Dimensional Global CreditDGCBETF
13F holders, Q4 2025 (December 31)111holders +15
12new positions
7sold out
2famous investors
$54.24avg. 13F price*
At the end of Q4 2025, 111 institutions reported holding Dimensional Global Credit (DGCB) in their 13F filings, up 15 from Q3 2025. 12 opened new positions and 7 sold out. The largest holders were Vestmark Advisory Solutions, Inc. ($83.4M), Integrity Advisory Solutions, LLC ($54.8M) and Bank of America Corp. ($49.2M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $16.7M |
| Exits | 7 | $54.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,358,486 shares bought and 1,191,797 shares sold, net +166,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| Vestmark Advisory Solutions, Inc. | 1.13% | Add +6.4% | 1,538,407 | $83.4M |
| Integrity Advisory Solutions, LLC | 7.89% | Add +16.8% | 1,010,567 | $54.8M |
| Bank of America Corp. | 0.00% | Add +12.3% | 907,206 | $49.2M |
| Integrity Alliance, Llc. | 1.56% | Add +34.6% | 785,250 | $42.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.2% | 728,191 | $39.5M |
| Three Arch Wealth Management LLC | 5.59% | — | 550,098 | $29.8M |
| Tencap Wealth Coaching, LLC | 8.88% | — | 432,261 | $23.5M |
| DiNuzzo Private Wealth, Inc. | 1.94% | Add +0.6% | 329,297 | $17.9M |
| OneDigital Investment Advisors LLC | 0.14% | Add +50.1% | 271,403 | $14.7M |
| RFG Advisory, LLC | 0.27% | Add +5.0% | 260,250 | $14.1M |
| Mattern Wealth Management LLC | 2.59% | Add +6.3% | 247,863 | $13.4M |
| Dravo Bay LLC | 5.44% | Add +11.1% | 241,207 | $13.1M |
| Wealth Advisors Northwest LLC | 5.40% | Add +15.2% | 224,460 | $12.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.1% | 210,487 | $11.4M |
| NewEdge Advisors, LLC | 0.04% | Reduce -21.7% | 186,497 | $10.1M |
| Integrated Wealth Concepts LLC | 0.11% | Add +4.2% | 166,291 | $9.0M |
| Betterment LLC | 0.02% | Add +13.6% | 163,974 | $8.9M |
| Outbound Financial Inc | 6.39% | Add +9.9% | 151,387 | $8.2M |
| E-Wealth Partners, LLC | 6.79% | — | 149,047 | $8.1M |
| APS Management Group, Inc. | 6.04% | Add +7.6% | 130,026 | $7.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.42% | Reduce -13.0% | 128,861 | $7.0M |
| Dynamic Advisor Solutions LLC | 0.22% | New | 126,889 | $6.9M |
| SageOak Financial, LLC | 4.91% | Add +4.1% | 124,996 | $6.8M |
| Allworth Financial LP | 0.03% | Add +111.7% | 124,966 | $6.8M |
| Kestra Investment Management, LLC | 0.15% | Add +37.1% | 112,523 | $6.1M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.1% | 110,074 | $6.0M |
| Optimus Capital Advisors, LLC | 3.31% | — | 104,175 | $5.7M |
| Vantage Point Financial LLC | 1.86% | Add +6.2% | 95,749 | $5.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +11.6% | 73,016 | $4.0M |
| Truist Financial Corp. | 0.00% | Reduce -1.8% | 62,485 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | New | 52,624 | $2.9M |
| Tru Independence Asset Management 2, LLC | 1.72% | Reduce -9.8% | 50,585 | $2.7M |
| TCFG Wealth Management, LLC | 1.06% | Reduce -21.2% | 49,710 | $2.7M |
| Foundry Financial LLC | 1.40% | — | 49,135 | $2.7M |
| Cogent Private Wealth, Inc. | 1.97% | — | 47,773 | $2.6M |
| Stratos Investment Management, LLC | 0.10% | Reduce -0.5% | 46,929 | $2.5M |
| Meredith Wealth Planning | 0.76% | Reduce -5.9% | 46,796 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Add +20.9% | 43,395 | $2.4M |
| LPL Financial LLC | 0.00% | Add +65.7% | 43,247 | $2.3M |
| Heffernan Advisory, Inc. | 2.19% | — | 42,082 | $2.3M |
| Austin Private Wealth, LLC | 0.17% | Add +16.6% | 41,617 | $2.3M |
| EverSource Wealth Advisors, LLC | 0.08% | Reduce -0.5% | 38,931 | $2.1M |
| Foundations Investment Advisors, LLC | 0.03% | Add +58.0% | 38,288 | $2.1M |
| Sowell Financial Services LLC | 0.08% | Add +13.7% | 37,803 | $2.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +17.8% | 35,505 | $1.9M |
