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Kestra Investment Management’s Dimensional Global Credit ETF DGCB Stock Holding History

Kestra Investment Management’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 		– Sell
-112,523
Closed -$6.1M – 459
2025
Q4 		$6.1M Buy
112,523
+30,447
+37% +$1.68M 0.15% 69
2025
Q3 		$4.55M Buy
82,076
+38,513
+88% +$2.11M 0.12% 74
2025
Q2 		$2.36M Buy
43,563
+24,369
+127% +$1.29M 0.07% 101
2025
Q1 		$1.02M Buy
19,194
+12,332
+180% +$652K 0.03% 167
2024
Q4 		$361K Buy
+6,862
New +$369K 0.01% 280

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 22.9% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
TWC
Tencap Wealth Coaching South Jordan, Utah $315M 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 $550B AUM 43.33% 1-Year Est. Return

Kestra Investment Management's DGCB Position: Q1 2026 in Review

Kestra Investment Management sold out of Dimensional Global Credit ETF (DGCB) in Q1 2026, closing a stake of 112,523 shares — an estimated $6.1M sold.

Kestra Investment Management first reported a position in DGCB in Q4 2024 and held it in 5 quarters. The position peaked at $6.1M in Q4 2025. 123 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

  • Kestra Investment Management reported no remaining Dimensional Global Credit ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Investment Management sold 112,523 Dimensional Global Credit ETF shares in Q1 2026, an estimated $6.1M.
  • Kestra Investment Management first reported a position in Dimensional Global Credit ETF in Q4 2024 and held it in 5 quarters.
  • Kestra Investment Management's Dimensional Global Credit ETF position peaked at $6.1M in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.