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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
Q2 		$514K Sell
9,403
-445
-5% -$24.3K 0.37% 66
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 $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

Hershey Financial Advisers's DGCB Position: Q2 2026 in Review

Hershey Financial Advisers reduced its Dimensional Global Credit ETF (DGCB) stake by 4.5% in Q2 2026, selling an estimated $24.3K and leaving 9,403 shares worth $514K. The position accounts for 0.37% of the portfolio, ranked #66.

Hershey Financial Advisers first reported a position in DGCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $533K in Q1 2026. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Hershey Financial Advisers held 9,403 shares of Dimensional Global Credit ETF worth $514K as of Q2 2026.
  • Hershey Financial Advisers sold 445 Dimensional Global Credit ETF shares in Q2 2026, an estimated $24.3K.
  • Dimensional Global Credit ETF made up 0.37% of Hershey Financial Advisers's portfolio in Q2 2026, its #66 holding.
  • Hershey Financial Advisers first reported a position in Dimensional Global Credit ETF in Q2 2025 and has held it in 5 quarters since.
  • Hershey Financial Advisers's Dimensional Global Credit ETF position peaked at $533K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.