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DGCB icon

Simplicity Wealth’s Dimensional Global Credit ETF DGCB Stock Holding History

Simplicity Wealth’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 		$2.06M Buy
37,733
+6,148
+19% +$336K 0.07% 272
2026
Q1 		$1.71M Buy
31,585
+2,136
+7% +$117K 0.1% 207
2025
Q4 		$1.6M Sell
29,449
-23,154
-44% -$1.28M 0.1% 203
2025
Q3 		$2.92M Buy
+52,603
New +$2.88M 0.17% 133
2025
Q2 		– Sell
-51,974
Closed -$2.76M – 611
2025
Q1 		$2.76M Buy
+51,974
New +$2.75M 0.21% 116

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

Simplicity Wealth's DGCB Position: Q2 2026 in Review

Simplicity Wealth increased its Dimensional Global Credit ETF (DGCB) stake by 19% in Q2 2026, buying an estimated $336K and bringing the position to 37,733 shares worth $2.06M. The position accounts for 0.07% of the portfolio, ranked #272.

Simplicity Wealth first reported a position in DGCB in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.92M in Q3 2025. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Simplicity Wealth held 37,733 shares of Dimensional Global Credit ETF worth $2.06M as of Q2 2026.
  • Simplicity Wealth bought 6,148 Dimensional Global Credit ETF shares in Q2 2026, an estimated $336K.
  • Dimensional Global Credit ETF made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #272 holding.
  • Simplicity Wealth first reported a position in Dimensional Global Credit ETF in Q1 2025 and has held it in 5 quarters since.
  • Simplicity Wealth's Dimensional Global Credit ETF position peaked at $2.92M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.