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Dimensional Global Credit ETF

76 hedge funds and large institutions have $428M invested in Dimensional Global Credit ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
13
Increased
38
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VAS
1
Vestmark Advisory Solutions
Massachusetts
$149M +$82.6M +1,522,658 +125%
Bank of America
2
Bank of America
North Carolina
$42.1M +$4.31M +79,416 +11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.1M +$4.33M +79,771 +16%
IA
4
Integrity Alliance
Iowa
$28.3M +$2.57M +47,367 +10%
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$17.7M -$162K -2,987 -0.9%
NA
6
NewEdge Advisors
Louisiana
$14.6M -$3.67M -67,640 -20%
RA
7
RFG Advisory
Alabama
$13.4M -$565K -10,422 -4%
MWM
8
Mattern Wealth Management
Kansas
$11.9M +$1.68M +30,953 +16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11.3M -$4.48M -82,535 -28%
DB
10
Dravo Bay
Delaware
$10.7M +$137K +2,492 +1%
OIA
11
OneDigital Investment Advisors
Kansas
$9.72M +$1.13M +20,781 +13%
WAN
12
Wealth Advisors Northwest
Oregon
$8.9M +$2.9M +53,411 +48%
Betterment LLC
13
Betterment LLC
New York
$7.34M +$786K +14,486 +12%
SF
14
SageOak Financial
Oklahoma
$6.14M +$541K +9,975 +10%
VPF
15
Vantage Point Financial
Illinois
$4.45M +$17.4K +320 +0.4%
MSWM
16
Master's Wealth Management
Pennsylvania
$4.24M +$83.5K +1,540 +2%
KAS
17
Kestra Advisory Services
Texas
$4.1M +$166K +3,067 +4%
BCI
18
Brinker Capital Investments
Pennsylvania
$3.6M +$189K +3,478 +6%
Truist Financial
19
Truist Financial
North Carolina
$3.51M +$149K +2,748 +4%
KIM
20
Kestra Investment Management
Texas
$3.38M +$2.35M +43,563 +227%
TIAM2
21
Tru Independence Asset Management 2
Oregon
$3.23M -$4.21M -77,560 -57%
PAS
22
Park Avenue Securities
New York
$3.21M +$1.76M +32,394 +121%
MWP
23
Meredith Wealth Planning
Illinois
$2.1M +$216K +3,986 +11%
GVAG
24
Great Valley Advisor Group
Delaware
$2.06M +$1.08M +19,866 +109%
APW
25
Austin Private Wealth
Texas
$1.75M +$326K +6,005 +23%