Dimensional Global CreditDGCBETF
13F holders, Q2 2025 (June 30)79holders +8
12new positions
6sold out
1famous investor
$54.25avg. 13F price*
At the end of Q2 2025, 79 institutions reported holding Dimensional Global Credit (DGCB) in their 13F filings, up 8 from Q1 2025. 12 opened new positions and 6 sold out. The largest holders were Vestmark Advisory Solutions, Inc. ($148.7M), Bank of America Corp. ($42.1M) and Envestnet Asset Management Inc. ($32.1M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.2M |
| Exits | 6 | $6.9M |
All 13F filers, Q1 2025 → Q2 2025: 2,107,341 shares bought and 398,606 shares sold, net +1,708,735 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Vestmark Advisory Solutions, Inc. | 2.15% | Add +125.0% | 2,741,234 | $148.7M |
| Bank of America Corp. | 0.00% | Add +11.4% | 776,805 | $42.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.6% | 592,144 | $32.1M |
| Integrity Alliance, Llc. | 1.55% | Add +10.0% | 522,447 | $28.3M |
| DiNuzzo Private Wealth, Inc. | 2.10% | Reduce -0.9% | 326,282 | $17.7M |
| NewEdge Advisors, LLC | 0.08% | Reduce -20.1% | 269,542 | $14.6M |
| RFG Advisory, LLC | 0.31% | Reduce -4.1% | 246,559 | $13.4M |
| Mattern Wealth Management LLC | 2.48% | Add +16.4% | 219,719 | $11.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -28.4% | 207,830 | $11.3M |
| Dravo Bay LLC | 5.20% | Add +1.3% | 194,706 | $10.7M |
| OneDigital Investment Advisors LLC | 0.11% | Add +13.1% | 179,291 | $9.7M |
| Wealth Advisors Northwest LLC | 4.69% | Add +48.2% | 164,186 | $8.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.51% | Add +1.9% | 143,303 | $7.8M |
| Betterment LLC | 0.02% | Add +12.0% | 135,287 | $7.3M |
| Outbound Financial Inc | 6.19% | — | 124,879 | $6.8M |
| SageOak Financial, LLC | 4.91% | Add +9.7% | 113,244 | $6.1M |
| Vantage Point Financial LLC | 1.95% | Add +0.4% | 82,004 | $4.4M |
| Master's Wealth Management Inc. | 1.98% | Add +2.0% | 78,266 | $4.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +4.2% | 75,568 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +5.5% | 66,402 | $3.6M |
| Truist Financial Corp. | 0.01% | Add +4.4% | 64,762 | $3.5M |
| Tru Independence Asset Management 2, LLC | 2.21% | Reduce -56.6% | 59,506 | $3.2M |
| Park Avenue Securities LLC | 0.03% | Add +121.3% | 59,092 | $3.2M |
| Kestra Investment Management, LLC | 0.07% | Add +127.0% | 43,563 | $2.4M |
| Meredith Wealth Planning | 0.76% | Add +11.5% | 38,720 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +109.4% | 38,021 | $2.1M |
| Austin Private Wealth, LLC | 0.14% | Add +22.9% | 32,238 | $1.7M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +2.6% | 30,821 | $1.7M |
| Farther Finance Advisors, LLC | 0.03% | Add +18.1% | 27,568 | $1.5M |
| Sowell Financial Services LLC | 0.06% | Add +5.3% | 26,107 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | New | 25,305 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -7.1% | 23,695 | $1.3M |
| Smartleaf Asset Management LLC | 0.11% | Add +3.7% | 22,901 | $1.2M |
| LPL Financial LLC | 0.00% | Add +270.3% | 22,706 | $1.2M |
