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Dimensional Global Credit ETF (DGCB) Institutional Ownership

Dimensional Global Credit ETF logo
$54.62 -0.02 (-0.04%)
As of 07/2/2026 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Dimensional Global Credit ETF (NASDAQ:DGCB)

Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$332.34M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$98.75M
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Skip Chart & View Institutional Buying and Selling Data

DGCB Institutional Buying and Selling by Quarter

Dimensional Global Credit ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/24/2026Optimus Capital Advisors LLC106,662$5.77M3.4%+2.4%0.599%
6/11/2026E Wealth Partners LLC157,875$8.55M6.9%+5.9%0.887%
6/3/2026NewEdge Advisors LLC187,982$10.18M0.0%+0.8%1.056%
5/19/2026NewEdge Advisors LLC187,982$10.18M0.2%+0.8%1.056%
5/19/2026Bank of America Corp DE865,985$46.88M0.0%-4.5%4.865%
5/18/2026EverSource Wealth Advisors LLC34,697$1.88M0.1%-10.9%0.195%
5/16/2026Excelsior Advisor Network LLC25,250$1.37M0.5%+1.5%0.142%
5/15/2026Broadhurst Jeffrey B37,708$2.04M2.1%N/A0.212%
5/14/2026Sei Investments Co.11,241$609K0.0%+41.9%0.063%
5/7/2026Hershey Financial Advisers LLC9,848$533K0.5%+8.1%0.055%
5/5/2026Geneos Wealth Management Inc.7,224$391K0.0%+22.0%0.041%
5/4/2026Vantage Point Financial LLC100,845$5.46M1.9%+5.3%0.567%
5/2/2026Diversify Wealth Management LLC15,636$849K0.0%N/A0.090%
5/1/2026Fifth Third Bancorp1,589$86K0.0%N/A0.009%
5/1/2026Simplicity Wealth LLC31,585$1.71M0.1%+7.3%0.182%
4/30/2026Kestra Advisory Services LLC118,083$6.39M0.0%+7.3%0.679%
4/30/2026Austin Asset Management Co Inc3,940$213K0.0%N/A0.023%
4/28/2026Ascentis Independent Advisors2,661$144K0.0%N/A0.015%
4/27/2026Private Advisor Group LLC10,579$573K0.0%N/A0.061%
4/27/2026Heffernan Advisory Inc.46,657$2.53M2.3%+10.9%0.268%
4/24/2026Tcfg Wealth Management LLC49,439$2.68M1.0%-0.5%0.284%
4/23/2026Master S Wealth Management Inc.16,262$880K0.3%-17.0%0.093%
4/23/2026TRU Independence Asset Management 2 LLC53,826$2.91M1.8%+6.4%0.313%
4/22/2026Aspire Private Capital LLC10,697$579K0.1%+19.0%0.062%
4/22/2026Foundry Financial LLC10,793$584K0.2%-78.0%0.063%
4/21/2026Topsail Wealth Management LLC1,015$55K0.0%N/A0.006%
4/21/2026AA Financial Advisors LLC316,348$17.13M2.4%N/A1.839%
4/21/2026Silver Oak Securities Incorporated8,507$461K0.0%+3.2%0.049%
4/20/2026RFG Advisory LLC271,993$14.72M0.3%+4.5%1.581%
4/20/2026Apella Capital LLC9,819$539K0.0%N/A0.057%
4/17/2026Brookstone Capital Management24,080$1.30M0.0%+13.6%0.141%
4/16/2026Triad Wealth Partners LLC12,078$654K0.1%-7.5%0.071%
3/12/2026Nalls Sherbakoff Group LLC9,446$512K0.4%N/A0.061%
2/27/2026Strategic Investment Solutions Inc. IL7,455$404K0.1%-18.5%0.048%
2/24/2026TRU Independence Asset Management 2 LLC50,585$2.74M1.7%-9.8%0.326%
2/19/2026Axxcess Wealth Management LLC19,699$1.07M0.0%N/A0.127%
2/18/2026Beacon Pointe Advisors LLC9,564$519K0.0%+11.9%0.062%
2/18/2026NewEdge Advisors LLC186,497$10.12M0.0%-21.7%1.203%
2/17/2026AQR Capital Management LLC4,577$248K0.0%-30.0%0.030%
2/17/2026GeoWealth Management LLC16,739$908K0.0%+6.8%0.108%
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2/17/2026Osaic Holdings Inc.43,395$2.35M0.0%+21.0%0.280%
2/16/2026MML Investors Services LLC6,115$332K0.0%+57.3%0.039%
2/13/2026CreativeOne Wealth LLC19,806$1.07M0.0%-4.8%0.128%
2/13/2026Smartleaf Asset Management LLC27,926$1.52M0.1%+16.6%0.180%
2/13/2026SageOak Financial LLC124,996$6.78M4.9%+4.1%0.806%
2/13/2026Integrated Wealth Concepts LLC166,291$9.02M0.1%+4.2%1.073%
2/13/2026Wells Fargo & Company MN4,075$221K0.0%-5.5%0.026%
2/12/2026Jane Street Group LLC26,166$1.42M0.0%N/A0.169%
2/12/2026Orion Porfolio Solutions LLC73,016$3.96M0.0%+11.6%0.471%
2/12/2026Commonwealth Equity Services LLC210,487$11.42M0.0%+1.1%1.358%
2/12/2026Betterment LLC163,974$8.89M0.0%+13.6%1.058%
