Dimensional Global CreditDGCBETF
13F holders, Q1 2025 (March 31)71holders +8
15new positions
7sold out
1famous investor
$53.17avg. 13F price*
At the end of Q1 2025, 71 institutions reported holding Dimensional Global Credit (DGCB) in their 13F filings, up 8 from Q4 2024. 15 opened new positions and 7 sold out. The largest holders were Vestmark Advisory Solutions, Inc. ($64.8M), Bank of America Corp. ($37.1M) and Envestnet Asset Management Inc. ($27.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $36.4M |
| Exits | 7 | $5.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,329,690 shares bought and 708,844 shares sold, net +620,846 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Vestmark Advisory Solutions, Inc. | 1.67% | Reduce -1.2% | 1,218,576 | $64.8M |
| Bank of America Corp. | 0.00% | Reduce -14.3% | 697,389 | $37.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +24.5% | 512,373 | $27.2M |
| Integrity Alliance, Llc. | 1.00% | New | 475,080 | $25.3M |
| NewEdge Advisors, LLC | 0.11% | Reduce -53.5% | 337,182 | $17.9M |
| DiNuzzo Private Wealth, Inc. | 2.20% | Add +0.1% | 329,269 | $17.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.1% | 290,365 | $15.4M |
| RFG Advisory, LLC | 0.37% | Add +3779.5% | 256,981 | $13.7M |
| Dravo Bay LLC | 5.42% | Reduce -3.9% | 192,214 | $10.2M |
| Mattern Wealth Management LLC | 2.22% | Add +8.4% | 188,766 | $10.0M |
| OneDigital Investment Advisors LLC | 0.10% | Add +8.8% | 158,510 | $8.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.59% | Add +5.9% | 140,665 | $7.5M |
| Tru Independence Asset Management 2, LLC | 5.45% | Add +45.1% | 137,066 | $7.3M |
| Betterment LLC | 0.02% | Add +30.2% | 120,801 | $6.4M |
| Wealth Advisors Northwest LLC | 3.73% | Add +96.8% | 110,775 | $5.9M |
| SageOak Financial, LLC | 4.87% | Add +71.5% | 103,269 | $5.5M |
| Vantage Point Financial LLC | 2.19% | Add +11.2% | 81,684 | $4.3M |
| Master's Wealth Management Inc. | 2.14% | Add +1.4% | 76,726 | $4.1M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.2% | 72,501 | $3.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -2.3% | 62,924 | $3.3M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -2.3% | 62,924 | $3.3M |
| Truist Financial Corp. | 0.01% | Add +23.0% | 62,014 | $3.3M |
| Simplicity Wealth,LLC | 0.21% | New | 51,974 | $2.8M |
| Virtu Financial LLC | 0.12% | New | 40,812 | $2.2M |
| Meredith Wealth Planning | 0.81% | Add +6.5% | 34,734 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +18.7% | 30,040 | $1.6M |
| Park Avenue Securities LLC | 0.02% | Add +47.1% | 26,698 | $1.4M |
| Austin Private Wealth, LLC | 0.13% | New | 26,233 | $1.4M |
| Citigroup Inc. | 0.00% | Add +5.1% | 25,501 | $1.4M |
| Sowell Financial Services LLC | 0.06% | Add +2.7% | 24,794 | $1.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +51.9% | 23,348 | $1.2M |
| Two West Capital Advisors LLC | 0.99% | Add +90.5% | 22,768 | $1.2M |
| Smartleaf Asset Management LLC | 0.11% | Add +6.9% | 22,082 | $1.2M |
| CW Advisors, LLC | 0.01% | New | 19,347 | $1.0M |
| Kestra Investment Management, LLC | 0.02% | Add +179.7% | 19,194 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Add +61.9% | 18,779 | $998K |
| Great Valley Advisor Group, Inc. | 0.02% | New | 18,155 | $966K |
| Copperleaf Capital, LLC | 0.58% | Add +1.5% | 18,151 | $965K |
| Jane Street Group, LLC | 0.00% | Reduce -44.3% | 17,790 | $946K |
| CreativeOne Wealth, LLC | 0.02% | Add +20.7% | 15,094 | $803K |
| Balance Wealth Partners LLC | 0.51% | — | 14,636 | $778K |
| Firethorn Wealth Partners, LLC | 0.37% | Reduce -0.5% | 14,466 | $769K |
| Strategic Investment Solutions, Inc. | 0.21% | Reduce -58.2% | 13,589 | $723K |
| RCS Financial Planning, LLC | 0.35% | Reduce -24.2% | 12,547 | $667K |
| Aspire Private Capital, LLC | 0.15% | Reduce -9.4% | 11,569 | $615K |
| Millstone Evans Group, LLC | 0.42% | Add +3.3% | 11,507 | $612K |
| TCFG Wealth Management, LLC | 0.31% | Reduce -78.1% | 11,493 | $611K |
| Citadel Advisors | 0.00% | New | 11,401 | $606K |
| Savvy Advisors, Inc. | 0.05% | Add +41.6% | 9,446 | $502K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.9% | 9,026 | $480K |
| Silver Oak Securities, Incorporated | 0.04% | Add +6.0% | 7,622 | $405K |
| USAdvisors Wealth Management, LLC | 0.13% | New | 7,146 | $379K |
| Clarity Capital Advisors, LLC | 0.22% | New | 6,433 | $342K |
| Abel Hall, LLC | 0.21% | Reduce -2.2% | 6,429 | $342K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.2% | 6,429 | $342K |
| IFP Advisors, Inc | 0.01% | Add +5.6% | 6,164 | $328K |
| LPL Financial LLC | 0.00% | New | 6,132 | $326K |
| Porter White Investment Advisors, Inc. | 0.15% | New | 5,830 | $310K |
| Geneos Wealth Management Inc. | 0.01% | Add +19.5% | 5,504 | $293K |
| Merit Financial Group, LLC | 0.00% | New | 4,213 | $224K |
| Cary Street Partners Financial LLC | 0.01% | New | 4,052 | $215K |
| Pathstone Holdings, LLC | 0.00% | New | 3,942 | $210K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,789 | $201K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.6% | 3,730 | $198K |
| Comerica Bank | 0.00% | Reduce -2.8% | 1,518 | $81K |
| Concord Wealth Partners | 0.01% | Add +606.4% | 1,321 | $70K |
| Elevate Wealth Advisory, Inc. | 0.04% | No change | 946 | $50K |
| Cwm, LLC | 0.00% | Add +0.7% | 775 | $41K |
| 10Elms LLP | 0.02% | No change | 350 | $19K |
| Assetmark, Inc. | 0.00% | Add +107.5% | 166 | $9K |
| Pinney & Scofield, Inc. | 0.00% | Add +11.1% | 10 | $508 |
"% of holder's portfolio" is DGCB's weight in each manager's 13F, not the share of Dimensional Global Credit the manager owns.