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Hazlett, Burt & Watson’s Dimensional Global Credit ETF DGCB Stock Holding History

Hazlett, Burt & Watson’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 		– Sell
-93
Closed -$5K – 925
2025
Q4 		$5K Buy
+93
New +$5.12K ﹤0.01% 779

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
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 $550B AUM 43.33% 1-Year Est. Return

Hazlett, Burt & Watson's DGCB Position: Q1 2026 in Review

Hazlett, Burt & Watson sold out of Dimensional Global Credit ETF (DGCB) in Q1 2026, closing a stake of 93 shares — an estimated $5K sold.

Hazlett, Burt & Watson first reported a position in DGCB in Q4 2025 and held it in 1 quarter. The position peaked at $5K in Q4 2025. 123 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

  • Hazlett, Burt & Watson reported no remaining Dimensional Global Credit ETF position as of Q1 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 93 Dimensional Global Credit ETF shares in Q1 2026, an estimated $5K.
  • Hazlett, Burt & Watson first reported a position in Dimensional Global Credit ETF in Q4 2025 and held it in 1 quarter.
  • Hazlett, Burt & Watson's Dimensional Global Credit ETF position peaked at $5K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.