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RFG Advisory’s Dimensional Global Credit ETF DGCB Stock Holding History

RFG Advisory’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 		$15.6M Buy
285,441
+13,448
+5% +$734K 0.24% 56
2026
Q1 		$14.7M Buy
271,993
+11,743
+5% +$641K 0.27% 59
2025
Q4 		$14.1M Buy
260,250
+12,348
+5% +$680K 0.27% 58
2025
Q3 		$13.7M Buy
247,902
+1,343
+0.5% +$73.5K 0.28% 55
2025
Q2 		$13.4M Sell
246,559
-10,422
-4% -$553K 0.31% 52
2025
Q1 		$13.7M Buy
256,981
+250,357
+3,780% +$13.2M 0.37% 42
2024
Q4 		$348K Sell
6,624
-9,923
-60% -$533K 0.01% 612
2024
Q3 		$907K Buy
16,547
+1,378
+9% +$74.3K 0.03% 380
2024
Q2 		$799K Buy
15,169
+2,883
+23% +$151K 0.03% 389
2024
Q1 		$651K Buy
+12,286
New +$648K 0.02% 448

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

RFG Advisory's DGCB Position: Q2 2026 in Review

RFG Advisory increased its Dimensional Global Credit ETF (DGCB) stake by 4.9% in Q2 2026, buying an estimated $734K and bringing the position to 285,441 shares worth $15.6M. The position accounts for 0.24% of the portfolio, ranked #56.

RFG Advisory first reported a position in DGCB in Q1 2024 and has held it in 10 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • RFG Advisory held 285,441 shares of Dimensional Global Credit ETF worth $15.6M as of Q2 2026.
  • RFG Advisory bought 13,448 Dimensional Global Credit ETF shares in Q2 2026, an estimated $734K.
  • Dimensional Global Credit ETF made up 0.24% of RFG Advisory's portfolio in Q2 2026, its #56 holding.
  • RFG Advisory first reported a position in Dimensional Global Credit ETF in Q1 2024 and has held it in 10 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.