Dimensional Global CreditDGCBETF
13F holders, Q1 2026 (March 31)123holders +12
21new positions
9sold out
1famous investor
$54.14avg. 13F price*
At the end of Q1 2026, 123 institutions reported holding Dimensional Global Credit (DGCB) in their 13F filings, up 12 from Q4 2025. 21 opened new positions and 9 sold out. The largest holders were Vestmark Advisory Solutions, Inc. ($83.4M), Integrity Advisory Solutions, LLC ($63.5M) and Bank of America Corp. ($46.9M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $53.2M |
| Exits | 9 | $13.4M |
All 13F filers, Q4 2025 → Q1 2026: 1,984,421 shares bought and 418,958 shares sold, net +1,565,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| Vestmark Advisory Solutions, Inc. | 0.93% | Add +0.2% | 1,541,232 | $83.4M |
| Integrity Advisory Solutions, LLC | 8.39% | Add +16.1% | 1,173,502 | $63.5M |
| Bank of America Corp. | 0.00% | Reduce -4.5% | 865,985 | $46.9M |
| Integrity Alliance, Llc. | 1.74% | Add +7.3% | 842,720 | $45.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.8% | 656,845 | $35.6M |
| Three Arch Wealth Management LLC | 5.45% | Add +1.7% | 559,563 | $30.3M |
| Tencap Wealth Coaching, LLC | 8.98% | Add +1.9% | 440,440 | $23.9M |
| DiNuzzo Private Wealth, Inc. | 1.90% | Reduce -1.2% | 325,412 | $17.6M |
| AA Financial Advisors, LLC | 2.41% | New | 316,348 | $17.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 316,126 | $17.1M |
| OneDigital Investment Advisors LLC | 0.16% | Add +13.8% | 308,711 | $16.7M |
| Wealth Advisors Northwest LLC | 6.38% | Add +25.1% | 280,889 | $15.2M |
| Allworth Financial LP | 0.06% | Add +120.4% | 275,423 | $14.9M |
| RFG Advisory, LLC | 0.27% | Add +4.5% | 271,993 | $14.7M |
| Dravo Bay LLC | 5.88% | Add +10.8% | 267,210 | $14.5M |
| Mattern Wealth Management LLC | 2.81% | Add +7.4% | 266,202 | $14.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.6% | 222,208 | $12.0M |
| NewEdge Advisors, LLC | 0.04% | Add +0.8% | 187,982 | $10.2M |
| Betterment LLC | 0.02% | Add +7.7% | 176,554 | $9.6M |
| Integrated Wealth Concepts LLC | 0.07% | Add +1.7% | 169,108 | $9.2M |
| Outbound Financial Inc | 6.56% | Add +6.8% | 161,741 | $8.8M |
| E-Wealth Partners, LLC | 6.92% | Add +5.9% | 157,875 | $8.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.43% | Add +9.4% | 141,021 | $7.6M |
| Dynamic Advisor Solutions LLC | 0.24% | Add +8.6% | 137,802 | $7.5M |
| APS Management Group, Inc. | 6.16% | Add +2.2% | 132,856 | $7.2M |
| SageOak Financial, LLC | 5.02% | Add +5.0% | 131,266 | $7.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +7.3% | 118,083 | $6.4M |
| Optimus Capital Advisors, LLC | 3.41% | Add +2.4% | 106,662 | $5.8M |
| Vantage Point Financial LLC | 1.92% | Add +5.3% | 100,845 | $5.5M |
| Park Avenue Securities LLC | 0.04% | New | 99,529 | $5.4M |
| CSP Financial Group, LLC | 5.30% | — | 95,591 | $5.2M |
| Farther Finance Advisors, LLC | 0.05% | Add +159.1% | 91,975 | $5.0M |
| Virtu Financial LLC | 0.19% | New | 82,612 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +8.3% | 79,071 | $4.3M |
| Cogent Private Wealth, Inc. | 3.06% | Add +64.0% | 78,361 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +9.1% | 68,192 | $3.7M |
| Citigroup Inc. | 0.00% | Add +141.9% | 65,553 | $3.5M |
| Index Fund Advisors, Inc. | 0.15% | Add +146.3% | 61,498 | $3.3M |
| Foundations Investment Advisors, LLC | 0.04% | Add +43.5% | 54,933 | $3.0M |
| Tru Independence Asset Management 2, LLC | 1.79% | Add +6.4% | 53,826 | $2.9M |
| LPL Financial LLC | 0.00% | Add +18.0% | 51,047 | $2.8M |
| TCFG Wealth Management, LLC | 1.01% | Reduce -0.6% | 49,439 | $2.7M |
| TCFG Investment Advisors, LLC | 1.01% | — | 49,439 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Add +11.7% | 48,468 | $2.6M |
| Stratos Investment Management, LLC | 0.10% | Add +0.3% | 47,072 | $2.5M |
