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Heffernan Advisory’s Dimensional Global Credit ETF DGCB Stock Holding History

Heffernan Advisory’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
Q3 		$3.24M Buy
62,400
+14,357
+30% +$765K 2.18% 9
2026
Q2 		$2.63M Buy
48,043
+1,386
+3% +$75.7K 2.2% 9
2026
Q1 		$2.53M Buy
46,657
+4,575
+11% +$250K 2.34% 9
2025
Q4 		$2.28M Buy
+42,082
New +$2.32M 2.19% 9

Other funds holding DGCB

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Heffernan Advisory's DGCB Position: Q3 2026 in Review

Heffernan Advisory increased its Dimensional Global Credit ETF (DGCB) stake by 30% in Q3 2026, buying an estimated $765K and bringing the position to 62,400 shares worth $3.24M. The position accounts for 2.18% of the portfolio, ranked #9.

Heffernan Advisory first reported a position in DGCB in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold DGCB as of Q3 2026.

  • Heffernan Advisory held 62,400 shares of Dimensional Global Credit ETF worth $3.24M as of Q3 2026.
  • Heffernan Advisory bought 14,357 Dimensional Global Credit ETF shares in Q3 2026, an estimated $765K.
  • Dimensional Global Credit ETF made up 2.18% of Heffernan Advisory's portfolio in Q3 2026, its #9 holding.
  • Heffernan Advisory first reported a position in Dimensional Global Credit ETF in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q3 2026.

Based on Heffernan Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.