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DGCB icon

Selective Wealth Management’s Dimensional Global Credit ETF DGCB Stock Holding History

Selective Wealth Management’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 		$1.08M Buy
19,906
+8,619
+76% +$471K 0.28% 43
2026
Q1 		$613K Buy
11,287
+6,985
+162% +$381K 0.18% 66
2025
Q4 		$235K Buy
4,302
+626
+17% +$34.5K 0.07% 95
2025
Q3 		$204K Buy
+3,676
New +$201K 0.07% 100

Other funds holding DGCB

TWC
Tencap Wealth Coaching South Jordan, Utah $315M AUM
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $154M AUM 16.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Selective Wealth Management's DGCB Position: Q2 2026 in Review

Selective Wealth Management increased its Dimensional Global Credit ETF (DGCB) stake by 76% in Q2 2026, buying an estimated $471K and bringing the position to 19,906 shares worth $1.08M. The position accounts for 0.28% of the portfolio, ranked #43.

Selective Wealth Management first reported a position in DGCB in Q3 2025 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Selective Wealth Management held 19,906 shares of Dimensional Global Credit ETF worth $1.08M as of Q2 2026.
  • Selective Wealth Management bought 8,619 Dimensional Global Credit ETF shares in Q2 2026, an estimated $471K.
  • Dimensional Global Credit ETF made up 0.28% of Selective Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Selective Wealth Management first reported a position in Dimensional Global Credit ETF in Q3 2025 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.