Dimensional Global CreditDGCBETF
13F holders, Q4 2024 (December 31)63holders +11
7new positions
3sold out
$52.61avg. 13F price*
At the end of Q4 2024, 63 institutions reported holding Dimensional Global Credit (DGCB) in their 13F filings, up 11 from Q3 2024. 7 opened new positions and 3 sold out. The largest holders were Vestmark Advisory Solutions, Inc. ($64.8M), Bank of America Corp. ($42.8M) and NewEdge Advisors, LLC ($38.1M).
- Company
- Dimensional Global Credit
- CUSIP
- 25434V567
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.2M |
| Exits | 3 | $4.7M |
All 13F filers, Q3 2024 → Q4 2024: 588,772 shares bought and 190,660 shares sold, net +398,112 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Vestmark Advisory Solutions, Inc. | 2.23% | Add +5.9% | 1,232,828 | $64.8M |
| Bank of America Corp. | 0.00% | Add +12.9% | 814,088 | $42.8M |
| NewEdge Advisors, LLC | 0.23% | Reduce -6.2% | 725,258 | $38.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.6% | 411,531 | $21.6M |
| DiNuzzo Private Wealth, Inc. | 2.19% | Add +2.9% | 329,055 | $17.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.4% | 287,292 | $15.1M |
| Dravo Bay LLC | 5.10% | Add +5.3% | 200,106 | $10.5M |
| Mattern Wealth Management LLC | 2.02% | Reduce -3.7% | 174,075 | $9.2M |
| OneDigital Investment Advisors LLC | 0.09% | Add +35.3% | 145,715 | $7.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.57% | Add +53.9% | 132,836 | $7.0M |
| Tru Independence Asset Management 2, LLC | 4.14% | Add +253.9% | 94,481 | $5.0M |
| Betterment LLC | 0.01% | Add +51.9% | 92,808 | $4.9M |
| Fig Financial Advisory Services Inc. | 2.76% | — | 77,254 | $4.1M |
| Master's Wealth Management Inc. | 2.13% | — | 75,679 | $4.0M |
| Vantage Point Financial LLC | 2.08% | — | 73,441 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +76.1% | 72,670 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +17.6% | 64,425 | $3.4M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +17.6% | 64,425 | $3.4M |
| SageOak Financial, LLC | 2.89% | — | 60,199 | $3.2M |
| Wealth Advisors Northwest LLC | 2.02% | — | 56,280 | $3.0M |
| TCFG Wealth Management, LLC | 1.40% | Add +7.5% | 52,515 | $2.8M |
| Truist Financial Corp. | 0.00% | Add +20.0% | 50,418 | $2.7M |
| Strategic Investment Solutions, Inc. | 0.60% | Add +22.7% | 32,540 | $1.8M |
| Meredith Wealth Planning | 0.76% | Add +181.6% | 32,614 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -30.4% | 31,932 | $1.7M |
| Daner Wealth Management, LLC | 1.02% | — | 26,248 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +22.1% | 25,316 | $1.3M |
| Citigroup Inc. | 0.00% | Add +114.7% | 24,269 | $1.3M |
| Sowell Financial Services LLC | 0.07% | Add +41.0% | 24,137 | $1.3M |
| Smartleaf Asset Management LLC | 0.11% | Add +5.1% | 20,661 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +95.0% | 18,144 | $954K |
| Copperleaf Capital, LLC | 0.60% | Add +3.6% | 17,882 | $941K |
| RCS Financial Planning, LLC | 0.46% | New | 16,543 | $870K |
| Farther Finance Advisors, LLC | 0.03% | Add +143.7% | 15,370 | $808K |
| Firethorn Wealth Partners, LLC | 0.38% | Add +9.3% | 14,532 | $764K |
| Aspire Private Capital, LLC | 0.17% | Add +1.9% | 12,775 | $672K |
| CreativeOne Wealth, LLC | 0.02% | Add +5.0% | 12,507 | $658K |
| Two West Capital Advisors LLC | 0.54% | Add +51.7% | 11,952 | $629K |
| GeoWealth Management, LLC | 0.02% | Add +20.0% | 11,603 | $610K |
| Millstone Evans Group, LLC | 0.40% | — | 11,136 | $586K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 8,602 | $452K |
| Old Mission Capital LLC | 0.01% | Reduce -77.5% | 7,334 | $386K |
| Silver Oak Securities, Incorporated | 0.04% | Add +6.7% | 7,187 | $379K |
| Kestra Investment Management, LLC | 0.01% | New | 6,862 | $361K |
| Savvy Advisors, Inc. | 0.04% | Add +4.3% | 6,671 | $351K |
| RFG Advisory, LLC | 0.01% | Reduce -60.0% | 6,624 | $348K |
| Abel Hall, LLC | 0.22% | Add +1.8% | 6,571 | $346K |
| JPMorgan Chase & Co. | 0.00% | Add +1.8% | 6,571 | $346K |
| IFP Advisors, Inc | 0.01% | Add +16.5% | 5,838 | $307K |
| Hutchens & Kramer Investment Management Group, LLC | 0.16% | Reduce -20.6% | 5,468 | $288K |
| Symmetry Partners, LLC | 0.04% | New | 5,371 | $283K |
| Osaic Holdings, Inc. | 0.00% | Add +49.7% | 4,950 | $260K |
| Geneos Wealth Management Inc. | 0.01% | New | 4,606 | $242K |
| Comerica Bank | 0.00% | Add +2.2% | 1,562 | $82K |
| UBS Group AG | 0.00% | Add +1889.7% | 1,353 | $71K |
| Elevate Wealth Advisory, Inc. | 0.04% | No change | 946 | $50K |
| Cwm, LLC | 0.00% | Add +45.6% | 770 | $41K |
| Royal Bank of Canada | 0.00% | New | 661 | $35K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Add +0.5% | 382 | $20K |
| 10Elms LLP | 0.02% | — | 350 | $18K |
| Concord Wealth Partners | 0.00% | Add +2.2% | 187 | $10K |
| Assetmark, Inc. | 0.00% | New | 80 | $4K |
| Pinney & Scofield, Inc. | 0.00% | — | 9 | $499 |
"% of holder's portfolio" is DGCB's weight in each manager's 13F, not the share of Dimensional Global Credit the manager owns.