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Williams & Novak’s Dimensional Global Credit ETF DGCB Stock Holding History

Williams & Novak’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
Q3 		$415K Buy
7,987
+1,873
+31% +$99.8K 0.25% 81
2026
Q2 		$334K Buy
6,114
+250
+4% +$13.7K 0.22% 94
2026
Q1 		$318K Buy
5,864
+77
+1% +$4.2K 0.24% 84
2025
Q4 		$314K Buy
+5,787
New +$319K 0.24% 86

Other funds holding DGCB

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Williams & Novak's DGCB Position: Q3 2026 in Review

Williams & Novak increased its Dimensional Global Credit ETF (DGCB) stake by 31% in Q3 2026, buying an estimated $99.8K and bringing the position to 7,987 shares worth $415K. The position accounts for 0.25% of the portfolio, ranked #81.

Williams & Novak first reported a position in DGCB in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold DGCB as of Q3 2026.

  • Williams & Novak held 7,987 shares of Dimensional Global Credit ETF worth $415K as of Q3 2026.
  • Williams & Novak bought 1,873 Dimensional Global Credit ETF shares in Q3 2026, an estimated $99.8K.
  • Dimensional Global Credit ETF made up 0.25% of Williams & Novak's portfolio in Q3 2026, its #81 holding.
  • Williams & Novak first reported a position in Dimensional Global Credit ETF in Q4 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.