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

Porter White 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	$1.37M	Buy	25,120 +830	+3%	+$45.3K	0.53%	23
2026 Q1	$1.31M	Buy	24,290 +1,697	+8%	+$92.6K	0.53%	21
2025 Q4	$1.23M	Buy	22,593 +3,598	+19%	+$198K	0.5%	23
2025 Q3	$1.05M	Buy	18,995 +9,726	+105%	+$532K	0.45%	21
2025 Q2	$503K	Buy	9,269 +3,439	+59%	+$183K	0.23%	28
2025 Q1	$310K	Buy	+5,830	New	+$308K	0.15%	31

Other funds holding DGCB

IAS

Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 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

WAN

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MWM

Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

Porter White Investment Advisors's DGCB Position: Q2 2026 in Review

Porter White Investment Advisors increased its Dimensional Global Credit ETF (DGCB) stake by 3.4% in Q2 2026, buying an estimated $45.3K and bringing the position to 25,120 shares worth $1.37M. The position accounts for 0.53% of the portfolio, ranked #23.

Porter White Investment Advisors first reported a position in DGCB in Q1 2025 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

Porter White Investment Advisors held 25,120 shares of Dimensional Global Credit ETF worth $1.37M as of Q2 2026.
Porter White Investment Advisors bought 830 Dimensional Global Credit ETF shares in Q2 2026, an estimated $45.3K.
Dimensional Global Credit ETF made up 0.53% of Porter White Investment Advisors's portfolio in Q2 2026, its #23 holding.
Porter White Investment Advisors first reported a position in Dimensional Global Credit ETF in Q1 2025 and has held it in 6 quarters since.
78 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.