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Foundry Financial’s Dimensional Global Credit ETF DGCB Stock Holding History

Foundry Financial’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 		$769K Buy
14,068
+3,275
+30% +$179K 0.26% 42
2026
Q1 		$584K Sell
10,793
-38,342
-78% -$2.09M 0.25% 46
2025
Q4 		$2.66M Buy
+49,135
New +$2.71M 1.4% 17

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

Foundry Financial's DGCB Position: Q2 2026 in Review

Foundry Financial increased its Dimensional Global Credit ETF (DGCB) stake by 30% in Q2 2026, buying an estimated $179K and bringing the position to 14,068 shares worth $769K. The position accounts for 0.26% of the portfolio, ranked #42.

Foundry Financial first reported a position in DGCB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.66M in Q4 2025. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Foundry Financial held 14,068 shares of Dimensional Global Credit ETF worth $769K as of Q2 2026.
  • Foundry Financial bought 3,275 Dimensional Global Credit ETF shares in Q2 2026, an estimated $179K.
  • Dimensional Global Credit ETF made up 0.26% of Foundry Financial's portfolio in Q2 2026, its #42 holding.
  • Foundry Financial first reported a position in Dimensional Global Credit ETF in Q4 2025 and has held it in 3 quarters since.
  • Foundry Financial's Dimensional Global Credit ETF position peaked at $2.66M in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Foundry Financial's 13F filing for Q2 2026, filed 22 Jul 2026.