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Dimensional Global Credit ETF

79 hedge funds and large institutions have $443M invested in Dimensional Global Credit ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

31% more capital invested

Capital invested by funds: $338M → $443M (+$105M)

11% more funds holding

Funds holding: 7179 (+8)

10.29% more ownership

Funds ownership: 61.96%72.25% (+10%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.04%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
15
Increased
39
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$2.06M +$1.05M +19,866 +109%
APW
27
Austin Private Wealth
Texas
$1.75M +$319K +6,005 +23%
EWA
28
EverSource Wealth Advisors
Alabama
$1.67M +$41.5K +781 +3%
FFA
29
Farther Finance Advisors
California
$1.5M +$224K +4,220 +18%
SFS
30
Sowell Financial Services
Arkansas
$1.42M +$69.7K +1,313 +5%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$1.37M +$1.34M +25,305 New
Citigroup
32
Citigroup
New York
$1.28M -$95.9K -1,806 -7%
SAM
33
Smartleaf Asset Management
Massachusetts
$1.24M +$43.5K +819 +4%
LPL Financial
34
LPL Financial
California
$1.23M +$880K +16,574 +270%
TWCA
35
Two West Capital Advisors
Kansas
$1.14M -$91K -1,714 -8%
DWM
36
Daner Wealth Management
Georgia
$1.08M +$1.05M +19,852 New
CWM
37
Congress Wealth Management
Massachusetts
$1.08M +$27.7K +521 +3%
SIM
38
Stratos Investment Management
Ohio
$1,000K +$979K +18,432 New
CC
39
Copperleaf Capital
North Carolina
$989K +$4.25K +80 +0.4%
CW
40
CreativeOne Wealth
Kansas
$891K +$70.7K +1,331 +9%
BCM
41
Brookstone Capital Management
Illinois
$837K +$819K +15,433 New
FWP
42
Firethorn Wealth Partners
Georgia
$758K -$25.9K -488 -3%
Osaic Holdings
43
Osaic Holdings
Arizona
$693K +$480K +9,043 +242%
RFP
44
RCS Financial Planning
Maryland
$648K -$32K -603 -5%
ATPW
45
Ashton Thomas Private Wealth
Arizona
$636K +$422K +7,940 +210%
APC
46
Aspire Private Capital
North Carolina
$627K
TWM
47
TCFG Wealth Management
California
$599K -$23.5K -443 -4%
Citadel Advisors
48
Citadel Advisors
Florida
$555K -$62K -1,168 -10%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$528K +$37.4K +705 +8%
SAI
50
Savvy Advisors Inc
New York
$522K +$9.24K +174 +2%

DGCB Hedge Fund Activity: Q2 2025 in Review

79 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Credit ETF (DGCB) for Q2 2025, worth a combined $443M — up 31% from $338M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DGCB positions and 6 closed out — a net gain of 9 holders — while 39 added to existing stakes and 19 trimmed.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $80.8M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.38M.

  • 79 institutional investors held Dimensional Global Credit ETF (DGCB) as of Q2 2025, up from 71 in Q1 2025.
  • Funds reported $443M of Dimensional Global Credit ETF stock for Q2 2025, up 31% quarter-over-quarter.
  • 15 funds opened new Dimensional Global Credit ETF positions in Q2 2025 and 6 closed out, a net change of +9 holders.
  • The largest Dimensional Global Credit ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $80.8M added.
  • The largest Dimensional Global Credit ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $4.38M sold.

Based on aggregated 13F filings for Q2 2025.