Silver Oak Securities
DGCB icon

Silver Oak Securities’s Dimensional Global Credit ETF DGCB Stock Holding History

Silver Oak Securities’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 		$489K Buy
8,941
+434
+5% +$23.7K 0.03% 481
2026
Q1 		$461K Buy
8,507
+261
+3% +$14.2K 0.03% 466
2025
Q4 		$448K Sell
8,246
-331
-4% -$18.2K 0.03% 494
2025
Q3 		$476K Buy
8,577
+227
+3% +$12.4K 0.04% 442
2025
Q2 		$453K Buy
8,350
+728
+10% +$38.6K 0.04% 436
2025
Q1 		$404K Buy
7,622
+435
+6% +$23K 0.04% 422
2024
Q4 		$379K Buy
7,187
+449
+7% +$24.1K 0.04% 443
2024
Q3 		$369K Buy
6,738
+2,891
+75% +$156K 0.04% 385
2024
Q2 		$203K Buy
+3,847
New +$202K 0.03% 373

Other funds holding DGCB

Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Integrity Advisory Solutions
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
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Tencap Wealth Coaching
Tencap Wealth Coaching South Jordan, Utah $315M AUM
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Wealth Advisors Northwest
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Silver Oak Securities's DGCB Position: Q2 2026 in Review

Silver Oak Securities increased its Dimensional Global Credit ETF (DGCB) stake by 5.1% in Q2 2026, buying an estimated $23.7K and bringing the position to 8,941 shares worth $489K. The position accounts for 0.03% of the portfolio, ranked #481.

Silver Oak Securities first reported a position in DGCB in Q2 2024 and has held it in 9 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Silver Oak Securities held 8,941 shares of Dimensional Global Credit ETF worth $489K as of Q2 2026.
  • Silver Oak Securities bought 434 Dimensional Global Credit ETF shares in Q2 2026, an estimated $23.7K.
  • Dimensional Global Credit ETF made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #481 holding.
  • Silver Oak Securities first reported a position in Dimensional Global Credit ETF in Q2 2024 and has held it in 9 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.