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Dimensional Global Credit ETF

79 hedge funds and large institutions have $443M invested in Dimensional Global Credit ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

31% more capital invested

Capital invested by funds: $338M → $443M (+$105M)

11% more funds holding

Funds holding: 7179 (+8)

10.29% more ownership

Funds ownership: 61.96%72.25% (+10%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.04%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
15
Increased
39
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1
Vestmark Advisory Solutions
Massachusetts
$149M +$80.8M +1,522,658 +125%
Bank of America
2
Bank of America
North Carolina
$42.1M +$4.22M +79,416 +11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.1M +$4.24M +79,771 +16%
IA
4
Integrity Alliance
Iowa
$28.3M +$2.51M +47,367 +10%
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$17.7M -$159K -2,987 -0.9%
NA
6
NewEdge Advisors
Louisiana
$14.6M -$3.59M -67,640 -20%
RA
7
RFG Advisory
Alabama
$13.4M -$553K -10,422 -4%
MWM
8
Mattern Wealth Management
Kansas
$11.9M +$1.64M +30,953 +16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11.3M -$4.38M -82,535 -28%
DB
10
Dravo Bay
Delaware
$10.7M +$132K +2,492 +1%
OIA
11
OneDigital Investment Advisors
Kansas
$9.72M +$1.1M +20,781 +13%
WAN
12
Wealth Advisors Northwest
Oregon
$8.9M +$2.84M +53,411 +48%
PCA
13
Prosperity Capital Advisors
Ohio
$7.77M +$140K +2,638 +2%
Betterment LLC
14
Betterment LLC
New York
$7.34M +$769K +14,486 +12%
OFI
15
Outbound Financial Inc
Colorado
$6.77M +$6.63M +124,879 New
SF
16
SageOak Financial
Oklahoma
$6.14M +$530K +9,975 +10%
VPF
17
Vantage Point Financial
Illinois
$4.45M +$17K +320 +0.4%
MSWM
18
Master's Wealth Management
Pennsylvania
$4.24M +$81.8K +1,540 +2%
KAS
19
Kestra Advisory Services
Texas
$4.1M +$163K +3,067 +4%
BCI
20
Brinker Capital Investments
Pennsylvania
$3.6M +$185K +3,478 +6%
Truist Financial
21
Truist Financial
North Carolina
$3.51M +$146K +2,748 +4%
KIM
22
Kestra Investment Management
Texas
$3.38M +$2.31M +43,563 +227%
TIAM2
23
Tru Independence Asset Management 2
Oregon
$3.23M -$4.12M -77,560 -57%
PAS
24
Park Avenue Securities
New York
$3.21M +$1.72M +32,394 +121%
MWP
25
Meredith Wealth Planning
Illinois
$2.1M +$212K +3,986 +11%

DGCB Hedge Fund Activity: Q2 2025 in Review

79 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Credit ETF (DGCB) for Q2 2025, worth a combined $443M — up 31% from $338M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DGCB positions and 6 closed out — a net gain of 9 holders — while 39 added to existing stakes and 19 trimmed.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $80.8M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.38M.

  • 79 institutional investors held Dimensional Global Credit ETF (DGCB) as of Q2 2025, up from 71 in Q1 2025.
  • Funds reported $443M of Dimensional Global Credit ETF stock for Q2 2025, up 31% quarter-over-quarter.
  • 15 funds opened new Dimensional Global Credit ETF positions in Q2 2025 and 6 closed out, a net change of +9 holders.
  • The largest Dimensional Global Credit ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $80.8M added.
  • The largest Dimensional Global Credit ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $4.38M sold.

Based on aggregated 13F filings for Q2 2025.