VAS
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Vestmark Advisory Solutions’s Dimensional Global Credit ETF DGCB Stock Holding History

Vestmark Advisory Solutions’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 		$83.4M Buy
1,541,232
+2,825
+0.2% +$154K 0.93% 14
2025
Q4 		$83.4M Buy
1,538,407
+92,337
+6% +$5.08M 1.13% 12
2025
Q3 		$80.2M Sell
1,446,070
-1,295,164
-47% -$70.9M 1.53% 10
2025
Q2 		$149M Buy
2,741,234
+1,522,658
+125% +$80.8M 2.15% 8
2025
Q1 		$64.8M Sell
1,218,576
-14,252
-1% -$754K 1.67% 7
2024
Q4 		$64.8M Buy
1,232,828
+68,659
+6% +$3.69M 2.23% 6
2024
Q3 		$63.8M Buy
1,164,169
+88,149
+8% +$4.75M 2.38% 6
2024
Q2 		$56.7M Buy
1,076,020
+81,546
+8% +$4.28M 2.37% 6
2024
Q1 		$52.7M Buy
994,474
+138,501
+16% +$7.3M 2.27% 6
2023
Q4 		$45.5M Buy
+855,973
New +$44.4M 2.31% 6

Other funds holding DGCB

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 $2.63B 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return