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Dimensional Global Credit ETF

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.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more funds holding

Funds holding: 6271 (+9)

13% more capital invested

Capital invested by funds: $298M → $338M (+$39.9M)

0.78% more ownership

Funds ownership: 61.18%61.96% (+0.78%)

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
0.95%
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
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
EverSource Wealth Advisors
Alabama
$1.6M +$250K +4,724 +19%
PAS
27
Park Avenue Securities
New York
$1.42M +$453K +8,554 +47%
APW
28
Austin Private Wealth
Texas
$1.39M +$1.39M +26,233 New
Citigroup
29
Citigroup
New York
$1.36M +$65.2K +1,232 +5%
SFS
30
Sowell Financial Services
Arkansas
$1.32M +$34.8K +657 +3%
FFA
31
Farther Finance Advisors
California
$1.24M +$422K +7,978 +52%
TWCA
32
Two West Capital Advisors
Kansas
$1.18M +$572K +10,816 +90%
SAM
33
Smartleaf Asset Management
Massachusetts
$1.17M +$75.2K +1,421 +7%
CWM
34
Congress Wealth Management
Massachusetts
$1.03M +$1.02M +19,347 New
KIM
35
Kestra Investment Management
Texas
$1.02M +$652K +12,332 +180%
GM
36
GeoWealth Management
Illinois
$998K +$380K +7,176 +62%
GVAG
37
Great Valley Advisor Group
Delaware
$966K +$961K +18,155 New
CC
38
Copperleaf Capital
North Carolina
$965K +$14.2K +269 +2%
Jane Street
39
Jane Street
New York
$946K -$748K -14,142 -44%
CW
40
CreativeOne Wealth
Kansas
$803K +$137K +2,587 +21%
BW
41
Balance Wealth
Ohio
$778K +$774K +14,636 New
FWP
42
Firethorn Wealth Partners
Georgia
$769K -$3.49K -66 -0.5%
SIS
43
Strategic Investment Solutions
Illinois
$723K -$1M -18,951 -58%
RFP
44
RCS Financial Planning
Maryland
$667K -$211K -3,996 -24%
APC
45
Aspire Private Capital
North Carolina
$615K -$63.8K -1,206 -9%
MEG
46
Millstone Evans Group
Colorado
$612K +$19.6K +371 +3%
TWM
47
TCFG Wealth Management
California
$611K -$2.17M -41,022 -78%
Citadel Advisors
48
Citadel Advisors
Florida
$606K +$603K +11,401 New
GWM
49
Geneos Wealth Management
Colorado
$591K +$344K +6,506 +141%
SAI
50
Savvy Advisors Inc
New York
$502K +$147K +2,775 +42%