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Foundations Investment Advisors’s Dimensional Global Credit ETF DGCB Stock Holding History

Foundations Investment 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 		$2.97M Buy
54,933
+16,645
+43% +$908K 0.04% 301
2025
Q4 		$2.08M Buy
38,288
+14,049
+58% +$774K 0.03% 336
2025
Q3 		$1.34M Buy
+24,239
New +$1.33M 0.02% 398

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

Foundations Investment Advisors's DGCB Position: Q1 2026 in Review

Foundations Investment Advisors increased its Dimensional Global Credit ETF (DGCB) stake by 43% in Q1 2026, buying an estimated $908K and bringing the position to 54,933 shares worth $2.97M. The position accounts for 0.04% of the portfolio, ranked #301.

Foundations Investment Advisors first reported a position in DGCB in Q3 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

  • Foundations Investment Advisors held 54,933 shares of Dimensional Global Credit ETF worth $2.97M as of Q1 2026.
  • Foundations Investment Advisors bought 16,645 Dimensional Global Credit ETF shares in Q1 2026, an estimated $908K.
  • Dimensional Global Credit ETF made up 0.04% of Foundations Investment Advisors's portfolio in Q1 2026, its #301 holding.
  • Foundations Investment Advisors first reported a position in Dimensional Global Credit ETF in Q3 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.