Dimensional Global CreditDGCBETF

13F holders, Q2 2026 (June 30)
135holders +12
20new positions
7sold out
$54.66avg. 13F price*

At the end of Q2 2026, 135 institutions reported holding Dimensional Global Credit (DGCB) in their 13F filings, up 12 from Q1 2026. 20 opened new positions and 7 sold out. The largest holders were Vestmark Advisory Solutions, Inc. ($84.3M), Integrity Advisory Solutions, LLC ($73.4M) and Bank of America Corp. ($54.1M).

Company
Dimensional Global Credit
CUSIP
25434V567
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 30Q1 2024Q2 2024: 40Q2 2024Q3 2024: 52Q3 2024Q4 2024: 63Q4 2024Q1 2025: 71Q1 2025Q2 2025: 79Q2 2025Q3 2025: 96Q3 2025Q4 2025: 111Q4 2025Q1 2026: 123Q1 2026Q2 2026: 135Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions20$38.9M
Exits7$10.9M

All 13F filers, Q1 2026 → Q2 2026: 2,582,607 shares bought and 263,488 shares sold, net +2,319,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 135 holders

Vestmark Advisory Solutions, Inc. 0.79% No change 1,541,232 $84.3M
Integrity Advisory Solutions, LLC 7.55% Add +14.4% 1,342,334 $73.4M
Bank of America Corp. 0.00% Add +14.3% 990,203 $54.1M
Integrity Alliance, Llc. 1.56% Add +7.5% 905,653 $49.5M
Envestnet Asset Management Inc. 0.01% Add +24.8% 819,826 $44.8M
Three Arch Wealth Management LLC 4.79% Add +2.1% 571,496 $31.2M
Tencap Wealth Coaching, LLC 7.95% Add +4.0% 458,254 $25.1M
Allworth Financial LP 0.09% Add +40.4% 386,625 $21.1M
Wealth Advisors Northwest LLC 7.13% Add +36.1% 382,291 $20.9M
OneDigital Investment Advisors LLC 0.16% Add +13.9% 351,603 $19.2M
DiNuzzo Private Wealth, Inc. 1.74% Reduce -0.9% 322,435 $17.6M
AA Financial Advisors, LLC 2.11% Add +1.5% 321,150 $17.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 316,126 $17.3M
Dravo Bay LLC 5.86% Add +15.8% 309,509 $16.9M
Goldman Sachs Group Inc. 0.00% Add +1335.8% 306,515 $16.8M
RFG Advisory, LLC 0.24% Add +4.9% 285,441 $15.6M
Mattern Wealth Management LLC 2.47% Add +3.4% 275,196 $15.0M
Commonwealth Equity Services, LLC 0.02% Add +4.7% 232,728 $12.7M
IMA Advisory Services, Inc. 0.69% New 201,876 $11.0M
NewEdge Advisors, LLC 0.03% Add +6.3% 199,814 $10.9M
Park Avenue Securities LLC 0.06% Add +90.7% 189,811 $10.4M
Baird Financial Group, Inc. 0.01% New 188,195 $10.3M
Betterment LLC 0.02% Reduce -0.4% 175,871 $9.6M
Integrated Wealth Concepts LLC 0.06% Add +3.7% 175,340 $9.6M
Outbound Financial Inc 6.20% Add +8.2% 174,986 $9.6M
E-Wealth Partners, LLC 6.90% Add +10.7% 174,700 $9.6M
Apella Capital, LLC 0.13% Add +1570.9% 164,065 $8.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.40% Add +5.2% 148,321 $8.1M
SageOak Financial, LLC 4.97% Add +6.0% 139,121 $7.6M
APS Management Group, Inc. 5.85% Add +4.7% 139,112 $7.6M
Dynamic Advisor Solutions LLC 0.21% Reduce -0.2% 137,493 $7.5M
Beacon Hill Wealth Management LTD. 4.78% — 126,290 $6.9M
Kestra Advisory Services, LLC 0.02% Add +1.7% 120,053 $6.6M
