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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 4.95% 7
2026
Q1 		$7.11M Buy
131,266
+6,270
+5% +$342K 4.99% 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

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

SageOak Financial's DGCB Position: Q2 2026 in Review

SageOak Financial increased its Dimensional Global Credit ETF (DGCB) stake by 6% in Q2 2026, buying an estimated $429K and bringing the position to 139,121 shares worth $7.61M. The position accounts for 4.95% of the portfolio, ranked #7.

SageOak Financial first reported a position in DGCB in Q4 2024 and has held it in 7 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • SageOak Financial held 139,121 shares of Dimensional Global Credit ETF worth $7.61M as of Q2 2026.
  • SageOak Financial bought 7,855 Dimensional Global Credit ETF shares in Q2 2026, an estimated $429K.
  • Dimensional Global Credit ETF made up 4.95% of SageOak Financial's portfolio in Q2 2026, its #7 holding.
  • SageOak Financial first reported a position in Dimensional Global Credit ETF in Q4 2024 and has held it in 7 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.