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Great Valley Advisor Group’s Dimensional Global Credit ETF DGCB Stock Holding History

Great Valley Advisor Group’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 		$2.23M Buy
40,712
+5,693
+16% +$311K 0.04% 374
2026
Q1 		$1.9M Buy
35,019
+4,698
+15% +$256K 0.03% 389
2025
Q4 		$1.64M Sell
30,321
-14,348
-32% -$790K 0.03% 383
2025
Q3 		$2.48M Buy
44,669
+6,648
+17% +$364K 0.05% 292
2025
Q2 		$2.06M Buy
38,021
+19,866
+109% +$1.05M 0.05% 311
2025
Q1 		$966K Buy
+18,155
New +$961K 0.02% 459

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

Great Valley Advisor Group's DGCB Position: Q2 2026 in Review

Great Valley Advisor Group increased its Dimensional Global Credit ETF (DGCB) stake by 16% in Q2 2026, buying an estimated $311K and bringing the position to 40,712 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #374.

Great Valley Advisor Group first reported a position in DGCB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.48M in Q3 2025. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Great Valley Advisor Group held 40,712 shares of Dimensional Global Credit ETF worth $2.23M as of Q2 2026.
  • Great Valley Advisor Group bought 5,693 Dimensional Global Credit ETF shares in Q2 2026, an estimated $311K.
  • Dimensional Global Credit ETF made up 0.04% of Great Valley Advisor Group's portfolio in Q2 2026, its #374 holding.
  • Great Valley Advisor Group first reported a position in Dimensional Global Credit ETF in Q1 2025 and has held it in 6 quarters since.
  • Great Valley Advisor Group's Dimensional Global Credit ETF position peaked at $2.48M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.