OneDigital Investment Advisors’s Dimensional Global Credit ETF DGCB Stock Holding History

OneDigital Investment 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	$19.2M	Buy	351,603 +42,892	+14%	+$2.34M	0.16%	119
2026 Q1	$16.7M	Buy	308,711 +37,308	+14%	+$2.04M	0.16%	124
2025 Q4	$14.7M	Buy	271,403 +90,636	+50%	+$4.99M	0.14%	133
2025 Q3	$10M	Buy	180,767 +1,476	+0.8%	+$80.8K	0.1%	171
2025 Q2	$9.72M	Buy	179,291 +20,781	+13%	+$1.1M	0.11%	162
2025 Q1	$8.43M	Buy	158,510 +12,795	+9%	+$677K	0.1%	169
2024 Q4	$7.66M	Buy	145,715 +38,023	+35%	+$2.04M	0.09%	176
2024 Q3	$5.91M	Buy	107,692 +26,816	+33%	+$1.44M	0.07%	221
2024 Q2	$4.26M	Buy	80,876 +16,961	+27%	+$890K	0.05%	260
2024 Q1	$3.38M	Buy	+63,915	New	+$3.37M	0.05%	239

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

OneDigital Investment Advisors's DGCB Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Dimensional Global Credit ETF (DGCB) stake by 14% in Q2 2026, buying an estimated $2.34M and bringing the position to 351,603 shares worth $19.2M. The position accounts for 0.16% of the portfolio, ranked #119.

OneDigital Investment Advisors first reported a position in DGCB in Q1 2024 and has held it in 10 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

OneDigital Investment Advisors held 351,603 shares of Dimensional Global Credit ETF worth $19.2M as of Q2 2026.
OneDigital Investment Advisors bought 42,892 Dimensional Global Credit ETF shares in Q2 2026, an estimated $2.34M.
Dimensional Global Credit ETF made up 0.16% of OneDigital Investment Advisors's portfolio in Q2 2026, its #119 holding.
OneDigital Investment Advisors first reported a position in Dimensional Global Credit ETF in Q1 2024 and has held it in 10 quarters since.
135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.