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

Mattern 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
Q2 		$15M Buy
275,196
+8,994
+3% +$491K 2.47% 11
2026
Q1 		$14.4M Buy
266,202
+18,339
+7% +$1M 2.81% 11
2025
Q4 		$13.4M Buy
247,863
+14,674
+6% +$808K 2.59% 11
2025
Q3 		$12.9M Buy
233,189
+13,470
+6% +$737K 2.58% 11
2025
Q2 		$11.9M Buy
219,719
+30,953
+16% +$1.64M 2.48% 11
2025
Q1 		$10M Buy
188,766
+14,691
+8% +$777K 2.22% 13
2024
Q4 		$9.16M Sell
174,075
-6,709
-4% -$360K 2.02% 13
2024
Q3 		$9.91M Buy
180,784
+104,158
+136% +$5.61M 2.18% 12
2024
Q2 		$4.04M Buy
76,626
+30,092
+65% +$1.58M 0.97% 23
2024
Q1 		$2.46M Buy
+46,534
New +$2.45M 0.6% 50

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

Mattern Wealth Management's DGCB Position: Q2 2026 in Review

Mattern Wealth Management increased its Dimensional Global Credit ETF (DGCB) stake by 3.4% in Q2 2026, buying an estimated $491K and bringing the position to 275,196 shares worth $15M. The position accounts for 2.47% of the portfolio, ranked #11.

Mattern Wealth Management first reported a position in DGCB in Q1 2024 and has held it in 10 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Mattern Wealth Management held 275,196 shares of Dimensional Global Credit ETF worth $15M as of Q2 2026.
  • Mattern Wealth Management bought 8,994 Dimensional Global Credit ETF shares in Q2 2026, an estimated $491K.
  • Dimensional Global Credit ETF made up 2.47% of Mattern Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Mattern Wealth Management first reported a position in Dimensional Global Credit ETF in Q1 2024 and has held it in 10 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.