Dimensional Global CreditDGCBETF
13F holders, Q2 2024 (June 30)40holders +10
8new positions
0sold out
$52.68avg. 13F price*
At the end of Q2 2024, 40 institutions reported holding Dimensional Global Credit (DGCB) in their 13F filings, up 10 from Q1 2024. 8 opened new positions and 0 sold out. The largest holders were Vestmark Advisory Solutions, Inc. ($56.7M), Bank of America Corp. ($33.6M) and Envestnet Asset Management Inc. ($19.8M).
- Company
- Dimensional Global Credit
- CUSIP
- 25434V567
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.0M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 573,782 shares bought and 60,080 shares sold, net +513,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Vestmark Advisory Solutions, Inc. | 2.37% | Add +8.2% | 1,076,020 | $56.7M |
| Bank of America Corp. | 0.00% | Add +29.2% | 638,683 | $33.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.9% | 375,718 | $19.8M |
| DiNuzzo Private Wealth, Inc. | 2.26% | Add +1.1% | 318,138 | $16.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +112.4% | 242,641 | $12.8M |
| OneDigital Investment Advisors LLC | 0.05% | Add +26.5% | 80,876 | $4.3M |
| Mattern Wealth Management LLC | 0.97% | Add +64.7% | 76,626 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +29.2% | 57,209 | $3.0M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +29.2% | 57,209 | $3.0M |
| NewEdge Advisors, LLC | 0.02% | Add +177.2% | 57,017 | $3.0M |
| Betterment LLC | 0.01% | Add +45.5% | 55,028 | $2.9M |
| Jane Street Group, LLC | 0.00% | Reduce -1.4% | 51,483 | $2.7M |
| Old Mission Capital LLC | 0.07% | Reduce -38.1% | 48,386 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +16.5% | 39,569 | $2.1M |
| LifePro Asset Management | 1.37% | Add +12.4% | 36,271 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +204.0% | 34,698 | $1.8M |
| Strategic Investment Solutions, Inc. | 0.50% | — | 28,908 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +18.6% | 19,976 | $1.1M |
| Smartleaf Asset Management LLC | 0.16% | Reduce -8.7% | 18,118 | $957K |
| Firethorn Wealth Partners, LLC | 0.48% | Add +29.4% | 16,165 | $851K |
| Copperleaf Capital, LLC | 0.65% | Reduce -3.7% | 15,421 | $812K |
| RFG Advisory, LLC | 0.03% | Add +23.5% | 15,169 | $799K |
| Aspire Private Capital, LLC | 0.17% | Add +11.9% | 12,791 | $674K |
| Virtu Financial LLC | 0.04% | Reduce -22.2% | 11,639 | $613K |
| GeoWealth Management, LLC | 0.02% | Add +174.0% | 7,479 | $394K |
| Hutchens & Kramer Investment Management Group, LLC | 0.21% | Reduce -7.8% | 7,418 | $389K |
| CreativeOne Wealth, LLC | 0.02% | Add +8.3% | 7,067 | $372K |
| JPMorgan Chase & Co. | 0.00% | New | 6,446 | $340K |
| Abel Hall, LLC | 0.24% | New | 6,446 | $340K |
| Two West Capital Advisors LLC | 0.29% | — | 5,849 | $308K |
| UBS Group AG | 0.00% | New | 4,825 | $254K |
| Osaic Holdings, Inc. | 0.00% | New | 4,765 | $251K |
| LPL Financial LLC | 0.00% | New | 4,282 | $226K |
| Savvy Advisors, Inc. | 0.07% | New | 3,910 | $206K |
| Silver Oak Securities, Incorporated | 0.03% | New | 3,847 | $203K |
| Farther Finance Advisors, LLC | 0.01% | Add +262.6% | 3,698 | $194K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,642 | $139K |
| Comerica Bank | 0.00% | Add +0.3% | 1,535 | $81K |
| IFP Advisors, Inc | 0.00% | Add +8.1% | 1,037 | $55K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Add +361.8% | 351 | $19K |
"% of holder's portfolio" is DGCB's weight in each manager's 13F, not the share of Dimensional Global Credit the manager owns.