		$1.33M Buy
25,316
+4,590
+22% +$247K 0.07% 201
2024
Q3 		$1.14M Buy
20,726
+750
+4% +$40.4K 0.07% 197
2024
Q2 		$1.07M Buy
19,976
+3,127
+19% +$164K 0.07% 205
2024
Q1 		$873K Buy
+16,849
New +$888K 0.07% 199

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

EverSource Wealth Advisors's DGCB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dimensional Global Credit ETF (DGCB) stake by 1.3% in Q2 2026, selling an estimated $24.1K and leaving 34,255 shares worth $1.87M. The position accounts for 0.06% of the portfolio, ranked #231.

EverSource Wealth Advisors first reported a position in DGCB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.17M in Q3 2025. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • EverSource Wealth Advisors held 34,255 shares of Dimensional Global Credit ETF worth $1.87M as of Q2 2026.
  • EverSource Wealth Advisors sold 442 Dimensional Global Credit ETF shares in Q2 2026, an estimated $24.1K.
  • Dimensional Global Credit ETF made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #231 holding.
  • EverSource Wealth Advisors first reported a position in Dimensional Global Credit ETF in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Dimensional Global Credit ETF position peaked at $2.17M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.