| Broadhurst Jeffrey B | 1.98% | — | 35,189 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -32.1% | 30,321 | $1.6M |
| Simplicity Wealth,LLC | 0.10% | Reduce -44.0% | 29,449 | $1.6M |
| Two West Capital Advisors LLC | 0.89% | Add +16.8% | 28,341 | $1.5M |
| Smartleaf Asset Management LLC | 0.06% | Add +16.6% | 27,926 | $1.5M |
| PFG Advisors | 0.07% | New | 27,535 | $1.5M |
| Citigroup Inc. | 0.00% | Add +15.1% | 27,104 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 26,166 | $1.4M |
| Index Fund Advisors, Inc. | 0.06% | Add +454.4% | 24,964 | $1.4M |
| Xcelsior Advisor Partners LLC | 0.66% | — | 24,872 | $1.3M |
| Cypress Financial Planning LLC | 0.36% | New | 23,814 | $1.3M |
| Porter White Investment Advisors, Inc. | 0.50% | Add +18.9% | 22,593 | $1.2M |
| Brookstone Capital Management | 0.01% | Add +15.6% | 21,202 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -4.8% | 19,806 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | New | 19,699 | $1.1M |
| Master's Wealth Management Inc. | 0.38% | Reduce -75.7% | 19,596 | $1.1M |
| Daner Wealth Management, LLC | 0.57% | Reduce -12.5% | 17,089 | $937K |
| GeoWealth Management, LLC | 0.03% | Add +6.8% | 16,739 | $908K |
| Firethorn Wealth Partners, LLC | 0.29% | Add +5.2% | 14,264 | $774K |
| Triad Wealth Partners, LLC | 0.07% | Add +47.8% | 13,060 | $708K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +32.4% | 12,780 | $693K |
| Diversify Advisory Services, LLC | 0.02% | New | 11,877 | $647K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +5.9% | 10,937 | $593K |
| Savvy Advisors, Inc. | 0.02% | Add +8.3% | 10,469 | $568K |
| Werba Rubin Papier Wealth Management | 0.15% | Add +1.8% | 10,160 | $551K |
| Citadel Advisors | 0.00% | Add +36.3% | 9,914 | $538K |
| RCS Financial Planning, LLC | 0.23% | Reduce -22.3% | 9,730 | $528K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +11.9% | 9,564 | $519K |
| Nalls Sherbakoff Group, LLC | 0.37% | No change | 9,446 | $512K |
| Hershey Financial Advisers, LLC | 0.42% | No change | 9,110 | $494K |
| Aspire Private Capital, LLC | 0.11% | Reduce -20.7% | 8,987 | $487K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -3.9% | 8,246 | $448K |
| AE Wealth Management LLC | 0.00% | Add +2.6% | 8,184 | $444K |
| Sei Investments Co. | 0.00% | Add +7.8% | 7,920 | $430K |
| Strategic Investment Solutions, Inc. | 0.10% | Reduce -18.5% | 7,455 | $404K |
| Kane Co Wealth Management, Inc. | 0.35% | — | 7,300 | $396K |
| USAdvisors Wealth Management, LLC | 0.12% | Add +4.0% | 6,857 | $371K |
| XY Planning Network, Inc. | 0.06% | New | 6,759 | $367K |
| Clarity Capital Advisors, LLC | 0.18% | Add +2.8% | 6,616 | $359K |
| Abel Hall, LLC | 0.08% | Add +0.5% | 6,524 | $354K |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 6,524 | $354K |
| Concord Wealth Partners | 0.04% | Add +96.2% | 6,273 | $340K |
| MML Investors Services, LLC | 0.00% | Add +57.3% | 6,115 | $332K |
| Merit Financial Group, LLC | 0.00% | Add +40.2% | 5,974 | $324K |
| Geneos Wealth Management Inc. | 0.01% | Add +9.8% | 5,923 | $321K |
| Williams & Novak, LLC | 0.24% | New | 5,787 | $314K |
| Gradient Capital Advisors, LLC | 0.07% | New | 4,961 | $269K |
| Mgo One Seven LLC | 0.01% | Reduce -0.6% | 4,862 | $264K |
| Stirlingshire Investments, Inc. | 0.23% | — | 4,766 | $258K |
| AQR Capital Management | 0.00% | Reduce -30.0% | 4,577 | $248K |
| Selective Wealth Management, Inc. | 0.07% | Add +17.0% | 4,302 | $235K |
| Wells Fargo & Company | 0.00% | Reduce -5.5% | 4,075 | $221K |
| Pathstone Holdings, LLC | 0.00% | No change | 3,942 | $214K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,427 | $132K |
| Millstone Evans Group, LLC | 0.06% | Reduce -2.2% | 1,992 | $108K |
"% of holder's portfolio" is DGCB's weight in each manager's 13F, not the share of Dimensional Global Credit the manager owns.