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Hershey Financial Advisers’s Dimensional Global Credit ETF DGCB Stock Holding History

Hershey Financial Advisers’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 		$533K Buy
9,848
+738
+8% +$40.3K 0.46% 58
2025
Q4 		$494K Hold
9,110
– – 0.42% 67
2025
Q3 		$505K Sell
9,110
-1
-0% -$55 0.43% 61
2025
Q2 		$494K Buy
+9,111
New +$484K 0.44% 58

Other funds holding DGCB

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M AUM
TWC
Tencap Wealth Coaching South Jordan, Utah $266M 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 $481B AUM 26.39% 1-Year Est. Return

Hershey Financial Advisers's DGCB Position: Q1 2026 in Review

Hershey Financial Advisers increased its Dimensional Global Credit ETF (DGCB) stake by 8.1% in Q1 2026, buying an estimated $40.3K and bringing the position to 9,848 shares worth $533K. The position accounts for 0.46% of the portfolio, ranked #58.

Hershey Financial Advisers first reported a position in DGCB in Q2 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

  • Hershey Financial Advisers held 9,848 shares of Dimensional Global Credit ETF worth $533K as of Q1 2026.
  • Hershey Financial Advisers bought 738 Dimensional Global Credit ETF shares in Q1 2026, an estimated $40.3K.
  • Dimensional Global Credit ETF made up 0.46% of Hershey Financial Advisers's portfolio in Q1 2026, its #58 holding.
  • Hershey Financial Advisers first reported a position in Dimensional Global Credit ETF in Q2 2025 and has held it in 4 quarters since.
  • 122 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.