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Dimensional Global Credit ETF
DGCB

Overview Fund Activity

71 hedge funds and large institutions have $338M invested in Dimensional Global Credit ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
0.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
16
Increased
36
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Integrity Alliance
Iowa
$25.3M
2
RA
2
RFG Advisory
Alabama
$13.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.2M
4
WAN
4
Wealth Advisors Northwest
Oregon
$5.89M
5
SW
5
Simplicity Wealth
New Jersey
$2.76M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$17.9M
2
Bank of America
2
Bank of America
North Carolina
$37.1M
3
TWM
3
TCFG Wealth Management
California
$611K
4
SIS
4
Strategic Investment Solutions
Illinois
$723K
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$64.8M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
26
EverSource Wealth Advisors
Alabama
$1.6M 30,040 +4,724 +19%
PAS
27
Park Avenue Securities
New York
$1.42M 26,698 +8,554 +47%
APW
28
Austin Private Wealth
Texas
$1.39M 26,233 +26,233 New
Citigroup
29
Citigroup
New York
$1.36M 25,501 +1,232 +5%
SFS
30
Sowell Financial Services
Arkansas
$1.32M 24,794 +657 +3%
FFA
31
Farther Finance Advisors
California
$1.24M 23,348 +7,978 +52%
TWCA
32
Two West Capital Advisors
Kansas
$1.18M 22,768 +10,816 +90%
SAM
33
Smartleaf Asset Management
Massachusetts
$1.17M 22,082 +1,421 +7%
CWM
34
Congress Wealth Management
Massachusetts
$1.03M 19,347 +19,347 New
KIM
35
Kestra Investment Management
Texas
$1.02M 19,194 +12,332 +180%
GM
36
GeoWealth Management
Illinois
$998K 18,779 +7,176 +62%
GVAG
37
Great Valley Advisor Group
Delaware
$966K 18,155 +18,155 New
CC
38
Copperleaf Capital
North Carolina
$965K 18,151 +269 +2%
Jane Street
39
Jane Street
New York
$946K 17,790 -14,142 -44%
CW
40
CreativeOne Wealth
Kansas
$803K 15,094 +2,587 +21%
BW
41
Balance Wealth
Ohio
$778K 14,636 +14,636 New
FWP
42
Firethorn Wealth Partners
Georgia
$769K 14,466 -66 -0.5%
SIS
43
Strategic Investment Solutions
Illinois
$723K 13,589 -18,951 -58%
RFP
44
RCS Financial Planning
Maryland
$667K 12,547 -3,996 -24%
APC
45
Aspire Private Capital
North Carolina
$615K 11,569 -1,206 -9%
MEG
46
Millstone Evans Group
Colorado
$612K 11,507 +371 +3%
TWM
47
TCFG Wealth Management
California
$611K 11,493 -41,022 -78%
Citadel Advisors
48
Citadel Advisors
Florida
$606K 11,401 +11,401 New
GWM
49
Geneos Wealth Management
Colorado
$591K 11,112 +6,506 +141%
SAI
50
Savvy Advisors Inc
New York
$502K 9,446 +2,775 +42%
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