Dimensional Global CreditDGCBETF
13F holders, Q3 2024 (September 30)52holders +12
11new positions
1sold out
1famous investor
$54.84avg. 13F price*
At the end of Q3 2024, 52 institutions reported holding Dimensional Global Credit (DGCB) in their 13F filings, up 12 from Q2 2024. 11 opened new positions and 1 sold out. The largest holders were Vestmark Advisory Solutions, Inc. ($63.8M), NewEdge Advisors, LLC ($42.4M) and Bank of America Corp. ($39.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional Global Credit
- CUSIP
- 25434V567
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $18.7M |
| Exits | 1 | $139K |
All 13F filers, Q2 2024 → Q3 2024: 1,517,273 shares bought and 41,193 shares sold, net +1,476,080 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Vestmark Advisory Solutions, Inc. | 2.38% | Add +8.2% | 1,164,169 | $63.8M |
| NewEdge Advisors, LLC | 0.28% | Add +1256.7% | 773,556 | $42.4M |
| Bank of America Corp. | 0.00% | Add +12.9% | 720,938 | $39.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.8% | 397,306 | $21.8M |
| DiNuzzo Private Wealth, Inc. | 2.16% | Add +0.5% | 319,828 | $17.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +10.3% | 267,550 | $14.7M |
| Dravo Bay LLC | 5.36% | New | 190,121 | $10.4M |
| Mattern Wealth Management LLC | 2.18% | Add +135.9% | 180,784 | $9.9M |
| OneDigital Investment Advisors LLC | 0.07% | Add +33.2% | 107,692 | $5.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.40% | New | 86,342 | $4.7M |
| Virtu Financial LLC | 0.22% | Add +532.2% | 73,585 | $4.0M |
| Betterment LLC | 0.01% | Add +11.1% | 61,107 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -4.3% | 54,760 | $3.0M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -4.3% | 54,760 | $3.0M |
| TCFG Wealth Management, LLC | 1.35% | — | 48,835 | $2.7M |
| Jane Street Group, LLC | 0.00% | Reduce -10.8% | 45,915 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +6.1% | 42,000 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +18.9% | 41,264 | $2.3M |
| LifePro Asset Management | 1.36% | Add +12.0% | 40,611 | $2.2M |
| Old Mission Capital LLC | 0.04% | Reduce -32.7% | 32,567 | $1.8M |
| Tru Independence Asset Management 2, LLC | 1.23% | — | 26,698 | $1.5M |
| Strategic Investment Solutions, Inc. | 0.44% | Reduce -8.3% | 26,513 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +3.8% | 20,726 | $1.1M |
| Smartleaf Asset Management LLC | 0.13% | Add +8.5% | 19,654 | $1.1M |
| Copperleaf Capital, LLC | 0.73% | Add +11.9% | 17,263 | $947K |
| Sowell Financial Services LLC | 0.04% | New | 17,117 | $939K |
| RFG Advisory, LLC | 0.03% | Add +9.1% | 16,547 | $907K |
| Firethorn Wealth Partners, LLC | 0.37% | Reduce -17.8% | 13,294 | $729K |
| Aspire Private Capital, LLC | 0.16% | Reduce -1.9% | 12,543 | $688K |
| CreativeOne Wealth, LLC | 0.02% | Add +68.5% | 11,908 | $653K |
| Meredith Wealth Planning | 0.30% | New | 11,583 | $635K |
| Citigroup Inc. | 0.00% | New | 11,303 | $620K |
| GeoWealth Management, LLC | 0.02% | Add +29.3% | 9,670 | $530K |
| Park Avenue Securities LLC | 0.01% | New | 9,306 | $510K |
| Raymond James & Associates | 0.00% | New | 8,571 | $470K |
| Two West Capital Advisors LLC | 0.35% | Add +34.7% | 7,877 | $432K |
| Hutchens & Kramer Investment Management Group, LLC | 0.21% | Reduce -7.1% | 6,888 | $379K |
| Silver Oak Securities, Incorporated | 0.04% | Add +75.2% | 6,738 | $369K |
| Abel Hall, LLC | 0.23% | Add +0.2% | 6,458 | $354K |
| JPMorgan Chase & Co. | 0.00% | Add +0.2% | 6,458 | $354K |
| Savvy Advisors, Inc. | 0.07% | Add +63.6% | 6,397 | $351K |
| Farther Finance Advisors, LLC | 0.01% | Add +70.5% | 6,306 | $346K |
| LPL Financial LLC | 0.00% | Add +37.2% | 5,874 | $322K |
| Citadel Advisors | 0.00% | New | 5,635 | $309K |
| IFP Advisors, Inc | 0.01% | Add +383.2% | 5,011 | $275K |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.6% | 3,307 | $181K |
| Comerica Bank | 0.00% | Reduce -0.5% | 1,528 | $84K |
| Elevate Wealth Advisory, Inc. | 0.04% | New | 946 | $52K |
| Cwm, LLC | 0.00% | New | 529 | $29K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Add +8.3% | 380 | $21K |
| Concord Wealth Partners | 0.00% | New | 183 | $10K |
| UBS Group AG | 0.00% | Reduce -98.6% | 68 | $4K |
"% of holder's portfolio" is DGCB's weight in each manager's 13F, not the share of Dimensional Global Credit the manager owns.