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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
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

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

Heffernan Advisory's DGCB Position: Q2 2026 in Review

Heffernan Advisory increased its Dimensional Global Credit ETF (DGCB) stake by 3% in Q2 2026, buying an estimated $75.7K and bringing the position to 48,043 shares worth $2.63M. The position accounts for 2.2% of the portfolio, ranked #9.

Heffernan Advisory first reported a position in DGCB in Q4 2025 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Heffernan Advisory held 48,043 shares of Dimensional Global Credit ETF worth $2.63M as of Q2 2026.
  • Heffernan Advisory bought 1,386 Dimensional Global Credit ETF shares in Q2 2026, an estimated $75.7K.
  • Dimensional Global Credit ETF made up 2.2% of Heffernan Advisory's portfolio in Q2 2026, its #9 holding.
  • Heffernan Advisory first reported a position in Dimensional Global Credit ETF in Q4 2025 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.