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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.

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: 25 (+3)

19% more funds holding

Funds holding: 5262 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1
Vestmark Advisory Solutions
Massachusetts
$64.8M +$3.69M +68,659 +6%
Bank of America
2
Bank of America
North Carolina
$42.8M +$5M +93,150 +13%
NA
3
NewEdge Advisors
Louisiana
$38.1M -$2.59M -48,298 -6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.6M +$764K +14,225 +4%
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$17.3M +$496K +9,227 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$15.1M +$1.06M +19,742 +7%
DB
7
Dravo Bay
Delaware
$10.5M +$536K +9,985 +5%
MWM
8
Mattern Wealth Management
Kansas
$9.16M -$360K -6,709 -4%
OIA
9
OneDigital Investment Advisors
Kansas
$7.66M +$2.04M +38,023 +35%
PCA
10
Prosperity Capital Advisors
Ohio
$6.99M +$2.5M +46,494 +54%
TIAM2
11
Tru Independence Asset Management 2
Oregon
$4.97M +$3.64M +67,783 +254%
Betterment LLC
12
Betterment LLC
New York
$4.88M +$1.7M +31,701 +52%
MSWM
13
Master's Wealth Management
Pennsylvania
$3.98M +$4.07M +75,679 New
VPF
14
Vantage Point Financial
Illinois
$3.86M +$3.94M +73,441 New
KAS
15
Kestra Advisory Services
Texas
$3.82M +$1.69M +31,406 +76%
BCI
16
Brinker Capital Investments
Pennsylvania
$3.39M +$519K +9,665 +18%
OPS
17
Orion Portfolio Solutions
Nebraska
$3.39M +$519K +9,665 +18%
SF
18
SageOak Financial
Oklahoma
$3.17M +$3.23M +60,199 New
WAN
19
Wealth Advisors Northwest
Oregon
$2.96M +$3.02M +56,280 New
TWM
20
TCFG Wealth Management
California
$2.76M +$198K +3,680 +8%
Truist Financial
21
Truist Financial
North Carolina
$2.65M +$452K +8,418 +20%
SIS
22
Strategic Investment Solutions
Illinois
$1.78M +$324K +6,027 +23%
MWP
23
Meredith Wealth Planning
Illinois
$1.72M +$1.13M +21,031 +182%
Jane Street
24
Jane Street
New York
$1.68M -$751K -13,983 -30%
DWM
25
Daner Wealth Management
Georgia
$1.39M +$1.41M +26,248 New