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Dimensional Global Credit ETF

52 hedge funds and large institutions have $275M invested in Dimensional Global Credit ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

51% more capital invested

Capital invested by funds: $182M → $275M (+$92.6M)

30% more funds holding

Funds holding: 4052 (+12)

0.26% more ownership

Funds ownership: 65.2%65.45% (+0.26%)

Holders
52
Holders Change
+12
Holders Change %
+30%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
28
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1
Vestmark Advisory Solutions
Massachusetts
$63.8M +$4.75M +88,149 +8%
NA
2
NewEdge Advisors
Louisiana
$42.4M +$38.6M +716,539 +1,257%
Bank of America
3
Bank of America
North Carolina
$39.5M +$4.43M +82,255 +13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.8M +$1.16M +21,588 +6%
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$17.5M +$91.1K +1,690 +0.5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$14.7M +$1.34M +24,909 +10%
DB
7
Dravo Bay
Delaware
$10.4M +$10.2M +190,121 New
MWM
8
Mattern Wealth Management
Kansas
$9.91M +$5.61M +104,158 +136%
OIA
9
OneDigital Investment Advisors
Kansas
$5.91M +$1.44M +26,816 +33%
PCA
10
Prosperity Capital Advisors
Ohio
$4.73M +$4.65M +86,342 New
VF
11
Virtu Financial
New York
$4.04M +$3.34M +61,946 +532%
Betterment LLC
12
Betterment LLC
New York
$3.35M +$328K +6,079 +11%
BCI
13
Brinker Capital Investments
Pennsylvania
$3M -$132K -2,449 -4%
OPS
14
Orion Portfolio Solutions
Nebraska
$3M -$132K -2,449 -4%
TWM
15
TCFG Wealth Management
California
$2.68M +$2.63M +48,835 New
Jane Street
16
Jane Street
New York
$2.52M -$300K -5,568 -11%
Truist Financial
17
Truist Financial
North Carolina
$2.3M +$131K +2,431 +6%
KAS
18
Kestra Advisory Services
Texas
$2.26M +$354K +6,566 +19%
LAM
19
LifePro Asset Management
California
$2.23M +$234K +4,340 +12%
OMC
20
Old Mission Capital
Illinois
$1.79M -$852K -15,819 -33%
TIAM2
21
Tru Independence Asset Management 2
Oregon
$1.46M +$1.44M +26,698 New
SIS
22
Strategic Investment Solutions
Illinois
$1.45M -$129K -2,395 -8%
EWA
23
EverSource Wealth Advisors
Alabama
$1.14M +$40.4K +750 +4%
SAM
24
Smartleaf Asset Management
Massachusetts
$1.08M +$82.8K +1,536 +8%
CC
25
Copperleaf Capital
North Carolina
$947K +$99.3K +1,842 +12%