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Orion Portfolio Solutions’s Dimensional Global Credit ETF DGCB Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$3.35M Sell
62,924
-1,501
-2% -$79.4K 0.03% 485
2024
Q4 		$3.39M Buy
64,425
+9,665
+18% +$519K 0.03% 451
2024
Q3 		$3M Sell
54,760
-2,449
-4% -$132K 0.03% 505
2024
Q2 		$3.01M Buy
57,209
+12,920
+29% +$678K 0.03% 474
2024
Q1 		$2.35M Buy
44,289
+7,021
+19% +$370K 0.03% 588
2023
Q4 		$1.97M Buy
+37,268
New +$1.93M 0.02% 640

Other funds holding DGCB

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DB
Dravo Bay Rehoboth Beach, Delaware $246M AUM 15.09% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

Orion Portfolio Solutions's DGCB Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Dimensional Global Credit ETF (DGCB) stake by 2.3% in Q1 2025, selling an estimated $79.4K and leaving 62,924 shares worth $3.35M. The position accounts for 0.03% of the portfolio, ranked #485.

Orion Portfolio Solutions first reported a position in DGCB in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.39M in Q4 2024. 71 funds tracked by Wall St. Rank hold DGCB as of Q1 2025.

  • Orion Portfolio Solutions held 62,924 shares of Dimensional Global Credit ETF worth $3.35M as of Q1 2025.
  • Orion Portfolio Solutions sold 1,501 Dimensional Global Credit ETF shares in Q1 2025, an estimated $79.4K.
  • Dimensional Global Credit ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #485 holding.
  • Orion Portfolio Solutions first reported a position in Dimensional Global Credit ETF in Q4 2023 and has held it in 6 quarters since.
  • Orion Portfolio Solutions's Dimensional Global Credit ETF position peaked at $3.39M in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.