| Two West Capital Advisors LLC | 0.75% | Reduce -7.5% | 21,054 | $1.1M |
| Daner Wealth Management, LLC | 0.75% | — | 19,852 | $1.1M |
| CW Advisors, LLC | 0.01% | Add +2.7% | 19,868 | $1.1M |
| Stratos Investment Management, LLC | 0.05% | New | 18,432 | $1000K |
| Copperleaf Capital, LLC | 0.50% | Add +0.4% | 18,231 | $989K |
| CreativeOne Wealth, LLC | 0.02% | Add +8.8% | 16,425 | $891K |
| Brookstone Capital Management | 0.01% | New | 15,433 | $837K |
| Firethorn Wealth Partners, LLC | 0.33% | Reduce -3.4% | 13,978 | $758K |
| Osaic Holdings, Inc. | 0.00% | Add +242.4% | 12,773 | $693K |
| RCS Financial Planning, LLC | 0.32% | Reduce -4.8% | 11,944 | $648K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +209.6% | 11,729 | $636K |
| Aspire Private Capital, LLC | 0.15% | No change | 11,569 | $627K |
| TCFG Wealth Management, LLC | 0.27% | Reduce -3.9% | 11,050 | $599K |
| Citadel Advisors | 0.00% | Reduce -10.2% | 10,233 | $555K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.8% | 9,731 | $528K |
| Savvy Advisors, Inc. | 0.03% | Add +1.8% | 9,620 | $522K |
| Strategic Investment Solutions, Inc. | 0.16% | Reduce -29.6% | 9,562 | $518K |
| Nalls Sherbakoff Group, LLC | 0.37% | New | 9,446 | $512K |
| GeoWealth Management, LLC | 0.02% | Reduce -49.7% | 9,446 | $512K |
| Porter White Investment Advisors, Inc. | 0.23% | Add +59.0% | 9,269 | $503K |
| Hershey Financial Advisers, LLC | 0.44% | — | 9,111 | $494K |
| Sei Investments Co. | 0.00% | New | 8,993 | $488K |
| Silver Oak Securities, Incorporated | 0.04% | Add +9.6% | 8,350 | $453K |
| Cetera Investment Advisers | 0.00% | New | 7,686 | $417K |
| USAdvisors Wealth Management, LLC | 0.13% | Reduce -7.7% | 6,593 | $357K |
| Clarity Capital Advisors, LLC | 0.20% | No change | 6,433 | $349K |
| Abel Hall, LLC | 0.16% | Reduce -0.2% | 6,416 | $348K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 6,416 | $348K |
| IFP Advisors, Inc | 0.01% | Add +0.8% | 6,216 | $337K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.0% | 5,394 | $293K |
| Merit Financial Group, LLC | 0.00% | Add +1.2% | 4,263 | $231K |
| Pathstone Holdings, LLC | 0.00% | No change | 3,942 | $214K |
| Millstone Evans Group, LLC | 0.15% | Reduce -65.8% | 3,941 | $214K |
| Concord Wealth Partners | 0.03% | Add +142.1% | 3,198 | $173K |
| Exchange Traded Concepts, LLC | 0.00% | New | 2,557 | $139K |
| AE Wealth Management LLC | 0.00% | New | 2,383 | $129K |
| Raymond James Financial Inc. | 0.00% | New | 2,040 | $111K |
| Jones Financial Companies LLLP | 0.00% | New | 1,871 | $101K |
| Brooklyn Investment Group | 0.01% | New | 1,655 | $90K |
| Comerica Bank | 0.00% | Add +1.7% | 1,544 | $84K |
| Elevate Wealth Advisory, Inc. | 0.04% | No change | 946 | $51K |
| Cwm, LLC | 0.00% | No change | 775 | $42K |
| Assetmark, Inc. | 0.00% | Reduce -6.6% | 155 | $8K |
| Wells Fargo & Company | 0.00% | New | 146 | $8K |
| Pinney & Scofield, Inc. | 0.00% | No change | 10 | $518 |
"% of holder's portfolio" is DGCB's weight in each manager's 13F, not the share of Dimensional Global Credit the manager owns.