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 Q3	$7.61M	Buy	146,606 +7,485	+5%	+$399K	4.95%	7
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

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Beacon Hill Wealth Management Victoria $164M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

SageOak Financial's DGCB Position: Q3 2026 in Review

SageOak Financial increased its Dimensional Global Credit ETF (DGCB) stake by 5.4% in Q3 2026, buying an estimated $399K and bringing the position to 146,606 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 8 quarters since. 44 funds tracked by Wall St. Rank hold DGCB as of Q3 2026.

SageOak Financial held 146,606 shares of Dimensional Global Credit ETF worth $7.61M as of Q3 2026.
SageOak Financial bought 7,485 Dimensional Global Credit ETF shares in Q3 2026, an estimated $399K.
Dimensional Global Credit ETF made up 4.95% of SageOak Financial's portfolio in Q3 2026, its #7 holding.
SageOak Financial first reported a position in Dimensional Global Credit ETF in Q4 2024 and has held it in 8 quarters since.
44 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q3 2026.

Based on SageOak Financial's 13F filing for Q3 2026, filed 19 Oct 2026.