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Dimensional Global Credit ETF
DGCB

Overview Fund Activity

76 hedge funds and large institutions have $428M invested in Dimensional Global Credit ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
13
Increased
38
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$149M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$32.1M
3
Bank of America
3
Bank of America
North Carolina
$42.1M
4
WAN
4
Wealth Advisors Northwest
Oregon
$8.9M
5
IA
5
Integrity Alliance
Iowa
$28.3M

Top Sellers

1
PCA
1
Prosperity Capital Advisors
Ohio
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.3M
3
TIAM2
3
Tru Independence Asset Management 2
Oregon
$3.23M
4
NA
4
NewEdge Advisors
Louisiana
$14.6M
5
SW
5
Simplicity Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
26
EverSource Wealth Advisors
Alabama
$1.67M 30,821 +781 +3%
FFA
27
Farther Finance Advisors
California
$1.5M 27,568 +4,220 +18%
SFS
28
Sowell Financial Services
Arkansas
$1.42M 26,107 +1,313 +5%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$1.37M 25,305 +25,305 New
Citigroup
30
Citigroup
New York
$1.28M 23,695 -1,806 -7%
SAM
31
Smartleaf Asset Management
Massachusetts
$1.24M 22,901 +819 +4%
LPL Financial
32
LPL Financial
California
$1.23M 22,706 +16,574 +270%
TWCA
33
Two West Capital Advisors
Kansas
$1.14M 21,054 -1,714 -8%
DWM
34
Daner Wealth Management
Georgia
$1.08M 19,852 +19,852 New
CWM
35
Congress Wealth Management
Massachusetts
$1.08M 19,868 +521 +3%
SIM
36
Stratos Investment Management
Ohio
$1,000K 18,432 +18,432 New
CC
37
Copperleaf Capital
North Carolina
$989K 18,231 +80 +0.4%
CW
38
CreativeOne Wealth
Kansas
$891K 16,425 +1,331 +9%
BCM
39
Brookstone Capital Management
Illinois
$837K 15,433 +15,433 New
FWP
40
Firethorn Wealth Partners
Georgia
$758K 13,978 -488 -3%
RFP
41
RCS Financial Planning
Maryland
$648K 11,944 -603 -5%
ATPW
42
Ashton Thomas Private Wealth
Arizona
$636K 11,729 +7,940 +210%
APC
43
Aspire Private Capital
North Carolina
$627K 11,569 – –
TWM
44
TCFG Wealth Management
California
$599K 11,050 -443 -4%
Citadel Advisors
45
Citadel Advisors
Florida
$555K 10,233 -1,168 -10%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$528K 9,731 +705 +8%
SAI
47
Savvy Advisors Inc
New York
$522K 9,620 +174 +2%
SIS
48
Strategic Investment Solutions
Illinois
$518K 9,562 -4,027 -30%
GM
49
GeoWealth Management
Illinois
$512K 9,446 -9,333 -50%
PWIA
50
Porter White Investment Advisors
Alabama
$503K 9,269 +3,439 +59%
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