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Dimensional Global Credit ETF
DGCB

62 hedge funds and large institutions have $298M invested in Dimensional Global Credit ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 6

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

19% more funds holding

Funds holding: 52 → 62 (+10)

8% more capital invested

Capital invested by funds: $275M → $298M (+$23.2M)

4.27% less ownership

Funds ownership: 65.45% → 61.18% (-4.3%)

Holders
62
Holders Change
+10
Holders Change %
+19.23%
% of All Funds
0.82%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
15
Increased
40
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$3.69M
3
TIAM2
Tru Independence Asset Management 2
Oregon
+$3.64M
4
PCA
Prosperity Capital Advisors
Ohio
+$2.5M
5
OIA
OneDigital Investment Advisors
Kansas
+$2.04M

Top Sellers

1
VF
Virtu Financial
New York
-$4.04M
2
NA
NewEdge Advisors
Louisiana
-$2.59M
3
OMC
Old Mission Capital
Illinois
-$1.36M
4
Jane Street
Jane Street
New York
-$751K
5
RA
RFG Advisory
Alabama
-$533K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$260K +$88.3K +1,643 +50%
GWM
52
Geneos Wealth Management
Colorado
$242K +$247K +4,606 New
Comerica Bank
53
Comerica Bank
Texas
$82.2K +$1.83K +34 +2%
UBS Group
54
UBS Group
Switzerland
$71.2K +$69K +1,285 +1,890%
EWA
55
Elevate Wealth Advisory
Georgia
$49.8K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$41K +$12.9K +241 +46%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$35K +$35.5K +661 New
VWWMG
58
Vermillion & White Wealth Management Group
Pennsylvania
$20.1K +$107 +2 +0.5%
1L
59
10Elms LLP
Oklahoma
$18.4K +$18.8K +350 New
CWP
60
Concord Wealth Partners
Virginia
$9.85K +$215 +4 +2%
AssetMark Inc
61
AssetMark Inc
California
$4.21K +$4.3K +80 New
PS
62
Pinney & Scofield
Massachusetts
$499 +$483 +9 New
VF
63
Virtu Financial
New York
– -$4.04M -73,585 Closed
LPL Financial
64
LPL Financial
California
– -$322K -5,874 Closed
Citadel Advisors
65
Citadel Advisors
Florida
– -$309K -5,635 Closed
1 2
3

DGCB Hedge Fund Activity: Q4 2024 in Review

62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Credit ETF (DGCB) for Q4 2024, worth a combined $298M — up 8.4% from $275M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DGCB positions and 3 closed out — a net gain of 12 holders — while 40 added to existing stakes and 6 trimmed.

The largest buyer was Bank of America, adding an estimated $5M. The largest seller was Virtu Financial, exiting entirely with an estimated $4.04M sold.

  • 62 institutional investors held Dimensional Global Credit ETF (DGCB) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $298M of Dimensional Global Credit ETF stock for Q4 2024, up 8.4% quarter-over-quarter.
  • 15 funds opened new Dimensional Global Credit ETF positions in Q4 2024 and 3 closed out, a net change of +12 holders.
  • The largest Dimensional Global Credit ETF buyer in Q4 2024 was Bank of America, an estimated $5M added.
  • The largest Dimensional Global Credit ETF seller in Q4 2024 was Virtu Financial, an estimated $4.04M sold.

Based on aggregated 13F filings for Q4 2024.