IMA Advisory Services’s Dimensional Global Credit ETF DGCB Stock Holding History

IMA Advisory Services’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	$11M	Buy	+201,876	New	+$11M	0.69%	39

Other funds holding DGCB

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

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

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

Three Arch Wealth Management Irvine, California $652M AUM

Tencap Wealth Coaching South Jordan, Utah $315M AUM

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

IMA Advisory Services's DGCB Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Dimensional Global Credit ETF (DGCB) in Q2 2026: 201,876 shares worth $11M. The stake represents 0.69% of the portfolio and ranks #39 among its holdings.

135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

IMA Advisory Services held 201,876 shares of Dimensional Global Credit ETF worth $11M as of Q2 2026.
Dimensional Global Credit ETF was a new IMA Advisory Services position in Q2 2026.
Dimensional Global Credit ETF made up 0.69% of IMA Advisory Services's portfolio in Q2 2026, its #39 holding.
135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.