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Dimensional Global Credit ETF

30 hedge funds and large institutions have $154M invested in Dimensional Global Credit ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

74% more capital invested

Capital invested by funds: $88.4M → $154M (+$65.5M)

58% more funds holding

Funds holding: 1930 (+11)

0.45% more ownership

Funds ownership: 98.08%98.54% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
30
Holders Change
+11
Holders Change %
+57.89%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
10
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1
Vestmark Advisory Solutions
Massachusetts
$52.7M +$7.3M +138,501 +16%
Bank of America
2
Bank of America
North Carolina
$26.2M +$26.1M +494,323 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.1M +$14.7M +277,880 +229%
DPW
4
DiNuzzo Private Wealth
Pennsylvania
$16.7M +$118K +2,245 +0.7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.05M +$4.51M +85,536 +298%
OMC
6
Old Mission Capital
Illinois
$4.14M +$4.12M +78,124 New
OIA
7
OneDigital Investment Advisors
Kansas
$3.38M +$3.37M +63,915 New
Jane Street
8
Jane Street
New York
$2.76M -$2.62M -49,677 -49%
MWM
9
Mattern Wealth Management
Kansas
$2.46M +$2.45M +46,534 New
BCI
10
Brinker Capital Investments
Pennsylvania
$2.35M +$370K +7,021 +19%
OPS
11
Orion Portfolio Solutions
Nebraska
$2.35M +$370K +7,021 +19%
Betterment LLC
12
Betterment LLC
New York
$2M +$1.99M +37,831 New
Truist Financial
13
Truist Financial
North Carolina
$1.8M -$1.52M -28,735 -46%
LAM
14
LifePro Asset Management
California
$1.71M +$1.7M +32,278 New
NA
15
NewEdge Advisors
Louisiana
$1.09M -$392K -7,430 -27%
SAM
16
Smartleaf Asset Management
Massachusetts
$1.05M +$1.05M +19,837 New
EWA
17
EverSource Wealth Advisors
Alabama
$873K +$888K +16,849 New
CC
18
Copperleaf Capital
North Carolina
$848K +$845K +16,019 New
VF
19
Virtu Financial
New York
$792K -$26.2K -496 -3%
FWP
20
Firethorn Wealth Partners
Georgia
$662K +$324K +6,151 +97%
RA
21
RFG Advisory
Alabama
$651K +$648K +12,286 New
APC
22
Aspire Private Capital
North Carolina
$605K +$150K +2,837 +33%
KAS
23
Kestra Advisory Services
Texas
$604K +$602K +11,414 New
HKIMG
24
Hutchens & Kramer Investment Management Group
Indiana
$424K +$424K +8,045 New
CW
25
CreativeOne Wealth
Kansas
$346K +$99.4K +1,885 +41%