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Dimensional Global Credit ETF

52 hedge funds and large institutions have $275M invested in Dimensional Global Credit ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

51% more capital invested

Capital invested by funds: $182M → $275M (+$92.6M)

30% more funds holding

Funds holding: 4052 (+12)

0.26% more ownership

Funds ownership: 65.2%65.45% (+0.26%)

Holders
52
Holders Change
+12
Holders Change %
+30%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
28
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$939K +$922K +17,117 New
RA
27
RFG Advisory
Alabama
$907K +$74.3K +1,378 +9%
FWP
28
Firethorn Wealth Partners
Georgia
$729K -$155K -2,871 -18%
APC
29
Aspire Private Capital
North Carolina
$688K -$13.4K -248 -2%
CW
30
CreativeOne Wealth
Kansas
$653K +$261K +4,841 +69%
MWP
31
Meredith Wealth Planning
Illinois
$635K +$624K +11,583 New
Citigroup
32
Citigroup
New York
$620K +$609K +11,303 New
GM
33
GeoWealth Management
Illinois
$530K +$118K +2,191 +29%
PAS
34
Park Avenue Securities
New York
$510K +$501K +9,306 New
RJA
35
Raymond James & Associates
Florida
$470K +$462K +8,571 New
TWCA
36
Two West Capital Advisors
Kansas
$432K +$109K +2,028 +35%
HKIMG
37
Hutchens & Kramer Investment Management Group
Indiana
$379K -$28.6K -530 -7%
SOS
38
Silver Oak Securities
Tennessee
$369K +$156K +2,891 +75%
AHL
39
Abel Hall LLC
Louisiana
$354K +$647 +12 +0.2%
JP Morgan Chase
40
JP Morgan Chase
New York
$354K +$647 +12 +0.2%
SAI
41
Savvy Advisors Inc
New York
$351K +$134K +2,487 +64%
FFA
42
Farther Finance Advisors
California
$346K +$141K +2,608 +71%
LPL Financial
43
LPL Financial
California
$322K +$85.8K +1,592 +37%
Citadel Advisors
44
Citadel Advisors
Florida
$309K +$304K +5,635 New
IA
45
IFP Advisors
Florida
$275K +$214K +3,974 +383%
Osaic Holdings
46
Osaic Holdings
Arizona
$181K -$78.6K -1,458 -31%
Comerica Bank
47
Comerica Bank
Texas
$83.8K -$377 -7 -0.5%
EWA
48
Elevate Wealth Advisory
Georgia
$51.9K +$51K +946 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$29K +$28.5K +529 New
VWWMG
50
Vermillion & White Wealth Management Group
Pennsylvania
$20.8K +$1.56K +29 +8%