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Werba Rubin Papier Wealth Management’s Dimensional Global Credit ETF DGCB Stock Holding History

Werba Rubin Papier Wealth Management’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 		$958K Buy
17,527
+238
+1% +$13K 0.12% 106
2026
Q1 		$936K Buy
17,289
+7,129
+70% +$389K 0.13% 88
2025
Q4 		$551K Buy
10,160
+180
+2% +$9.91K 0.15% 102
2025
Q3 		$553K Buy
+9,980
New +$546K 0.09% 115

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

Werba Rubin Papier Wealth Management's DGCB Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Dimensional Global Credit ETF (DGCB) stake by 1.4% in Q2 2026, buying an estimated $13K and bringing the position to 17,527 shares worth $958K. The position accounts for 0.12% of the portfolio, ranked #106.

Werba Rubin Papier Wealth Management 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.

  • Werba Rubin Papier Wealth Management held 17,527 shares of Dimensional Global Credit ETF worth $958K as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 238 Dimensional Global Credit ETF shares in Q2 2026, an estimated $13K.
  • Dimensional Global Credit ETF made up 0.12% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Werba Rubin Papier Wealth Management 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 Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.