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Dimensional Global Credit ETF

40 hedge funds and large institutions have $182M invested in Dimensional Global Credit ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

33% more funds holding

Funds holding: 3040 (+10)

18% more capital invested

Capital invested by funds: $154M → $182M (+$28.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

33.34% less ownership

Funds ownership: 98.54%65.2% (-33%)

Holders
40
Holders Change
+10
Holders Change %
+33.33%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
23
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1
Vestmark Advisory Solutions
Massachusetts
$56.7M +$4.28M +81,546 +8%
Bank of America
2
Bank of America
North Carolina
$33.6M +$7.58M +144,360 +29%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.8M -$1.23M -23,369 -6%
DPW
4
DiNuzzo Private Wealth
Pennsylvania
$16.8M +$184K +3,510 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.8M +$6.74M +128,427 +112%
OIA
6
OneDigital Investment Advisors
Kansas
$4.26M +$890K +16,961 +27%
MWM
7
Mattern Wealth Management
Kansas
$4.04M +$1.58M +30,092 +65%
BCI
8
Brinker Capital Investments
Pennsylvania
$3.01M +$678K +12,920 +29%
OPS
9
Orion Portfolio Solutions
Nebraska
$3.01M +$678K +12,920 +29%
NA
10
NewEdge Advisors
Louisiana
$3M +$1.91M +36,446 +177%
Betterment LLC
11
Betterment LLC
New York
$2.9M +$903K +17,197 +45%
Jane Street
12
Jane Street
New York
$2.71M -$37.6K -716 -1%
OMC
13
Old Mission Capital
Illinois
$2.55M -$1.56M -29,738 -38%
Truist Financial
14
Truist Financial
North Carolina
$2.08M +$294K +5,604 +16%
LAM
15
LifePro Asset Management
California
$1.91M +$210K +3,993 +12%
KAS
16
Kestra Advisory Services
Texas
$1.83M +$1.22M +23,284 +204%
SIS
17
Strategic Investment Solutions
Illinois
$1.55M +$1.52M +28,908 New
EWA
18
EverSource Wealth Advisors
Alabama
$1.07M +$164K +3,127 +19%
SAM
19
Smartleaf Asset Management
Massachusetts
$957K -$90.2K -1,719 -9%
FWP
20
Firethorn Wealth Partners
Georgia
$851K +$193K +3,669 +29%
CC
21
Copperleaf Capital
North Carolina
$812K -$31.4K -598 -4%
RA
22
RFG Advisory
Alabama
$799K +$151K +2,883 +23%
APC
23
Aspire Private Capital
North Carolina
$674K +$71.2K +1,356 +12%
VF
24
Virtu Financial
New York
$613K -$174K -3,313 -22%
GM
25
GeoWealth Management
Illinois
$394K +$249K +4,749 +174%

DGCB Hedge Fund Activity: Q2 2024 in Review

40 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Credit ETF (DGCB) for Q2 2024, worth a combined $182M — up 18% from $154M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DGCB positions and 0 closed out — a net gain of 10 holders — while 23 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $7.58M. The largest seller was Old Mission Capital, cutting an estimated $1.56M.

  • 40 institutional investors held Dimensional Global Credit ETF (DGCB) as of Q2 2024, up from 30 in Q1 2024.
  • Funds reported $182M of Dimensional Global Credit ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 10 funds opened new Dimensional Global Credit ETF positions in Q2 2024 and 0 closed out, a net change of +10 holders.
  • The largest Dimensional Global Credit ETF buyer in Q2 2024 was Bank of America, an estimated $7.58M added.
  • The largest Dimensional Global Credit ETF seller in Q2 2024 was Old Mission Capital, an estimated $1.56M sold.

Based on aggregated 13F filings for Q2 2024.