MSWM
DGCB icon

Master's Wealth Management’s Dimensional Global Credit ETF DGCB Stock Holding History

Master's Wealth 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 		$880K Sell
16,262
-3,334
-17% -$182K 0.3% 21
2025
Q4 		$1.06M Sell
19,596
-61,037
-76% -$3.36M 0.38% 18
2025
Q3 		$4.47M Buy
80,633
+2,367
+3% +$130K 1.94% 11
2025
Q2 		$4.24M Buy
78,266
+1,540
+2% +$81.8K 1.98% 11
2025
Q1 		$4.08M Buy
76,726
+1,047
+1% +$55.4K 2.14% 10
2024
Q4 		$3.98M Buy
+75,679
New +$4.07M 2.13% 10

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
Envestnet Asset Management
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Master's Wealth Management's DGCB Position: Q1 2026 in Review

Master's Wealth Management reduced its Dimensional Global Credit ETF (DGCB) stake by 17% in Q1 2026, selling an estimated $182K and leaving 16,262 shares worth $880K. The position accounts for 0.3% of the portfolio, ranked #21.

Master's Wealth Management first reported a position in DGCB in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.47M in Q3 2025. 122 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

  • Master's Wealth Management held 16,262 shares of Dimensional Global Credit ETF worth $880K as of Q1 2026.
  • Master's Wealth Management sold 3,334 Dimensional Global Credit ETF shares in Q1 2026, an estimated $182K.
  • Dimensional Global Credit ETF made up 0.3% of Master's Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Master's Wealth Management first reported a position in Dimensional Global Credit ETF in Q4 2024 and has held it in 6 quarters since.
  • Master's Wealth Management's Dimensional Global Credit ETF position peaked at $4.47M in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

Based on Master's Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.