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Merit Financial Group’s Dimensional Global Credit ETF DGCB Stock Holding History

Merit Financial Group’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 		$379K Buy
6,926
+79
+1% +$4.31K ﹤0.01% 1672
2026
Q1 		$371K Buy
6,847
+873
+15% +$47.6K ﹤0.01% 1541
2025
Q4 		$324K Buy
5,974
+1,712
+40% +$94.3K ﹤0.01% 1515
2025
Q3 		$236K Sell
4,262
-1
-0% -$55 ﹤0.01% 1573
2025
Q2 		$231K Buy
4,263
+50
+1% +$2.65K ﹤0.01% 1478
2025
Q1 		$224K Buy
+4,213
New +$223K ﹤0.01% 1241

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

Merit Financial Group's DGCB Position: Q2 2026 in Review

Merit Financial Group increased its Dimensional Global Credit ETF (DGCB) stake by 1.2% in Q2 2026, buying an estimated $4.31K and bringing the position to 6,926 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Merit Financial Group first reported a position in DGCB in Q1 2025 and has held it in 6 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Merit Financial Group held 6,926 shares of Dimensional Global Credit ETF worth $379K as of Q2 2026.
  • Merit Financial Group bought 79 Dimensional Global Credit ETF shares in Q2 2026, an estimated $4.31K.
  • Dimensional Global Credit ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1672 holding.
  • Merit Financial Group first reported a position in Dimensional Global Credit ETF in Q1 2025 and has held it in 6 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.