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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
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 $9.02B AUM 20.58% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M AUM
TWC
Tencap Wealth Coaching South Jordan, Utah $266M AUM
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Simplicity Wealth's DGCB Position: Q1 2026 in Review

Simplicity Wealth increased its Dimensional Global Credit ETF (DGCB) stake by 7.3% in Q1 2026, buying an estimated $117K and bringing the position to 31,585 shares worth $1.71M. The position accounts for 0.1% of the portfolio, ranked #207.

Simplicity Wealth first reported a position in DGCB in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.92M in Q3 2025. 122 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

  • Simplicity Wealth held 31,585 shares of Dimensional Global Credit ETF worth $1.71M as of Q1 2026.
  • Simplicity Wealth bought 2,136 Dimensional Global Credit ETF shares in Q1 2026, an estimated $117K.
  • Dimensional Global Credit ETF made up 0.1% of Simplicity Wealth's portfolio in Q1 2026, its #207 holding.
  • Simplicity Wealth first reported a position in Dimensional Global Credit ETF in Q1 2025 and has held it in 4 quarters since.
  • Simplicity Wealth's Dimensional Global Credit ETF position peaked at $2.92M in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.