TWM
DGCB icon

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

TCFG 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
Q1 		$2.68M Sell
49,439
-271
-0.5% -$14.8K 1% 19
2025
Q4 		$2.7M Sell
49,710
-13,376
-21% -$737K 1.05% 16
2025
Q3 		$3.5M Buy
63,086
+52,036
+471% +$2.85M 1.37% 11
2025
Q2 		$599K Sell
11,050
-443
-4% -$23.5K 0.27% 99
2025
Q1 		$611K Sell
11,493
-41,022
-78% -$2.17M 0.31% 85
2024
Q4 		$2.76M Buy
52,515
+3,680
+8% +$198K 1.39% 12
2024
Q3 		$2.68M Buy
+48,835
New +$2.63M 1.35% 14

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 $710M AUM 18.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TCFG Wealth Management's DGCB Position: Q1 2026 in Review

TCFG Wealth Management reduced its Dimensional Global Credit ETF (DGCB) stake by 0.55% in Q1 2026, selling an estimated $14.8K and leaving 49,439 shares worth $2.68M. The position accounts for 1% of the portfolio, ranked #19.

TCFG Wealth Management first reported a position in DGCB in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.5M in Q3 2025. 122 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

  • TCFG Wealth Management held 49,439 shares of Dimensional Global Credit ETF worth $2.68M as of Q1 2026.
  • TCFG Wealth Management sold 271 Dimensional Global Credit ETF shares in Q1 2026, an estimated $14.8K.
  • Dimensional Global Credit ETF made up 1% of TCFG Wealth Management's portfolio in Q1 2026, its #19 holding.
  • TCFG Wealth Management first reported a position in Dimensional Global Credit ETF in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Dimensional Global Credit ETF position peaked at $3.5M in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.