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GeoWealth Management’s Dimensional Global Credit ETF DGCB Stock Holding History

GeoWealth Management’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 		$2.07M Buy
37,878
+3,942
+12% +$215K 0.07% 169
2026
Q1 		$1.84M Buy
33,936
+17,197
+103% +$938K 0.07% 169
2025
Q4 		$908K Buy
16,739
+1,067
+7% +$58.8K 0.03% 297
2025
Q3 		$869K Buy
15,672
+6,226
+66% +$341K 0.03% 333
2025
Q2 		$512K Sell
9,446
-9,333
-50% -$495K 0.02% 399
2025
Q1 		$998K Buy
18,779
+7,176
+62% +$380K 0.04% 262
2024
Q4 		$610K Buy
11,603
+1,933
+20% +$104K 0.02% 419
2024
Q3 		$530K Buy
9,670
+2,191
+29% +$118K 0.02% 461
2024
Q2 		$394K Buy
7,479
+4,749
+174% +$249K 0.02% 497
2024
Q1 		$145K Buy
+2,730
New +$144K 0.01% 741

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

GeoWealth Management's DGCB Position: Q2 2026 in Review

GeoWealth Management increased its Dimensional Global Credit ETF (DGCB) stake by 12% in Q2 2026, buying an estimated $215K and bringing the position to 37,878 shares worth $2.07M. The position accounts for 0.07% of the portfolio, ranked #169.

GeoWealth Management first reported a position in DGCB in Q1 2024 and has held it in 10 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • GeoWealth Management held 37,878 shares of Dimensional Global Credit ETF worth $2.07M as of Q2 2026.
  • GeoWealth Management bought 3,942 Dimensional Global Credit ETF shares in Q2 2026, an estimated $215K.
  • Dimensional Global Credit ETF made up 0.07% of GeoWealth Management's portfolio in Q2 2026, its #169 holding.
  • GeoWealth Management first reported a position in Dimensional Global Credit ETF in Q1 2024 and has held it in 10 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.