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Wealth Advisors Northwest’s Dimensional Global Credit ETF DGCB Stock Holding History

Wealth Advisors Northwest’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 		$20.9M Buy
382,291
+101,402
+36% +$5.54M 7.13% 5
2026
Q1 		$15.2M Buy
280,889
+56,429
+25% +$3.08M 6.38% 6
2025
Q4 		$12.2M Buy
224,460
+29,620
+15% +$1.63M 5.4% 6
2025
Q3 		$10.8M Buy
194,840
+30,654
+19% +$1.68M 5.22% 6
2025
Q2 		$8.9M Buy
164,186
+53,411
+48% +$2.84M 4.69% 7
2025
Q1 		$5.89M Buy
110,775
+54,495
+97% +$2.88M 3.73% 8
2024
Q4 		$2.96M Buy
+56,280
New +$3.02M 2.02% 12

Other funds holding DGCB

DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $154M AUM 16.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
OCA
Optimus Capital Advisors Coppel, Texas $186M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM

Wealth Advisors Northwest's DGCB Position: Q2 2026 in Review

Wealth Advisors Northwest increased its Dimensional Global Credit ETF (DGCB) stake by 36% in Q2 2026, buying an estimated $5.54M and bringing the position to 382,291 shares worth $20.9M. The position accounts for 7.13% of the portfolio, ranked #5.

Wealth Advisors Northwest first reported a position in DGCB in Q4 2024 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Wealth Advisors Northwest held 382,291 shares of Dimensional Global Credit ETF worth $20.9M as of Q2 2026.
  • Wealth Advisors Northwest bought 101,402 Dimensional Global Credit ETF shares in Q2 2026, an estimated $5.54M.
  • Dimensional Global Credit ETF made up 7.13% of Wealth Advisors Northwest's portfolio in Q2 2026, its #5 holding.
  • Wealth Advisors Northwest first reported a position in Dimensional Global Credit ETF in Q4 2024 and has held it in 7 quarters since.
  • 24 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.