NewEdge Advisors’s Dimensional Global Credit ETF DGCB Stock Holding History

NewEdge Advisors’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	$10.2M	Buy	187,982 +1,485	+0.8%	+$81K	0.04%	453
2025 Q4	$10.1M	Sell	186,497 -51,648	-22%	-$2.84M	0.04%	425
2025 Q3	$13.2M	Sell	238,145 -31,397	-12%	-$1.72M	0.06%	326
2025 Q2	$14.6M	Sell	269,542 -67,640	-20%	-$3.59M	0.08%	261
2025 Q1	$17.9M	Sell	337,182 -388,076	-54%	-$20.5M	0.11%	194
2024 Q4	$38.1M	Sell	725,258 -48,298	-6%	-$2.59M	0.23%	91
2024 Q3	$42.4M	Buy	773,556 +716,539	+1,257%	+$38.6M	0.28%	79
2024 Q2	$3M	Buy	57,017 +36,446	+177%	+$1.91M	0.02%	603
2024 Q1	$1.09M	Sell	20,571 -7,430	-27%	-$392K	0.01%	965
2023 Q4	$1.47M	Buy	+28,001	New	+$1.45M	0.01%	777

Other funds holding DGCB

VAS

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

IAS

Integrity Advisory Solutions Dallas, Texas $757M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

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

TAWM

Three Arch Wealth Management Irvine, California $556M AUM

TWC

Tencap Wealth Coaching South Jordan, Utah $266M AUM

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

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

NewEdge Advisors's DGCB Position: Q1 2026 in Review

NewEdge Advisors increased its Dimensional Global Credit ETF (DGCB) stake by 0.8% in Q1 2026, buying an estimated $81K and bringing the position to 187,982 shares worth $10.2M. The position accounts for 0.04% of the portfolio, ranked #453.

NewEdge Advisors first reported a position in DGCB in Q4 2023 and has held it in 10 quarters since. The position peaked at $42.4M in Q3 2024. 122 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

NewEdge Advisors held 187,982 shares of Dimensional Global Credit ETF worth $10.2M as of Q1 2026.
NewEdge Advisors bought 1,485 Dimensional Global Credit ETF shares in Q1 2026, an estimated $81K.
Dimensional Global Credit ETF made up 0.04% of NewEdge Advisors's portfolio in Q1 2026, its #453 holding.
NewEdge Advisors first reported a position in Dimensional Global Credit ETF in Q4 2023 and has held it in 10 quarters since.
NewEdge Advisors's Dimensional Global Credit ETF position peaked at $42.4M in Q3 2024.
122 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.