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

Sterling 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 		$832K Hold
15,212
– – 0.21% 48
2026
Q1 		$823K Buy
+15,212
New +$830K 0.23% 49

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

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

Sterling Wealth Management held its Dimensional Global Credit ETF (DGCB) position steady in Q2 2026 at 15,212 shares worth $832K. The position accounts for 0.21% of the portfolio, ranked #48.

Sterling Wealth Management first reported a position in DGCB in Q1 2026 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Sterling Wealth Management held 15,212 shares of Dimensional Global Credit ETF worth $832K as of Q2 2026.
  • Sterling Wealth Management left its Dimensional Global Credit ETF share count unchanged in Q2 2026.
  • Dimensional Global Credit ETF made up 0.21% of Sterling Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Sterling Wealth Management first reported a position in Dimensional Global Credit ETF in Q1 2026 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.