Kestra Advisory Services
DGCB icon

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
Q3 		$6.71M Buy
129,317
+9,264
+8% +$494K 0.02% 755
2026
Q2 		$6.56M Buy
120,053
+1,970
+2% +$108K 0.02% 698
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

Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Tencap Wealth Coaching
Tencap Wealth Coaching South Jordan, Utah $321M AUM 11.12% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Wealth Advisors Northwest
Wealth Advisors Northwest Portland, Oregon $299M AUM 12.51% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Mattern Wealth Management
Mattern Wealth Management Lawrence, Kansas $616M AUM 16.02% 1-Year Est. Return

Kestra Advisory Services's DGCB Position: Q3 2026 in Review

Kestra Advisory Services increased its Dimensional Global Credit ETF (DGCB) stake by 7.7% in Q3 2026, buying an estimated $494K and bringing the position to 129,317 shares worth $6.71M. The position accounts for 0.02% of the portfolio, ranked #755.

Kestra Advisory Services first reported a position in DGCB in Q1 2024 and has held it in 11 quarters since. 107 funds tracked by Wall St. Rank hold DGCB as of Q3 2026.

  • Kestra Advisory Services held 129,317 shares of Dimensional Global Credit ETF worth $6.71M as of Q3 2026.
  • Kestra Advisory Services bought 9,264 Dimensional Global Credit ETF shares in Q3 2026, an estimated $494K.
  • Dimensional Global Credit ETF made up 0.02% of Kestra Advisory Services's portfolio in Q3 2026, its #755 holding.
  • Kestra Advisory Services first reported a position in Dimensional Global Credit ETF in Q1 2024 and has held it in 11 quarters since.
  • 107 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.