Jones Financial Companies
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Jones Financial Companies’s Dimensional Global Credit ETF DGCB Stock Holding History

Jones Financial Companies’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
2025
Q3 		– Sell
-1,871
Closed -$101K – 4261
2025
Q2 		$101K Buy
+1,871
New +$99.3K ﹤0.01% 1937

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Bank of America
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Envestnet Asset Management
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IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
DPW
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RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

Jones Financial Companies's DGCB Position: Q3 2025 in Review

Jones Financial Companies sold out of Dimensional Global Credit ETF (DGCB) in Q3 2025, closing a stake of 1,871 shares — an estimated $101K sold.

Jones Financial Companies first reported a position in DGCB in Q2 2025 and held it in 1 quarter. The position peaked at $101K in Q2 2025. 96 funds tracked by Wall St. Rank hold DGCB as of Q3 2025.

  • Jones Financial Companies reported no remaining Dimensional Global Credit ETF position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 1,871 Dimensional Global Credit ETF shares in Q3 2025, an estimated $101K.
  • Jones Financial Companies first reported a position in Dimensional Global Credit ETF in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's Dimensional Global Credit ETF position peaked at $101K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.