Dimensional Global CreditDGCBETF
13F holders, Q3 2025 (September 30)96holders +17
21new positions
5sold out
2famous investors
$55.43avg. 13F price*
At the end of Q3 2025, 96 institutions reported holding Dimensional Global Credit (DGCB) in their 13F filings, up 17 from Q2 2025. 21 opened new positions and 5 sold out. The largest holders were Vestmark Advisory Solutions, Inc. ($80.2M), Mach-1 Financial Group, LLC ($48.0M) and Integrity Advisory Solutions, LLC ($48.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional Global Credit
- CUSIP
- 25434V567
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $69.6M |
| Exits | 5 | $1.8M |
All 13F filers, Q2 2025 → Q3 2025: 1,819,431 shares bought and 1,380,200 shares sold, net +439,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Vestmark Advisory Solutions, Inc. | 1.53% | Reduce -47.3% | 1,446,070 | $80.2M |
| Mach-1 Financial Group, LLC | 7.66% | New | 865,505 | $48.0M |
| Integrity Advisory Solutions, LLC | 7.66% | — | 865,505 | $48.0M |
| Bank of America Corp. | 0.00% | Add +4.0% | 807,902 | $44.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.7% | 673,316 | $37.3M |
| Integrity Alliance, Llc. | 1.53% | Add +11.7% | 583,449 | $32.4M |
| DiNuzzo Private Wealth, Inc. | 2.03% | Add +0.3% | 327,327 | $17.9M |
| RFG Advisory, LLC | 0.28% | Add +0.5% | 247,902 | $13.7M |
| NewEdge Advisors, LLC | 0.06% | Reduce -11.7% | 238,145 | $13.2M |
| Mattern Wealth Management LLC | 2.58% | Add +6.1% | 233,189 | $12.9M |
| Dravo Bay LLC | 5.32% | Add +11.6% | 217,198 | $12.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.2% | 208,194 | $11.5M |
| Wealth Advisors Northwest LLC | 5.22% | Add +18.7% | 194,840 | $10.8M |
| OneDigital Investment Advisors LLC | 0.10% | Add +0.8% | 180,767 | $10.0M |
| Integrated Wealth Concepts LLC | 0.08% | New | 159,631 | $8.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.48% | Add +3.4% | 148,135 | $8.2M |
| Betterment LLC | 0.02% | Add +6.7% | 144,296 | $8.0M |
| Outbound Financial Inc | 6.22% | Add +10.3% | 137,682 | $7.6M |
| APS Management Group, Inc. | 5.93% | — | 120,810 | $6.7M |
| SageOak Financial, LLC | 4.90% | Add +6.0% | 120,093 | $6.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +45.8% | 110,169 | $6.1M |
| Vantage Point Financial LLC | 1.94% | Add +10.0% | 90,202 | $5.0M |
| Kestra Investment Management, LLC | 0.12% | Add +88.4% | 82,076 | $4.6M |
| Master's Wealth Management Inc. | 1.94% | Add +3.0% | 80,633 | $4.5M |
| Park Avenue Securities LLC | 0.03% | Add +19.8% | 70,814 | $3.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -1.5% | 65,420 | $3.6M |
| Truist Financial Corp. | 0.00% | Reduce -1.7% | 63,636 | $3.5M |
| TCFG Wealth Management, LLC | 1.38% | Add +470.9% | 63,086 | $3.5M |
| Allworth Financial LP | 0.01% | New | 59,030 | $3.3M |
| Tru Independence Asset Management 2, LLC | 2.05% | Reduce -5.7% | 56,099 | $3.1M |
| Simplicity Wealth,LLC | 0.17% | New | 52,603 | $2.9M |
| Meredith Wealth Planning | 0.87% | Add +28.4% | 49,714 | $2.8M |
| Stratos Investment Management, LLC | 0.11% | Add +156.0% | 47,181 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +17.5% | 44,669 | $2.5M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +26.9% | 39,111 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +180.9% | 35,877 | $2.0M |
| Austin Private Wealth, LLC | 0.15% | Add +10.7% | 35,686 | $2.0M |
| Sowell Financial Services LLC | 0.07% | Add +27.4% | 33,257 | $1.8M |
| Farther Finance Advisors, LLC | 0.03% | Add +9.3% | 30,134 | $1.7M |
| LPL Financial LLC | 0.00% | Add +14.9% | 26,093 | $1.4M |
| Two West Capital Advisors LLC | 0.81% | Add +15.3% | 24,266 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | New | 24,239 | $1.3M |
