LPL Financial
DGCB icon

LPL Financial’s Dimensional Global Credit ETF DGCB Stock Holding History

LPL Financial’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 		$2.79M Sell
50,999
-48
-0.1% -$2.62K ﹤0.01% 3382
2026
Q1 		$2.76M Buy
51,047
+7,800
+18% +$426K ﹤0.01% 3208
2025
Q4 		$2.35M Buy
43,247
+17,154
+66% +$945K ﹤0.01% 3242
2025
Q3 		$1.45M Buy
26,093
+3,387
+15% +$185K ﹤0.01% 3633
2025
Q2 		$1.23M Buy
22,706
+16,574
+270% +$880K ﹤0.01% 3562
2025
Q1 		$326K Buy
+6,132
New +$324K ﹤0.01% 4517
2024
Q4 		– Sell
-5,874
Closed -$322K – 5321
2024
Q3 		$322K Buy
5,874
+1,592
+37% +$85.8K ﹤0.01% 4369
2024
Q2 		$226K Buy
+4,282
New +$225K ﹤0.01% 4475

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

LPL Financial's DGCB Position: Q2 2026 in Review

LPL Financial reduced its Dimensional Global Credit ETF (DGCB) stake by 0.09% in Q2 2026, selling an estimated $2.62K and leaving 50,999 shares worth $2.79M. The position accounts for ﹤0.01% of the portfolio, ranked #3382.

LPL Financial first reported a position in DGCB in Q2 2024 and has held it in 8 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • LPL Financial held 50,999 shares of Dimensional Global Credit ETF worth $2.79M as of Q2 2026.
  • LPL Financial sold 48 Dimensional Global Credit ETF shares in Q2 2026, an estimated $2.62K.
  • Dimensional Global Credit ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3382 holding.
  • LPL Financial first reported a position in Dimensional Global Credit ETF in Q2 2024 and has held it in 8 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.