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Tru Independence Asset Management 2’s Dimensional Global Credit ETF DGCB Stock Holding History

Tru Independence Asset Management 2’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 		$3.65M Buy
66,714
+12,888
+24% +$704K 1.98% 17
2026
Q1 		$2.91M Buy
53,826
+3,241
+6% +$177K 1.79% 19
2025
Q4 		$2.74M Sell
50,585
-5,514
-10% -$304K 1.72% 18
2025
Q3 		$3.11M Sell
56,099
-3,407
-6% -$186K 2.05% 16
2025
Q2 		$3.23M Sell
59,506
-77,560
-57% -$4.12M 2.21% 14
2025
Q1 		$7.29M Buy
137,066
+42,585
+45% +$2.25M 5.45% 2
2024
Q4 		$4.97M Buy
94,481
+67,783
+254% +$3.64M 4.14% 6
2024
Q3 		$1.46M Buy
+26,698
New +$1.44M 1.23% 23

Other funds holding DGCB

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
IAS
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
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
TWC
Tencap Wealth Coaching South Jordan, Utah $315M AUM
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Tru Independence Asset Management 2's DGCB Position: Q2 2026 in Review

Tru Independence Asset Management 2 increased its Dimensional Global Credit ETF (DGCB) stake by 24% in Q2 2026, buying an estimated $704K and bringing the position to 66,714 shares worth $3.65M. The position accounts for 1.98% of the portfolio, ranked #17.

Tru Independence Asset Management 2 first reported a position in DGCB in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.29M in Q1 2025. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Tru Independence Asset Management 2 held 66,714 shares of Dimensional Global Credit ETF worth $3.65M as of Q2 2026.
  • Tru Independence Asset Management 2 bought 12,888 Dimensional Global Credit ETF shares in Q2 2026, an estimated $704K.
  • Dimensional Global Credit ETF made up 1.98% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #17 holding.
  • Tru Independence Asset Management 2 first reported a position in Dimensional Global Credit ETF in Q3 2024 and has held it in 8 quarters since.
  • Tru Independence Asset Management 2's Dimensional Global Credit ETF position peaked at $7.29M in Q1 2025.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.