| Smartleaf Asset Management LLC | 0.08% | Add +4.6% | 23,956 | $1.3M |
| Copperleaf Capital, LLC | 0.63% | Add +30.0% | 23,693 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -0.7% | 23,541 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +26.7% | 20,805 | $1.2M |
| Daner Wealth Management, LLC | 0.71% | Reduce -1.6% | 19,531 | $1.1M |
| Porter White Investment Advisors, Inc. | 0.45% | Add +104.9% | 18,995 | $1.1M |
| Brookstone Capital Management | 0.01% | Add +18.9% | 18,348 | $1.0M |
| GeoWealth Management, LLC | 0.03% | Add +65.9% | 15,672 | $869K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.17% | New | 15,643 | $867K |
| Firethorn Wealth Partners, LLC | 0.30% | Reduce -3.0% | 13,564 | $752K |
| Old Mission Capital LLC | 0.03% | New | 12,821 | $711K |
| RCS Financial Planning, LLC | 0.31% | Add +4.9% | 12,525 | $695K |
| Aspire Private Capital, LLC | 0.14% | Reduce -2.0% | 11,336 | $629K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -11.9% | 10,327 | $573K |
| Werba Rubin Papier Wealth Management | 0.09% | New | 9,980 | $553K |
| Savvy Advisors, Inc. | 0.02% | Add +0.5% | 9,663 | $536K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 9,656 | $535K |
| Nalls Sherbakoff Group, LLC | 0.35% | No change | 9,446 | $524K |
| Strategic Investment Solutions, Inc. | 0.13% | Reduce -4.4% | 9,144 | $507K |
| Hershey Financial Advisers, LLC | 0.43% | Reduce -0.0% | 9,110 | $505K |
| Triad Wealth Partners, LLC | 0.06% | New | 8,837 | $490K |
| Silver Oak Securities, Incorporated | 0.04% | Add +2.7% | 8,577 | $476K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 8,545 | $474K |
| Cetera Investment Advisers | 0.00% | Add +10.0% | 8,458 | $469K |
| AE Wealth Management LLC | 0.00% | Add +234.8% | 7,979 | $442K |
| Sei Investments Co. | 0.00% | Reduce -18.3% | 7,350 | $408K |
| Citadel Advisors | 0.00% | Reduce -28.9% | 7,273 | $403K |
| USAdvisors Wealth Management, LLC | 0.13% | Reduce -0.1% | 6,590 | $365K |
| AQR Capital Management | 0.00% | New | 6,539 | $363K |
| Abel Hall, LLC | 0.15% | Add +1.2% | 6,494 | $360K |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 6,494 | $360K |
| Clarity Capital Advisors, LLC | 0.19% | No change | 6,433 | $357K |
| Strategic Wealth Partners, Ltd. | 0.03% | New | 6,135 | $340K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 5,894 | $325K |
| Geneos Wealth Management Inc. | 0.01% | No change | 5,394 | $299K |
| Mgo One Seven LLC | 0.01% | New | 4,891 | $271K |
| Index Fund Advisors, Inc. | 0.01% | New | 4,503 | $250K |
| Wells Fargo & Company | 0.00% | Add +2854.8% | 4,314 | $239K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.0% | 4,262 | $236K |
| Pathstone Holdings, LLC | 0.00% | No change | 3,942 | $219K |
| MML Investors Services, LLC | 0.00% | New | 3,887 | $216K |
| Selective Wealth Management, Inc. | 0.07% | New | 3,676 | $204K |
| Concord Wealth Partners | 0.02% | No change | 3,198 | $177K |
| Millstone Evans Group, LLC | 0.07% | Reduce -48.3% | 2,036 | $113K |
| Comerica Bank | 0.00% | Add +0.2% | 1,547 | $86K |
| Washington Trust Advisors, Inc. | 0.01% | New | 1,332 | $74K |
| Elevate Wealth Advisory, Inc. | 0.04% | Add +18.0% | 1,116 | $62K |
| IFP Advisors, Inc | 0.00% | Reduce -83.1% | 1,050 | $58K |
| City State Bank | 0.02% | New | 1,000 | $55K |
| Cwm, LLC | 0.00% | No change | 775 | $43K |
| Assetmark, Inc. | 0.00% | Add +126.5% | 351 | $19K |
| Rialto Wealth Management, LLC | 0.00% | New | 242 | $13K |
| Morgan Stanley | 0.00% | New | 229 | $13K |
| Pinney & Scofield, Inc. | 0.00% | No change | 10 | $529 |
"% of holder's portfolio" is DGCB's weight in each manager's 13F, not the share of Dimensional Global Credit the manager owns.