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Dimensional Global Credit ETF
DGCB

62 hedge funds and large institutions have $298M invested in Dimensional Global Credit ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 6

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

19% more funds holding

Funds holding: 52 → 62 (+10)

8% more capital invested

Capital invested by funds: $275M → $298M (+$23.2M)

4.27% less ownership

Funds ownership: 65.45% → 61.18% (-4.3%)

Holders
62
Holders Change
+10
Holders Change %
+19.23%
% of All Funds
0.82%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
15
Increased
40
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$3.69M
3
TIAM2
Tru Independence Asset Management 2
Oregon
+$3.64M
4
PCA
Prosperity Capital Advisors
Ohio
+$2.5M
5
OIA
OneDigital Investment Advisors
Kansas
+$2.04M

Top Sellers

1
VF
Virtu Financial
New York
-$4.04M
2
NA
NewEdge Advisors
Louisiana
-$2.59M
3
OMC
Old Mission Capital
Illinois
-$1.36M
4
Jane Street
Jane Street
New York
-$751K
5
RA
RFG Advisory
Alabama
-$533K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
26
EverSource Wealth Advisors
Alabama
$1.33M +$247K +4,590 +22%
Citigroup
27
Citigroup
New York
$1.28M +$696K +12,966 +115%
SFS
28
Sowell Financial Services
Arkansas
$1.27M +$377K +7,020 +41%
SAM
29
Smartleaf Asset Management
Massachusetts
$1.09M +$54.1K +1,007 +5%
PAS
30
Park Avenue Securities
New York
$954K +$475K +8,838 +95%
CC
31
Copperleaf Capital
North Carolina
$941K +$33.2K +619 +4%
RFP
32
RCS Financial Planning
Maryland
$870K +$889K +16,543 New
FFA
33
Farther Finance Advisors
California
$808K +$487K +9,064 +144%
FWP
34
Firethorn Wealth Partners
Georgia
$764K +$66.5K +1,238 +9%
APC
35
Aspire Private Capital
North Carolina
$672K +$12.5K +232 +2%
CW
36
CreativeOne Wealth
Kansas
$658K +$32.2K +599 +5%
TWCA
37
Two West Capital Advisors
Kansas
$629K +$219K +4,075 +52%
GM
38
GeoWealth Management
Illinois
$610K +$104K +1,933 +20%
MEG
39
Millstone Evans Group
Colorado
$586K +$598K +11,136 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$452K +$462K +8,602 New
OMC
41
Old Mission Capital
Illinois
$386K -$1.36M -25,233 -77%
SOS
42
Silver Oak Securities
Tennessee
$379K +$24.1K +449 +7%
KIM
43
Kestra Investment Management
Texas
$361K +$369K +6,862 New
SAI
44
Savvy Advisors Inc
New York
$351K +$14.7K +274 +4%
RA
45
RFG Advisory
Alabama
$348K -$533K -9,923 -60%
AHL
46
Abel Hall LLC
Louisiana
$346K +$6.07K +113 +2%
JP Morgan Chase
47
JP Morgan Chase
New York
$346K +$6.07K +113 +2%
IA
48
IFP Advisors
Florida
$307K +$44.4K +827 +17%
HKIMG
49
Hutchens & Kramer Investment Management Group
Indiana
$288K -$76.3K -1,420 -21%
SP
50
Symmetry Partners
Connecticut
$283K +$289K +5,371 New
1
2
3

DGCB Hedge Fund Activity: Q4 2024 in Review

62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Credit ETF (DGCB) for Q4 2024, worth a combined $298M — up 8.4% from $275M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DGCB positions and 3 closed out — a net gain of 12 holders — while 40 added to existing stakes and 6 trimmed.

The largest buyer was Bank of America, adding an estimated $5M. The largest seller was Virtu Financial, exiting entirely with an estimated $4.04M sold.

  • 62 institutional investors held Dimensional Global Credit ETF (DGCB) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $298M of Dimensional Global Credit ETF stock for Q4 2024, up 8.4% quarter-over-quarter.
  • 15 funds opened new Dimensional Global Credit ETF positions in Q4 2024 and 3 closed out, a net change of +12 holders.
  • The largest Dimensional Global Credit ETF buyer in Q4 2024 was Bank of America, an estimated $5M added.
  • The largest Dimensional Global Credit ETF seller in Q4 2024 was Virtu Financial, an estimated $4.04M sold.

Based on aggregated 13F filings for Q4 2024.