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Dimensional Global Credit ETF

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.

Holders
62
Holders Change
+10
Holders Change %
+19.23%
% of All Funds
0.83%
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
Name Market Value Shares Shares
Change
Shares
Change %
VAS
1
Vestmark Advisory Solutions
Massachusetts
$64.8M 1,232,828 +68,659 +6%
Bank of America
2
Bank of America
North Carolina
$42.8M 814,088 +93,150 +13%
NA
3
NewEdge Advisors
Louisiana
$38.1M 725,258 -48,298 -6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.6M 411,531 +14,225 +4%
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$17.3M 329,055 +9,227 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$15.1M 287,292 +19,742 +7%
DB
7
Dravo Bay
Delaware
$10.5M 200,106 +9,985 +5%
MWM
8
Mattern Wealth Management
Kansas
$9.16M 174,075 -6,709 -4%
OIA
9
OneDigital Investment Advisors
Kansas
$7.66M 145,715 +38,023 +35%
PCA
10
Prosperity Capital Advisors
Ohio
$6.99M 132,836 +46,494 +54%
TIAM2
11
Tru Independence Asset Management 2
Oregon
$4.97M 94,481 +67,783 +254%
Betterment LLC
12
Betterment LLC
New York
$4.88M 92,808 +31,701 +52%
MSWM
13
Master's Wealth Management
Pennsylvania
$3.98M 75,679 +75,679 New
VPF
14
Vantage Point Financial
Illinois
$3.86M 73,441 +73,441 New
KAS
15
Kestra Advisory Services
Texas
$3.82M 72,670 +31,406 +76%
OPS
16
Orion Portfolio Solutions
Nebraska
$3.39M 64,425 +9,665 +18%
BCI
17
Brinker Capital Investments
Pennsylvania
$3.39M 64,425 +9,665 +18%
SF
18
SageOak Financial
Oklahoma
$3.17M 60,199 +60,199 New
WAN
19
Wealth Advisors Northwest
Oregon
$2.96M 56,280 +56,280 New
TWM
20
TCFG Wealth Management
California
$2.76M 52,515 +3,680 +8%
Truist Financial
21
Truist Financial
North Carolina
$2.65M 50,418 +8,418 +20%
SIS
22
Strategic Investment Solutions
Illinois
$1.78M 32,540 +6,027 +23%
MWP
23
Meredith Wealth Planning
Illinois
$1.72M 32,614 +21,031 +182%
Jane Street
24
Jane Street
New York
$1.68M 31,932 -13,983 -30%
DWM
25
Daner Wealth Management
Georgia
$1.39M 26,248 +26,248 New