Citigroup Inc. 0.00% Add +77.0% 116,007 $6.3M
Optimus Capital Advisors, LLC 3.28% Add +4.8% 111,763 $6.1M
Vantage Point Financial LLC 1.75% Add +3.6% 104,528 $5.7M
CSP Financial Group, LLC 4.76% Add +6.8% 102,127 $5.6M
Wells Fargo & Company 0.00% Add +22334.3% 89,737 $4.9M
Farther Finance Advisors, LLC 0.04% Reduce -5.3% 87,069 $4.8M
Orion Porfolio Solutions, LLC 0.03% Add +5.0% 83,013 $4.5M
Index Fund Advisors, Inc. 0.17% Add +30.6% 80,308 $4.4M
Truist Financial Corp. 0.01% Add +14.1% 77,808 $4.3M
Venture Visionary Partners LLC 0.10% New 68,096 $3.7M
Tru Independence Asset Management 2, LLC 1.98% Add +23.9% 66,714 $3.6M
Beacon Pointe Advisors, LLC 0.02% Add +384.9% 62,731 $3.4M
Parkwoods Wealth Partners, LLC 0.54% New 61,927 $3.4M
Foundations Investment Advisors, LLC 0.03% Add +11.2% 61,067 $3.3M
Osaic Holdings, Inc. 0.00% Add +22.1% 59,188 $3.2M
Mission Hills Financial Advisory, LLC 1.30% New 53,974 $3.0M
LPL Financial LLC 0.00% Reduce -0.1% 50,999 $2.8M
JPMorgan Chase & Co. 0.00% Add +93.4% 49,935 $2.7M
TCFG Investment Advisors, LLC 0.92% Add +1.0% 49,914 $2.7M
Stratos Investment Management, LLC 0.10% Add +4.9% 49,364 $2.7M
Heffernan Advisory, Inc. 2.20% Add +3.0% 48,043 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.5% 45,946 $2.5M
Cerity Partners LLC 0.00% Add +2.2% 43,896 $2.4M
Cogent Private Wealth, Inc. 1.46% Reduce -45.6% 42,645 $2.3M
Sowell Financial Services LLC 0.08% Add +5.6% 42,038 $2.3M
Great Valley Advisor Group, Inc. 0.04% Add +16.3% 40,712 $2.2M
Meredith Wealth Planning 0.51% Reduce -8.0% 39,405 $2.2M
GeoWealth Management, LLC 0.07% Add +11.6% 37,878 $2.1M
Simplicity Wealth,LLC 0.07% Add +19.5% 37,733 $2.1M
Two West Capital Advisors LLC 0.97% Add +17.4% 36,030 $1.9M
Smartleaf Asset Management LLC 0.06% No change 34,290 $1.9M
EverSource Wealth Advisors, LLC 0.06% Reduce -1.3% 34,255 $1.9M
PFG Advisors 0.09% Add +7.8% 33,351 $1.8M
Triad Wealth Partners, LLC 0.10% Add +162.4% 31,688 $1.7M
Savvy Advisors, Inc. 0.03% Add +106.8% 27,411 $1.5M
Xcelsior Advisor Partners LLC 0.19% Add +2.6% 25,908 $1.4M
Cypress Financial Planning LLC 0.34% Add +2.2% 25,315 $1.4M
Porter White Investment Advisors, Inc. 0.53% Add +3.4% 25,120 $1.4M
CreativeOne Wealth, LLC 0.03% Add +4.3% 23,266 $1.3M
Bessemer Group Inc. 0.00% New 21,982 $1.2M
Selective Wealth Management, Inc. 0.28% Add +76.4% 19,906 $1.1M
Werba Rubin Papier Wealth Management 0.12% Add +1.4% 17,527 $958K
Composition Wealth, LLC 0.01% New 16,018 $876K
Diversify Advisory Services, LLC 0.01% New 16,028 $855K
Diversify Wealth Management, LLC 0.01% Add +2.5% 16,028 $855K
Sterling Wealth Management, Inc. 0.21% No change 15,212 $832K
Quadrature Capital Ltd 0.01% New 14,937 $817K
Firethorn Wealth Partners, LLC 0.25% Reduce -0.5% 14,283 $781K
Foundry Financial LLC 0.26% Add +30.3% 14,068 $769K
Kestra Private Wealth Services, LLC 0.01% New 13,420 $734K
