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RCS Financial Planning’s Dimensional Global Credit ETF DGCB Stock Holding History

RCS Financial Planning’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 		$298K Sell
5,457
-4,187
-43% -$229K 0.14% 87
2026
Q1 		$522K Sell
9,644
-86
-0.9% -$4.69K 0.27% 65
2025
Q4 		$528K Sell
9,730
-2,795
-22% -$154K 0.23% 64
2025
Q3 		$695K Buy
12,525
+581
+5% +$31.8K 0.31% 54
2025
Q2 		$648K Sell
11,944
-603
-5% -$32K 0.32% 50
2025
Q1 		$667K Sell
12,547
-3,996
-24% -$211K 0.35% 49
2024
Q4 		$870K Buy
+16,543
New +$889K 0.46% 37

Other funds holding DGCB

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
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
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
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
Tencap Wealth Coaching South Jordan, Utah $315M AUM
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

RCS Financial Planning's DGCB Position: Q2 2026 in Review

RCS Financial Planning reduced its Dimensional Global Credit ETF (DGCB) stake by 43% in Q2 2026, selling an estimated $229K and leaving 5,457 shares worth $298K. The position accounts for 0.14% of the portfolio, ranked #87.

RCS Financial Planning first reported a position in DGCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $870K in Q4 2024. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • RCS Financial Planning held 5,457 shares of Dimensional Global Credit ETF worth $298K as of Q2 2026.
  • RCS Financial Planning sold 4,187 Dimensional Global Credit ETF shares in Q2 2026, an estimated $229K.
  • Dimensional Global Credit ETF made up 0.14% of RCS Financial Planning's portfolio in Q2 2026, its #87 holding.
  • RCS Financial Planning first reported a position in Dimensional Global Credit ETF in Q4 2024 and has held it in 7 quarters since.
  • RCS Financial Planning's Dimensional Global Credit ETF position peaked at $870K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.