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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
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

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

Williams & Novak's DGCB Position: Q2 2026 in Review

Williams & Novak increased its Dimensional Global Credit ETF (DGCB) stake by 4.3% in Q2 2026, buying an estimated $13.7K and bringing the position to 6,114 shares worth $334K. The position accounts for 0.22% of the portfolio, ranked #94.

Williams & Novak first reported a position in DGCB in Q4 2025 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Williams & Novak held 6,114 shares of Dimensional Global Credit ETF worth $334K as of Q2 2026.
  • Williams & Novak bought 250 Dimensional Global Credit ETF shares in Q2 2026, an estimated $13.7K.
  • Dimensional Global Credit ETF made up 0.22% of Williams & Novak's portfolio in Q2 2026, its #94 holding.
  • Williams & Novak first reported a position in Dimensional Global Credit ETF in Q4 2025 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.