Master's Wealth Management Inc. 0.22% Reduce -19.5% 13,084 $715K
Altman Advisors, Inc. 0.25% New 12,608 $689K
Sei Investments Co. 0.00% Add +10.4% 12,408 $678K
Ashton Thomas Private Wealth, LLC 0.01% Add +1.9% 11,391 $623K
IHT Wealth Management, LLC 0.01% Add +128.6% 11,242 $615K
Aspire Private Capital, LLC 0.12% Add +2.6% 10,975 $600K
Ponta Wealth Partners, LLC 0.32% New 10,781 $589K
Choreo, LLC 0.01% Add +0.8% 9,733 $532K
Nalls Sherbakoff Group, LLC 0.37% No change 9,446 $516K
Hershey Financial Advisers, LLC 0.37% Reduce -4.5% 9,403 $514K
Kane Co Wealth Management, Inc. 0.38% Add +25.0% 9,125 $499K
Acorn Wealth Advisors, LLC 0.12% New 9,098 $497K
AE Wealth Management LLC 0.00% Add +3.8% 8,994 $492K
Silver Oak Securities, Incorporated 0.03% Add +5.1% 8,941 $489K
Geneos Wealth Management Inc. 0.01% Add +18.1% 8,532 $466K
MML Investors Services, LLC 0.00% Reduce -29.2% 7,198 $394K
Strategic Investment Solutions, Inc. 0.09% Reduce -3.4% 7,124 $389K
Merit Financial Group, LLC 0.00% Add +1.1% 6,926 $379K
USAdvisors Wealth Management, LLC 0.11% Add +0.7% 6,902 $377K
XY Planning Network, Inc. 0.05% Add +0.2% 6,823 $373K
Abel Hall, LLC 0.06% Add +4.4% 6,747 $369K
Clarity Capital Advisors, LLC 0.15% Add +1.1% 6,692 $366K
Concord Wealth Partners 0.04% Add +6.3% 6,667 $364K
Apollon Financial, LLC 0.04% New 6,487 $355K
Williams & Novak, LLC 0.22% Add +4.3% 6,114 $334K
Winnacle Wealth LLC 0.22% New 6,027 $330K
RCS Financial Planning, LLC 0.14% Reduce -43.4% 5,457 $298K
Focus Partners Advisor Solutions, LLC 0.00% Add +4.4% 5,185 $283K
Gradient Capital Advisors, LLC 0.06% No change 4,961 $271K
Advyzon Investment Management, LLC 0.02% New 4,763 $260K
Mgo One Seven LLC 0.00% Reduce -0.6% 4,688 $256K
Nwam LLC 0.01% New 4,396 $240K
Stirlingshire Investments, Inc. 0.18% Reduce -12.0% 4,349 $238K
Pinnacle Family Advisors, LLC 0.09% Reduce -1.5% 4,046 $221K
Pathstone Holdings, LLC 0.00% No change 3,942 $216K
Austin Asset Management Co Inc 0.03% No change 3,940 $215K
IFG Advisory, LLC 0.00% Add +46.9% 2,426 $133K
Millstone Evans Group, LLC 0.06% Add +5.5% 2,124 $116K
Topsail Wealth Management, LLC 0.01% Add +48.8% 1,510 $83K
Washington Trust Advisors, Inc. 0.01% Add +5.6% 1,465 $80K
Fifth Third Bancorp 0.00% Reduce -28.6% 1,134 $62K
Elevate Wealth Advisory, Inc. 0.03% No change 1,116 $61K
CoreCap Advisors, LLC 0.00% Reduce -31.0% 1,100 $60K
City State Bank 0.01% No change 1,000 $55K
IFP Advisors, Inc 0.00% No change 742 $41K
Assetmark, Inc. 0.00% Reduce -20.5% 279 $15K
Strategic Wealth Partners, Ltd. 0.00% Add +4.9% 235 $13K
Fiduciary Financial Advisors 0.00% New 209 $11K
UBS Group AG 0.00% New 150 $8K
Rialto Wealth Management, LLC 0.00% No change 123 $7K
Silver Grove Financial Group, Inc. 0.00% New 61 $3K
Pinney & Scofield, Inc. 0.00% No change 10 $543

"% of holder's portfolio" is DGCB's weight in each manager's 13F, not the share of Dimensional Global Credit the manager owns.