SwitchPoint Financial Planning’s Dimensional Global Credit ETF DGCB Stock Holding History

SwitchPoint Financial Planning’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 Q3	$223K	Buy	+4,300	New	+$229K	0.12%	64

Other funds holding DGCB

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Wealth Advisors Northwest Portland, Oregon $299M AUM 12.51% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SwitchPoint Financial Planning's DGCB Position: Q3 2026 in Review

SwitchPoint Financial Planning opened a new position in Dimensional Global Credit ETF (DGCB) in Q3 2026: 4,300 shares worth $223K. The stake represents 0.12% of the portfolio and ranks #64 among its holdings.

64 funds tracked by Wall St. Rank hold DGCB as of Q3 2026.

SwitchPoint Financial Planning held 4,300 shares of Dimensional Global Credit ETF worth $223K as of Q3 2026.
Dimensional Global Credit ETF was a new SwitchPoint Financial Planning position in Q3 2026.
Dimensional Global Credit ETF made up 0.12% of SwitchPoint Financial Planning's portfolio in Q3 2026, its #64 holding.
64 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q3 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q3 2026, filed 2 Nov 2026.