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Dimensional Global Credit ETF

96 hedge funds and large institutions have $529M invested in Dimensional Global Credit ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

22% more funds holding

Funds holding: 7996 (+17)

20% more capital invested

Capital invested by funds: $443M → $529M (+$86.4M)

1.79% more ownership

Funds ownership: 72.25%74.04% (+1.8%)

Holders
96
Holders Change
+17
Holders Change %
+21.52%
% of All Funds
1.26%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
23
Increased
47
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$3.63M -$53.7K -982 -1%
Truist Financial
27
Truist Financial
North Carolina
$3.53M -$61.6K -1,126 -2%
TWM
28
TCFG Wealth Management
California
$3.5M +$2.85M +52,036 +471%
AF
29
Allworth Financial
California
$3.27M +$3.23M +59,030 New
TIAM2
30
Tru Independence Asset Management 2
Oregon
$3.11M -$186K -3,407 -6%
SW
31
Simplicity Wealth
New Jersey
$2.92M +$2.88M +52,603 New
MWP
32
Meredith Wealth Planning
Illinois
$2.76M +$602K +10,994 +28%
SIM
33
Stratos Investment Management
Ohio
$2.62M +$1.57M +28,749 +156%
GVAG
34
Great Valley Advisor Group
Delaware
$2.48M +$364K +6,648 +17%
EWA
35
EverSource Wealth Advisors
Alabama
$2.17M +$454K +8,290 +27%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.99M +$1.26M +23,104 +181%
APW
37
Austin Private Wealth
Texas
$1.98M +$189K +3,448 +11%
SFS
38
Sowell Financial Services
Arkansas
$1.84M +$391K +7,150 +27%
FFA
39
Farther Finance Advisors
California
$1.67M +$140K +2,566 +9%
LPL Financial
40
LPL Financial
California
$1.45M +$185K +3,387 +15%
TWCA
41
Two West Capital Advisors
Kansas
$1.35M +$176K +3,212 +15%
FIA
42
Foundations Investment Advisors
Arizona
$1.34M +$1.33M +24,239 New
SAM
43
Smartleaf Asset Management
Massachusetts
$1.33M +$57.7K +1,055 +5%
CC
44
Copperleaf Capital
North Carolina
$1.31M +$299K +5,462 +30%
Citigroup
45
Citigroup
New York
$1.31M -$8.43K -154 -0.6%
CW
46
CreativeOne Wealth
Kansas
$1.15M +$240K +4,380 +27%
DWM
47
Daner Wealth Management
Georgia
$1.09M -$17.6K -321 -2%
PWIA
48
Porter White Investment Advisors
Alabama
$1.05M +$532K +9,726 +105%
BCM
49
Brookstone Capital Management
Illinois
$1.02M +$159K +2,915 +19%
GM
50
GeoWealth Management
Illinois
$869K +$341K +6,226 +66%

DGCB Hedge Fund Activity: Q3 2025 in Review

96 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Credit ETF (DGCB) for Q3 2025, worth a combined $529M — up 20% from $443M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DGCB positions and 5 closed out — a net gain of 18 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Mach-1 Financial Group, opening a new position worth an estimated $47.4M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $70.9M.

  • 96 institutional investors held Dimensional Global Credit ETF (DGCB) as of Q3 2025, up from 79 in Q2 2025.
  • Funds reported $529M of Dimensional Global Credit ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 23 funds opened new Dimensional Global Credit ETF positions in Q3 2025 and 5 closed out, a net change of +18 holders.
  • The largest Dimensional Global Credit ETF buyer in Q3 2025 was Mach-1 Financial Group, an estimated $47.4M added.
  • The largest Dimensional Global Credit ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $70.9M sold.

Based on aggregated 13F filings for Q3 2025.