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Dimensional Global Credit ETF

96 hedge funds and large institutions have $529M invested in Dimensional Global Credit ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

22% more funds holding

Funds holding: 7996 (+17)

20% more capital invested

Capital invested by funds: $443M → $529M (+$86.4M)

1.79% more ownership

Funds ownership: 72.25%74.04% (+1.8%)

Holders
96
Holders Change
+17
Holders Change %
+21.52%
% of All Funds
1.26%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
23
Increased
47
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1
Vestmark Advisory Solutions
Massachusetts
$80.2M -$70.9M -1,295,164 -47%
IAS
2
Integrity Advisory Solutions
Texas
$48M +$47.4M +865,505 New
M1FG
3
Mach-1 Financial Group
Arkansas
$48M +$47.4M +865,505 New
Bank of America
4
Bank of America
North Carolina
$44.8M +$1.7M +31,097 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$37.3M +$4.44M +81,172 +14%
IA
6
Integrity Alliance
Iowa
$32.4M +$3.34M +61,002 +12%
DPW
7
DiNuzzo Private Wealth
Pennsylvania
$17.9M +$57.2K +1,045 +0.3%
RA
8
RFG Advisory
Alabama
$13.7M +$73.5K +1,343 +0.5%
NA
9
NewEdge Advisors
Louisiana
$13.2M -$1.72M -31,397 -12%
MWM
10
Mattern Wealth Management
Kansas
$12.9M +$737K +13,470 +6%
DB
11
Dravo Bay
Delaware
$12M +$1.23M +22,492 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$11.5M +$19.9K +364 +0.2%
WAN
13
Wealth Advisors Northwest
Oregon
$10.8M +$1.68M +30,654 +19%
OIA
14
OneDigital Investment Advisors
Kansas
$10M +$80.8K +1,476 +0.8%
IWC
15
Integrated Wealth Concepts
Massachusetts
$8.85M +$8.73M +159,631 New
PCA
16
Prosperity Capital Advisors
Ohio
$8.21M +$264K +4,832 +3%
Betterment LLC
17
Betterment LLC
New York
$8M +$493K +9,009 +7%
OFI
18
Outbound Financial Inc
Colorado
$7.63M +$700K +12,803 +10%
AMG
19
APS Management Group
California
$6.7M +$6.61M +120,810 New
SF
20
SageOak Financial
Oklahoma
$6.66M +$375K +6,849 +6%
KAS
21
Kestra Advisory Services
Texas
$6.11M +$1.89M +34,601 +46%
VPF
22
Vantage Point Financial
Illinois
$5M +$449K +8,198 +10%
KIM
23
Kestra Investment Management
Texas
$4.55M +$1.06M +19,319 +31%
MSWM
24
Master's Wealth Management
Pennsylvania
$4.47M +$130K +2,367 +3%
PAS
25
Park Avenue Securities
New York
$3.93M +$641K +11,722 +20%

DGCB Hedge Fund Activity: Q3 2025 in Review

96 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Credit ETF (DGCB) for Q3 2025, worth a combined $529M — up 20% from $443M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DGCB positions and 5 closed out — a net gain of 18 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Mach-1 Financial Group, opening a new position worth an estimated $47.4M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $70.9M.

  • 96 institutional investors held Dimensional Global Credit ETF (DGCB) as of Q3 2025, up from 79 in Q2 2025.
  • Funds reported $529M of Dimensional Global Credit ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 23 funds opened new Dimensional Global Credit ETF positions in Q3 2025 and 5 closed out, a net change of +18 holders.
  • The largest Dimensional Global Credit ETF buyer in Q3 2025 was Mach-1 Financial Group, an estimated $47.4M added.
  • The largest Dimensional Global Credit ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $70.9M sold.

Based on aggregated 13F filings for Q3 2025.