| Heffernan Advisory, Inc. | 2.34% | Add +10.9% | 46,657 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +261.4% | 46,181 | $2.5M |
| Cerity Partners LLC | 0.00% | New | 42,933 | $2.3M |
| Meredith Wealth Planning | 0.63% | Reduce -8.4% | 42,851 | $2.3M |
| Sowell Financial Services LLC | 0.08% | Add +5.3% | 39,812 | $2.2M |
| Broadhurst Jeffrey B | 2.09% | Add +7.2% | 37,708 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +15.5% | 35,019 | $1.9M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -10.9% | 34,697 | $1.9M |
| Smartleaf Asset Management LLC | 0.07% | Add +22.8% | 34,290 | $1.8M |
| GeoWealth Management, LLC | 0.07% | Add +102.7% | 33,936 | $1.8M |
| Simplicity Wealth,LLC | 0.10% | Add +7.3% | 31,585 | $1.7M |
| PFG Advisors | 0.08% | Add +12.3% | 30,924 | $1.7M |
| Two West Capital Advisors LLC | 0.88% | Add +8.3% | 30,696 | $1.7M |
| Citadel Advisors | 0.00% | Add +185.1% | 28,264 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +295.7% | 25,816 | $1.4M |
| Xcelsior Advisor Partners LLC | 0.52% | Add +1.5% | 25,250 | $1.4M |
| Cypress Financial Planning LLC | 0.37% | Add +4.0% | 24,761 | $1.3M |
| Porter White Investment Advisors, Inc. | 0.53% | Add +7.5% | 24,290 | $1.3M |
| Brookstone Capital Management | 0.01% | Add +13.6% | 24,080 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +12.6% | 22,309 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 21,348 | $1.2M |
| Werba Rubin Papier Wealth Management | 0.13% | Add +70.2% | 17,289 | $936K |
| Master's Wealth Management Inc. | 0.30% | Reduce -17.0% | 16,262 | $880K |
| Old Mission Capital LLC | 0.02% | New | 16,020 | $867K |
| Diversify Wealth Management, LLC | 0.02% | New | 15,636 | $849K |
| Sterling Wealth Management, Inc. | 0.23% | New | 15,212 | $823K |
| Firethorn Wealth Partners, LLC | 0.28% | Add +0.6% | 14,351 | $777K |
| Savvy Advisors, Inc. | 0.02% | Add +26.6% | 13,253 | $717K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +35.3% | 12,937 | $700K |
| Triad Wealth Partners, LLC | 0.05% | Reduce -7.5% | 12,078 | $654K |
| Selective Wealth Management, Inc. | 0.18% | Add +162.4% | 11,287 | $613K |
| Sei Investments Co. | 0.00% | Add +41.9% | 11,241 | $609K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +2.2% | 11,182 | $605K |
| Foundry Financial LLC | 0.25% | Reduce -78.0% | 10,793 | $584K |
| Aspire Private Capital, LLC | 0.13% | Add +19.0% | 10,697 | $579K |
| Private Advisor Group, LLC | 0.00% | New | 10,579 | $573K |
| MML Investors Services, LLC | 0.00% | Add +66.3% | 10,166 | $550K |
| Apella Capital, LLC | 0.01% | New | 9,819 | $539K |
| Hershey Financial Advisers, LLC | 0.46% | Add +8.1% | 9,848 | $533K |
| Choreo, LLC | 0.01% | New | 9,656 | $523K |
| RCS Financial Planning, LLC | 0.27% | Reduce -0.9% | 9,644 | $522K |
| Nalls Sherbakoff Group, LLC | 0.38% | No change | 9,446 | $511K |
| AE Wealth Management LLC | 0.00% | Add +5.8% | 8,661 | $469K |
| Silver Oak Securities, Incorporated | 0.03% | Add +3.2% | 8,507 | $461K |
| Strategic Investment Solutions, Inc. | 0.10% | Reduce -1.1% | 7,374 | $399K |
| Kane Co Wealth Management, Inc. | 0.33% | No change | 7,300 | $395K |
| Geneos Wealth Management Inc. | 0.01% | Add +22.0% | 7,224 | $391K |
| Merit Financial Group, LLC | 0.00% | Add +14.6% | 6,847 | $371K |
| XY Planning Network, Inc. | 0.06% | Add +0.8% | 6,811 | $369K |
| USAdvisors Wealth Management, LLC | 0.12% | No change | 6,857 | $368K |
| Clarity Capital Advisors, LLC | 0.17% | No change | 6,616 | $358K |
| Abel Hall, LLC | 0.07% | Reduce -0.9% | 6,465 | $350K |
| Concord Wealth Partners | 0.04% | No change | 6,273 | $340K |
| Williams & Novak, LLC | 0.24% | Add +1.3% | 5,864 | $318K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 4,966 | $269K |
"% of holder's portfolio" is DGCB's weight in each manager's 13F, not the share of Dimensional Global Credit the manager owns.