Dimensional Global CreditDGCBETF
13F holders, Q1 2024 (March 31)30holders
$52.94avg. 13F price*
At the end of Q1 2024, 30 institutions reported holding Dimensional Global Credit (DGCB) in their 13F filings. The largest holders were Vestmark Advisory Solutions, Inc. ($52.7M), Bank of America Corp. ($26.2M) and Envestnet Asset Management Inc. ($21.1M).
- Company
- Dimensional Global Credit
- CUSIP
- 25434V567
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $44.6M |
| Exits | 4 | $285K |
Ownership 30 holders
| Vestmark Advisory Solutions, Inc. | 2.27% | Add +16.2% | 994,474 | $52.7M |
| Bank of America Corp. | 0.00% | New | 494,323 | $26.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +229.3% | 399,087 | $21.1M |
| DiNuzzo Private Wealth, Inc. | 2.25% | Add +0.7% | 314,628 | $16.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +298.3% | 114,214 | $6.0M |
| Old Mission Capital LLC | 0.10% | New | 78,124 | $4.1M |
| OneDigital Investment Advisors LLC | 0.05% | New | 63,915 | $3.4M |
| Jane Street Group, LLC | 0.00% | Reduce -48.8% | 52,199 | $2.8M |
| Mattern Wealth Management LLC | 0.60% | New | 46,534 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +18.8% | 44,289 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +18.8% | 44,289 | $2.3M |
| Betterment LLC | 0.01% | New | 37,831 | $2.0M |
| Truist Financial Corp. | 0.00% | Reduce -45.8% | 33,965 | $1.8M |
| LifePro Asset Management | 1.13% | New | 32,278 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -26.5% | 20,571 | $1.1M |
| Smartleaf Asset Management LLC | 0.20% | New | 19,837 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.07% | New | 16,849 | $873K |
| Copperleaf Capital, LLC | 0.73% | New | 16,019 | $848K |
| Virtu Financial LLC | 0.06% | Reduce -3.2% | 14,952 | $792K |
| Firethorn Wealth Partners, LLC | 0.39% | Add +96.9% | 12,496 | $662K |
| RFG Advisory, LLC | 0.02% | New | 12,286 | $651K |
| Aspire Private Capital, LLC | 0.16% | Add +33.0% | 11,435 | $605K |
| Kestra Advisory Services, LLC | 0.00% | New | 11,414 | $604K |
| Hutchens & Kramer Investment Management Group, LLC | 0.25% | New | 8,045 | $424K |
| CreativeOne Wealth, LLC | 0.01% | Add +40.6% | 6,528 | $346K |
| GeoWealth Management, LLC | 0.01% | New | 2,730 | $145K |
| Comerica Bank | 0.00% | Add +3.8% | 1,530 | $81K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,020 | $54K |
| IFP Advisors, Inc | 0.00% | New | 959 | $51K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 76 | $4K |
"% of holder's portfolio" is DGCB's weight in each manager's 13F, not the share of Dimensional Global Credit the manager owns.