SageOak Financial’s Dimensional Global Credit ETF DGCB Stock Holding History

SageOak 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
2026 Q2	$7.61M	Buy	139,121 +7,855	+6%	+$429K	4.97%	7
2026 Q1	$7.11M	Buy	131,266 +6,270	+5%	+$342K	5.02%	7
2025 Q4	$6.78M	Buy	124,996 +4,903	+4%	+$270K	4.91%	7
2025 Q3	$6.66M	Buy	120,093 +6,849	+6%	+$375K	4.9%	7
2025 Q2	$6.14M	Buy	113,244 +9,975	+10%	+$530K	4.91%	7
2025 Q1	$5.49M	Buy	103,269 +43,070	+72%	+$2.28M	4.87%	7
2024 Q4	$3.17M	Buy	+60,199	New	+$3.23M	2.89%	8

Other funds holding DGCB

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Outbound Financial Inc Boulder, Colorado $154M AUM 16.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Cypress Financial Planning Haddon Heights, New Jersey $408M AUM 13.08% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return