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 Q2	$10.9M	Buy	199,814 +11,832	+6%	+$646K	0.03%	481
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 $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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

NewEdge Advisors's DGCB Position: Q2 2026 in Review

NewEdge Advisors increased its Dimensional Global Credit ETF (DGCB) stake by 6.3% in Q2 2026, buying an estimated $646K and bringing the position to 199,814 shares worth $10.9M. The position accounts for 0.03% of the portfolio, ranked #481.

NewEdge Advisors first reported a position in DGCB in Q4 2023 and has held it in 11 quarters since. The position peaked at $42.4M in Q3 2024. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

NewEdge Advisors held 199,814 shares of Dimensional Global Credit ETF worth $10.9M as of Q2 2026.
NewEdge Advisors bought 11,832 Dimensional Global Credit ETF shares in Q2 2026, an estimated $646K.
Dimensional Global Credit ETF made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #481 holding.
NewEdge Advisors first reported a position in Dimensional Global Credit ETF in Q4 2023 and has held it in 11 quarters since.
NewEdge Advisors's Dimensional Global Credit ETF position peaked at $42.4M in Q3 2024.
135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.