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Sowell Financial Services’s Dimensional Global Credit ETF DGCB Stock Holding History

Sowell Financial Services’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 		$2.3M Buy
42,038
+2,226
+6% +$122K 0.08% 287
2026
Q1 		$2.16M Buy
39,812
+2,009
+5% +$110K 0.08% 267
2025
Q4 		$2.05M Buy
37,803
+4,546
+14% +$250K 0.08% 270
2025
Q3 		$1.84M Buy
33,257
+7,150
+27% +$391K 0.07% 299
2025
Q2 		$1.42M Buy
26,107
+1,313
+5% +$69.7K 0.06% 335
2025
Q1 		$1.32M Buy
24,794
+657
+3% +$34.8K 0.06% 319
2024
Q4 		$1.27M Buy
24,137
+7,020
+41% +$377K 0.07% 277
2024
Q3 		$939K Buy
+17,117
New +$922K 0.04% 347

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

Sowell Financial Services's DGCB Position: Q2 2026 in Review

Sowell Financial Services increased its Dimensional Global Credit ETF (DGCB) stake by 5.6% in Q2 2026, buying an estimated $122K and bringing the position to 42,038 shares worth $2.3M. The position accounts for 0.08% of the portfolio, ranked #287.

Sowell Financial Services first reported a position in DGCB in Q3 2024 and has held it in 8 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Sowell Financial Services held 42,038 shares of Dimensional Global Credit ETF worth $2.3M as of Q2 2026.
  • Sowell Financial Services bought 2,226 Dimensional Global Credit ETF shares in Q2 2026, an estimated $122K.
  • Dimensional Global Credit ETF made up 0.08% of Sowell Financial Services's portfolio in Q2 2026, its #287 holding.
  • Sowell Financial Services first reported a position in Dimensional Global Credit ETF in Q3 2024 and has held it in 8 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.