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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
Q2 		$3.34M Buy
61,067
+6,134
+11% +$335K 0.03% 312
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 $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 22.9% 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

Foundations Investment Advisors's DGCB Position: Q2 2026 in Review

Foundations Investment Advisors increased its Dimensional Global Credit ETF (DGCB) stake by 11% in Q2 2026, buying an estimated $335K and bringing the position to 61,067 shares worth $3.34M. The position accounts for 0.03% of the portfolio, ranked #312.

Foundations Investment Advisors first reported a position in DGCB in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Foundations Investment Advisors held 61,067 shares of Dimensional Global Credit ETF worth $3.34M as of Q2 2026.
  • Foundations Investment Advisors bought 6,134 Dimensional Global Credit ETF shares in Q2 2026, an estimated $335K.
  • Dimensional Global Credit ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #312 holding.
  • Foundations Investment Advisors first reported a position in Dimensional Global Credit ETF in Q3 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.