Triad Wealth Partners
DGCB icon

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

Triad 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
Q2 		$1.69M Buy
31,688
+19,610
+162% +$1.07M 0.1% 137
2026
Q1 		$654K Sell
12,078
-982
-8% -$53.6K 0.05% 227
2025
Q4 		$708K Buy
13,060
+4,223
+48% +$233K 0.07% 195
2025
Q3 		$490K Buy
+8,837
New +$483K 0.06% 210

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Integrity Advisory Solutions
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
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Tencap Wealth Coaching
Tencap Wealth Coaching South Jordan, Utah $315M AUM
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Wealth Advisors Northwest
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Triad Wealth Partners's DGCB Position: Q2 2026 in Review

Triad Wealth Partners increased its Dimensional Global Credit ETF (DGCB) stake by 162% in Q2 2026, buying an estimated $1.07M and bringing the position to 31,688 shares worth $1.69M. The position accounts for 0.1% of the portfolio, ranked #137.

Triad Wealth Partners first reported a position in DGCB in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Triad Wealth Partners held 31,688 shares of Dimensional Global Credit ETF worth $1.69M as of Q2 2026.
  • Triad Wealth Partners bought 19,610 Dimensional Global Credit ETF shares in Q2 2026, an estimated $1.07M.
  • Dimensional Global Credit ETF made up 0.1% of Triad Wealth Partners's portfolio in Q2 2026, its #137 holding.
  • Triad Wealth Partners first reported a position in Dimensional Global Credit ETF in Q3 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.