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Millstone Evans Group’s Dimensional Global Credit ETF DGCB Stock Holding History

Millstone Evans 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 		$116K Buy
2,124
+111
+6% +$6.06K 0.06% 218
2026
Q1 		$109K Buy
2,013
+21
+1% +$1.15K 0.07% 221
2025
Q4 		$108K Sell
1,992
-44
-2% -$2.42K 0.06% 220
2025
Q3 		$113K Sell
2,036
-1,905
-48% -$104K 0.07% 196
2025
Q2 		$214K Sell
3,941
-7,566
-66% -$402K 0.15% 115
2025
Q1 		$612K Buy
11,507
+371
+3% +$19.6K 0.42% 48
2024
Q4 		$586K Buy
+11,136
New +$598K 0.4% 50

Other funds holding DGCB

IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Millstone Evans Group's DGCB Position: Q2 2026 in Review

Millstone Evans Group increased its Dimensional Global Credit ETF (DGCB) stake by 5.5% in Q2 2026, buying an estimated $6.06K and bringing the position to 2,124 shares worth $116K. The position accounts for 0.06% of the portfolio, ranked #218.

Millstone Evans Group first reported a position in DGCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $612K in Q1 2025. 113 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Millstone Evans Group held 2,124 shares of Dimensional Global Credit ETF worth $116K as of Q2 2026.
  • Millstone Evans Group bought 111 Dimensional Global Credit ETF shares in Q2 2026, an estimated $6.06K.
  • Dimensional Global Credit ETF made up 0.06% of Millstone Evans Group's portfolio in Q2 2026, its #218 holding.
  • Millstone Evans Group first reported a position in Dimensional Global Credit ETF in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Dimensional Global Credit ETF position peaked at $612K in Q1 2025.
  • 113 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.