IWC
DGCB icon

Integrated Wealth Concepts’s Dimensional Global Credit ETF DGCB Stock Holding History

Integrated Wealth Concepts’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 		$9.15M Buy
169,108
+2,817
+2% +$154K 0.07% 263
2025
Q4 		$9.02M Buy
166,291
+6,660
+4% +$367K 0.11% 174
2025
Q3 		$8.85M Buy
+159,631
New +$8.73M 0.08% 242

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

Integrated Wealth Concepts's DGCB Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Dimensional Global Credit ETF (DGCB) stake by 1.7% in Q1 2026, buying an estimated $154K and bringing the position to 169,108 shares worth $9.15M. The position accounts for 0.07% of the portfolio, ranked #263.

Integrated Wealth Concepts first reported a position in DGCB in Q3 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

  • Integrated Wealth Concepts held 169,108 shares of Dimensional Global Credit ETF worth $9.15M as of Q1 2026.
  • Integrated Wealth Concepts bought 2,817 Dimensional Global Credit ETF shares in Q1 2026, an estimated $154K.
  • Dimensional Global Credit ETF made up 0.07% of Integrated Wealth Concepts's portfolio in Q1 2026, its #263 holding.
  • Integrated Wealth Concepts first reported a position in Dimensional Global Credit ETF in Q3 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.