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Dimensional Global Credit ETF

110 hedge funds and large institutions have $596M invested in Dimensional Global Credit ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

129% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 24

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

16% more funds holding

Funds holding: 95110 (+15)

14% more capital invested

Capital invested by funds: $522M → $596M (+$74.3M)

0.29% more ownership

Funds ownership: 72.97%73.26% (+0.29%)

Holders
110
Holders Change
+15
Holders Change %
+15.79%
% of All Funds
1.34%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
23
Increased
55
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1
Vestmark Advisory Solutions
Massachusetts
$83.4M +$5.08M +92,337 +6%
IAS
2
Integrity Advisory Solutions
Texas
$54.8M +$7.99M +145,062 +17%
Bank of America
3
Bank of America
North Carolina
$49.2M +$5.47M +99,304 +12%
IA
4
Integrity Alliance
Iowa
$42.6M +$11.1M +201,801 +35%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.5M +$3.02M +54,875 +8%
TAWM
6
Three Arch Wealth Management
California
$29.8M +$30.3M +550,098 New
TWC
7
Tencap Wealth Coaching
Utah
$23.5M +$23.8M +432,261 New
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$17.9M +$108K +1,970 +0.6%
OIA
9
OneDigital Investment Advisors
Kansas
$14.7M +$4.99M +90,636 +50%
RA
10
RFG Advisory
Alabama
$14.1M +$680K +12,348 +5%
MWM
11
Mattern Wealth Management
Kansas
$13.4M +$808K +14,674 +6%
DB
12
Dravo Bay
Delaware
$13.1M +$1.32M +24,009 +11%
WAN
13
Wealth Advisors Northwest
Oregon
$12.2M +$1.63M +29,620 +15%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$11.4M +$126K +2,293 +1%
NA
15
NewEdge Advisors
Louisiana
$10.1M -$2.84M -51,648 -22%
IWC
16
Integrated Wealth Concepts
Massachusetts
$9.02M +$367K +6,660 +4%
Betterment LLC
17
Betterment LLC
New York
$8.89M +$1.08M +19,678 +14%
EWP
18
E-Wealth Partners
Minnesota
$8.08M +$8.21M +149,047 New
AMG
19
APS Management Group
California
$7.05M +$508K +9,216 +8%
PCA
20
Prosperity Capital Advisors
Ohio
$6.99M -$1.06M -19,274 -13%
DAS
21
Dynamic Advisor Solutions
Arizona
$6.88M +$6.99M +126,889 New
SF
22
SageOak Financial
Oklahoma
$6.78M +$270K +4,903 +4%
AF
23
Allworth Financial
California
$6.78M +$3.63M +65,936 +112%
KIM
24
Kestra Investment Management
Texas
$6.1M +$1.68M +30,447 +37%
KAS
25
Kestra Advisory Services
Texas
$5.97M -$5.23K -95 -0.1%