Raymond James Financial
DGCB icon

Raymond James Financial’s Dimensional Global Credit ETF DGCB Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-2,040
Closed -$111K – 5414
2025
Q2 		$111K Buy
+2,040
New +$108K ﹤0.01% 4825

Other funds holding DGCB

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return

Raymond James Financial's DGCB Position: Q3 2025 in Review

Raymond James Financial sold out of Dimensional Global Credit ETF (DGCB) in Q3 2025, closing a stake of 2,040 shares — an estimated $111K sold.

Raymond James Financial first reported a position in DGCB in Q2 2025 and held it in 1 quarter. The position peaked at $111K in Q2 2025. 96 funds tracked by Wall St. Rank hold DGCB as of Q3 2025.

  • Raymond James Financial reported no remaining Dimensional Global Credit ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 2,040 Dimensional Global Credit ETF shares in Q3 2025, an estimated $111K.
  • Raymond James Financial first reported a position in Dimensional Global Credit ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Dimensional Global Credit ETF position peaked at $111K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.