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Vermillion & White Wealth Management Group’s Dimensional Global Credit ETF DGCB Stock Holding History

Vermillion & White Wealth Management Group’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
2025
Q1 		– Sell
-382
Closed -$20.1K – 532
2024
Q4 		$20.1K Buy
382
+2
+0.5% +$107 0.01% 194
2024
Q3 		$20.8K Buy
380
+29
+8% +$1.56K 0.02% 179
2024
Q2 		$18.5K Buy
351
+275
+362% +$14.4K 0.01% 186
2024
Q1 		$4.02K Buy
+76
New +$4.01K ﹤0.01% 264

Other funds holding DGCB

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DB
Dravo Bay Rehoboth Beach, Delaware $289M AUM 17.57% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

Vermillion & White Wealth Management Group's DGCB Position: Q1 2025 in Review

Vermillion & White Wealth Management Group sold out of Dimensional Global Credit ETF (DGCB) in Q1 2025, closing a stake of 382 shares — an estimated $20.1K sold.

Vermillion & White Wealth Management Group first reported a position in DGCB in Q1 2024 and held it in 4 quarters. The position peaked at $20.8K in Q3 2024. 71 funds tracked by Wall St. Rank hold DGCB as of Q1 2025.

  • Vermillion & White Wealth Management Group reported no remaining Dimensional Global Credit ETF position as of Q1 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 382 Dimensional Global Credit ETF shares in Q1 2025, an estimated $20.1K.
  • Vermillion & White Wealth Management Group first reported a position in Dimensional Global Credit ETF in Q1 2024 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's Dimensional Global Credit ETF position peaked at $20.8K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.