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Dimensional Global Credit ETF

110 hedge funds and large institutions have $596M invested in Dimensional Global Credit ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

129% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 24

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

16% more funds holding

Funds holding: 95110 (+15)

14% more capital invested

Capital invested by funds: $522M → $596M (+$74.3M)

0.29% more ownership

Funds ownership: 72.97%73.26% (+0.29%)

Holders
110
Holders Change
+15
Holders Change %
+15.79%
% of All Funds
1.34%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
23
Increased
55
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCA
26
Optimus Capital Advisors
Texas
$5.65M +$5.74M +104,175 New
VPF
27
Vantage Point Financial
Illinois
$5.19M +$305K +5,547 +6%
BCI
28
Brinker Capital Investments
Pennsylvania
$3.96M +$418K +7,596 +12%
Truist Financial
29
Truist Financial
North Carolina
$3.39M -$63.4K -1,151 -2%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$2.85M +$2.9M +52,624 New
TIAM2
31
Tru Independence Asset Management 2
Oregon
$2.74M -$304K -5,514 -10%
TWM
32
TCFG Wealth Management
California
$2.7M -$737K -13,376 -21%
FF
33
Foundry Financial
California
$2.66M +$2.71M +49,135 New
CPW
34
Cogent Private Wealth
Florida
$2.59M +$2.63M +47,773 New
SIM
35
Stratos Investment Management
Ohio
$2.55M -$13.9K -252 -0.5%
MWP
36
Meredith Wealth Planning
Illinois
$2.54M -$161K -2,918 -6%
Osaic Holdings
37
Osaic Holdings
Arizona
$2.35M +$414K +7,518 +21%
LPL Financial
38
LPL Financial
California
$2.35M +$945K +17,154 +66%
HA
39
Heffernan Advisory
Arizona
$2.28M +$2.32M +42,082 New
APW
40
Austin Private Wealth
Texas
$2.26M +$327K +5,931 +17%
EWA
41
EverSource Wealth Advisors
Alabama
$2.11M -$9.91K -180 -0.5%
FIA
42
Foundations Investment Advisors
Arizona
$2.08M +$774K +14,049 +58%
SFS
43
Sowell Financial Services
Arkansas
$2.05M +$250K +4,546 +14%
FFA
44
Farther Finance Advisors
California
$1.93M +$296K +5,371 +18%
BJB
45
Broadhurst Jeffrey B
$1.91M +$1.94M +35,189 New
GVAG
46
Great Valley Advisor Group
Delaware
$1.64M -$790K -14,348 -32%
SW
47
Simplicity Wealth
New Jersey
$1.6M -$1.28M -23,154 -44%
TWCA
48
Two West Capital Advisors
Kansas
$1.54M +$224K +4,075 +17%
SAM
49
Smartleaf Asset Management
Massachusetts
$1.52M +$219K +3,970 +17%
PA
50
PFG Advisors
Arizona
$1.49M +$1.52M +27,535 New