Meredith Wealth Planning’s Dimensional Global Credit ETF DGCB Stock Holding History

Meredith Wealth Planning’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	$2.15M	Sell	39,405 -3,446	-8%	-$188K	0.51%	24
2026 Q1	$2.32M	Sell	42,851 -3,945	-8%	-$215K	0.63%	22
2025 Q4	$2.54M	Sell	46,796 -2,918	-6%	-$161K	0.76%	22
2025 Q3	$2.76M	Buy	49,714 +10,994	+28%	+$602K	0.87%	19
2025 Q2	$2.1M	Buy	38,720 +3,986	+11%	+$212K	0.76%	19
2025 Q1	$1.85M	Buy	34,734 +2,120	+7%	+$112K	0.81%	22
2024 Q4	$1.72M	Buy	32,614 +21,031	+182%	+$1.13M	0.76%	21
2024 Q3	$635K	Buy	+11,583	New	+$624K	0.3%	30

Other funds holding DGCB

IAS

Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

TWC

Tencap Wealth Coaching South Jordan, Utah $315M AUM

WAN

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MWM

Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Meredith Wealth Planning's DGCB Position: Q2 2026 in Review

Meredith Wealth Planning reduced its Dimensional Global Credit ETF (DGCB) stake by 8% in Q2 2026, selling an estimated $188K and leaving 39,405 shares worth $2.15M. The position accounts for 0.51% of the portfolio, ranked #24.

Meredith Wealth Planning first reported a position in DGCB in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.76M in Q3 2025. 67 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

Meredith Wealth Planning held 39,405 shares of Dimensional Global Credit ETF worth $2.15M as of Q2 2026.
Meredith Wealth Planning sold 3,446 Dimensional Global Credit ETF shares in Q2 2026, an estimated $188K.
Dimensional Global Credit ETF made up 0.51% of Meredith Wealth Planning's portfolio in Q2 2026, its #24 holding.
Meredith Wealth Planning first reported a position in Dimensional Global Credit ETF in Q3 2024 and has held it in 8 quarters since.
Meredith Wealth Planning's Dimensional Global Credit ETF position peaked at $2.76M in Q3 2025.
67 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.