Prosperity Capital Advisors
DGCB icon

Prosperity Capital Advisors’s Dimensional Global Credit ETF DGCB Stock Holding History

Prosperity Capital 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
Q3 		$8.28M Buy
159,445
+11,124
+7% +$593K 0.41% 42
2026
Q2 		$8.11M Buy
148,321
+7,300
+5% +$399K 0.4% 45
2026
Q1 		$7.63M Buy
141,021
+12,160
+9% +$663K 0.43% 42
2025
Q4 		$6.99M Sell
128,861
-19,274
-13% -$1.06M 0.42% 44
2025
Q3 		$8.21M Buy
148,135
+4,832
+3% +$264K 0.48% 46
2025
Q2 		$7.77M Buy
143,303
+2,638
+2% +$140K 0.51% 44
2025
Q1 		$7.49M Buy
140,665
+7,829
+6% +$414K 0.59% 38
2024
Q4 		$6.99M Buy
132,836
+46,494
+54% +$2.5M 0.57% 35
2024
Q3 		$4.73M Buy
+86,342
New +$4.65M 0.4% 51

Other funds holding DGCB

Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Outbound Financial Inc
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Beacon Hill Wealth Management
Beacon Hill Wealth Management Victoria $164M AUM
SageOak Financial
SageOak Financial Tulsa, Oklahoma $154M AUM 8.16% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Prosperity Capital Advisors's DGCB Position: Q3 2026 in Review

Prosperity Capital Advisors increased its Dimensional Global Credit ETF (DGCB) stake by 7.5% in Q3 2026, buying an estimated $593K and bringing the position to 159,445 shares worth $8.28M. The position accounts for 0.41% of the portfolio, ranked #42.

Prosperity Capital Advisors first reported a position in DGCB in Q3 2024 and has held it in 9 quarters since. 47 funds tracked by Wall St. Rank hold DGCB as of Q3 2026.

  • Prosperity Capital Advisors held 159,445 shares of Dimensional Global Credit ETF worth $8.28M as of Q3 2026.
  • Prosperity Capital Advisors bought 11,124 Dimensional Global Credit ETF shares in Q3 2026, an estimated $593K.
  • Dimensional Global Credit ETF made up 0.41% of Prosperity Capital Advisors's portfolio in Q3 2026, its #42 holding.
  • Prosperity Capital Advisors first reported a position in Dimensional Global Credit ETF in Q3 2024 and has held it in 9 quarters since.
  • 47 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.