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
Q2 		$18M Buy
328,375
+159,267
+94% +$8.7M 0.09% 221
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 $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

Integrated Wealth Concepts's DGCB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Dimensional Global Credit ETF (DGCB) stake by 94% in Q2 2026, buying an estimated $8.7M and bringing the position to 328,375 shares worth $18M. The position accounts for 0.09% of the portfolio, ranked #221.

Integrated Wealth Concepts first reported a position in DGCB in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Integrated Wealth Concepts held 328,375 shares of Dimensional Global Credit ETF worth $18M as of Q2 2026.
  • Integrated Wealth Concepts bought 159,267 Dimensional Global Credit ETF shares in Q2 2026, an estimated $8.7M.
  • Dimensional Global Credit ETF made up 0.09% of Integrated Wealth Concepts's portfolio in Q2 2026, its #221 holding.
  • Integrated Wealth Concepts first reported a position in Dimensional Global Credit ETF in Q3 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.