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 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

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

Integrity Alliance Urbandale, Iowa $2.63B AUM 16.75% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $556M AUM

Tencap Wealth Coaching South Jordan, Utah $266M AUM

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return