Strategic Investment Solutions’s Dimensional Global Credit ETF DGCB Stock Holding History

Strategic Investment Solutions’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	$389K	Sell	7,124 -250	-3%	-$13.7K	0.09%	107
2026 Q1	$399K	Sell	7,374 -81	-1%	-$4.42K	0.1%	106
2025 Q4	$404K	Sell	7,455 -1,689	-18%	-$93K	0.1%	98
2025 Q3	$507K	Sell	9,144 -418	-4%	-$22.9K	0.13%	93
2025 Q2	$518K	Sell	9,562 -4,027	-30%	-$214K	0.16%	83
2025 Q1	$723K	Sell	13,589 -18,951	-58%	-$1M	0.21%	59
2024 Q4	$1.78M	Buy	32,540 +6,027	+23%	+$324K	0.6%	33
2024 Q3	$1.45M	Sell	26,513 -2,395	-8%	-$129K	0.44%	42
2024 Q2	$1.55M	Buy	+28,908	New	+$1.52M	0.5%	39
2023 Q4	$2.13M	Buy	+40,199	New	+$2.08M	0.37%	45

Other funds holding DGCB

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Cypress Financial Planning Haddon Heights, New Jersey $408M AUM 13.08% 1-Year Est. Return

Clarity Capital Advisors Lakewood Ranch, Florida $239M AUM 19.07% 1-Year Est. Return

Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return