EWA
DGCB icon

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
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 $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 $2.63B 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 $710M AUM 18.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return