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

Kestra 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 Q1	$6.39M	Buy	118,083 +8,009	+7%	+$437K	0.02%	672
2025 Q4	$5.97M	Sell	110,074 -95	-0.1%	-$5.23K	0.02%	625
2025 Q3	$6.11M	Buy	110,169 +34,601	+46%	+$1.89M	0.03%	583
2025 Q2	$4.1M	Buy	75,568 +3,067	+4%	+$163K	0.02%	739
2025 Q1	$3.85M	Sell	72,501 -169	-0.2%	-$8.94K	0.02%	677
2024 Q4	$3.82M	Buy	72,670 +31,406	+76%	+$1.69M	0.02%	689
2024 Q3	$2.26M	Buy	41,264 +6,566	+19%	+$354K	0.01%	895
2024 Q2	$1.83M	Buy	34,698 +23,284	+204%	+$1.22M	0.01%	1005
2024 Q1	$604K	Buy	+11,414	New	+$602K	﹤0.01%	1544

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Kestra Advisory Services's DGCB Position: Q1 2026 in Review

Kestra Advisory Services increased its Dimensional Global Credit ETF (DGCB) stake by 7.3% in Q1 2026, buying an estimated $437K and bringing the position to 118,083 shares worth $6.39M. The position accounts for 0.02% of the portfolio, ranked #672.

Kestra Advisory Services first reported a position in DGCB in Q1 2024 and has held it in 9 quarters since. 122 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

Kestra Advisory Services held 118,083 shares of Dimensional Global Credit ETF worth $6.39M as of Q1 2026.
Kestra Advisory Services bought 8,009 Dimensional Global Credit ETF shares in Q1 2026, an estimated $437K.
Dimensional Global Credit ETF made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #672 holding.
Kestra Advisory Services first reported a position in Dimensional Global Credit ETF in Q1 2024 and has held it in 9 quarters since.
122 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.