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Strategic Wealth Partners’s Dimensional Global Credit ETF DGCB Stock Holding History

Strategic Wealth Partners’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 		$12.1K Buy
224
+6
+3% +$327 ﹤0.01% 845
2025
Q4 		$11.8K Sell
218
-5,917
-96% -$326K ﹤0.01% 844
2025
Q3 		$340K Buy
+6,135
New +$336K 0.03% 267

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 $832M AUM 20.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Strategic Wealth Partners's DGCB Position: Q1 2026 in Review

Strategic Wealth Partners increased its Dimensional Global Credit ETF (DGCB) stake by 2.8% in Q1 2026, buying an estimated $327 and bringing the position to 224 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Strategic Wealth Partners first reported a position in DGCB in Q3 2025 and has held it in 3 quarters since. The position peaked at $340K in Q3 2025. 122 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

  • Strategic Wealth Partners held 224 shares of Dimensional Global Credit ETF worth $12.1K as of Q1 2026.
  • Strategic Wealth Partners bought 6 Dimensional Global Credit ETF shares in Q1 2026, an estimated $327.
  • Dimensional Global Credit ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #845 holding.
  • Strategic Wealth Partners first reported a position in Dimensional Global Credit ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Dimensional Global Credit ETF position peaked at $340K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.