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Ponta Wealth Partners’s Dimensional Global Credit ETF DGCB Stock Holding History

Ponta Wealth Partners’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 		$589K Buy
+10,781
New +$589K 0.32% 80

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IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IA
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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
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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

Ponta Wealth Partners's DGCB Position: Q2 2026 in Review

Ponta Wealth Partners opened a new position in Dimensional Global Credit ETF (DGCB) in Q2 2026: 10,781 shares worth $589K. The stake represents 0.32% of the portfolio and ranks #80 among its holdings.

135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Ponta Wealth Partners held 10,781 shares of Dimensional Global Credit ETF worth $589K as of Q2 2026.
  • Dimensional Global Credit ETF was a new Ponta Wealth Partners position in Q2 2026.
  • Dimensional Global Credit ETF made up 0.32% of Ponta Wealth Partners's portfolio in Q2 2026, its #80 holding.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Ponta Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.