2/12/2026Great Valley Advisor Group Inc.30,321$1.64M0.0%-32.1%0.196%
2/11/2026Stirlingshire Investments Inc.4,766$258K0.2%N/A0.031%
2/11/2026LPL Financial LLC43,247$2.35M0.0%+65.7%0.279%
2/11/2026Tencap Wealth Coaching LLC432,261$23.46M8.9%N/A2.789%
2/11/2026Clarity Capital Advisors LLC6,616$359K0.2%+2.8%0.043%
2/10/2026Cogent Private Wealth Inc.47,773$2.59M2.0%N/A0.308%
2/10/2026Northwestern Mutual Wealth Management Co.2,427$132K0.0%N/A0.016%
2/10/2026Foundations Investment Advisors LLC38,288$2.08M0.0%+58.0%0.247%
2/9/2026Integrity Alliance LLC.785,250$42.59M1.6%+34.6%5.066%
2/9/2026Integrity Advisory Solutions LLC1,010,567$54.81M7.9%+16.8%6.520%
2/9/2026Kestra Investment Management LLC112,523$6.10M0.1%+37.1%0.726%
2/6/2026Gradient Capital Advisors LLC4,961$269K0.1%N/A0.032%
2/6/2026Axxcess Wealth Management LLC19,699$1.07M0.0%N/A0.127%
2/6/2026Vestmark Advisory Solutions Inc.1,538,407$83.44M1.1%+6.4%9.925%
2/5/2026Kane Co Wealth Management Inc.7,300$396K0.3%N/A0.047%
2/5/2026USAdvisors Wealth Management LLC6,857$371K0.1%+4.1%0.044%
2/5/2026Thrivent Financial for Lutherans52,624$2.85M0.0%N/A0.340%
2/5/2026Williams & Novak LLC5,787$314K0.2%N/A0.037%
2/5/2026Allworth Financial LP124,966$6.78M0.0%+111.7%0.806%
2/3/2026Heffernan Advisory Inc.42,082$2.28M2.2%N/A0.271%
2/3/2026RFG Advisory LLC260,250$14.12M0.3%+5.0%1.679%
2/2/2026Truist Financial Corp62,485$3.39M0.0%-1.8%0.403%
2/2/2026Vantage Point Financial LLC95,749$5.19M1.9%+6.1%0.618%
1/30/2026Simplicity Wealth LLC29,449$1.60M0.1%-44.0%0.190%
1/29/2026Ashton Thomas Private Wealth LLC10,937$593K0.0%+5.9%0.071%
1/29/2026Index Fund Advisors Inc.24,964$1.35M0.1%+454.4%0.161%
1/29/2026Porter White Investment Advisors Inc.22,593$1.23M0.5%+18.9%0.146%
1/29/2026Concord Wealth Partners6,273$340K0.0%+96.2%0.040%
1/28/2026Geneos Wealth Management Inc.5,923$321K0.0%+9.8%0.038%
1/28/2026APS Management Group Inc.130,026$7.05M6.0%+7.6%0.839%
1/27/2026Dravo Bay LLC241,207$13.08M5.4%+11.1%1.556%
1/27/2026PFG Advisors27,535$1.49M0.1%N/A0.178%
1/26/2026Merit Financial Group LLC5,974$324K0.0%+40.2%0.039%
1/26/2026CWM LLC988$54K0.0%+27.5%0.006%
1/26/2026XY Planning Network Inc.6,759$367K0.1%N/A0.044%
1/23/2026Farther Finance Advisors LLC35,505$1.93M0.0%+17.8%0.232%
1/23/2026Diversify Advisory Services LLC11,877$647K0.0%N/A0.078%
1/22/2026Triad Wealth Partners LLC13,060$708K0.1%+47.8%0.085%
1/21/2026Master S Wealth Management Inc.19,596$1.06M0.4%-75.7%0.128%
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1/21/2026Sowell Financial Services LLC37,803$2.05M0.1%+13.7%0.247%
1/20/2026Austin Private Wealth LLC41,617$2.26M0.2%+16.6%0.272%
1/20/2026Savvy Advisors Inc.10,469$568K0.0%+8.3%0.068%
1/20/2026Stratos Investment Management LLC46,929$2.55M0.1%-0.5%0.307%
1/20/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors128,861$6.99M0.4%-13.0%0.842%
1/16/2026Selective Wealth Management Inc.4,302$235K0.1%+17.0%0.028%
1/16/2026Meredith Wealth Planning46,796$2.54M0.8%-5.9%0.308%
1/16/2026Mattern Wealth Management LLC247,863$13.44M2.6%+6.3%1.631%
1/16/2026Aspire Private Capital LLC8,987$487K0.1%-20.7%0.059%
1/16/2026DiNuzzo Private Wealth Inc.329,297$17.86M1.9%+0.6%2.166%


DGCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 121 institutional investors and hedge funds held shares of Dimensional Global Credit ETF. The most heavily invested institutionals were Vestmark Advisory Solutions Inc. ($83.44M), Integrity Advisory Solutions LLC ($54.81M), Bank of America Corp DE ($46.88M), Integrity Alliance LLC. ($42.59M), Envestnet Asset Management Inc. ($37.34M), Tencap Wealth Coaching LLC ($23.46M), and DiNuzzo Private Wealth Inc. ($17.86M).Learn more on Dimensional Global Credit ETF's institutional investors.

Of the 115 institutional investors that purchased Dimensional Global Credit ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vestmark Advisory Solutions Inc. ($1.68M), Integrity Advisory Solutions LLC ($1.01M), Integrity Alliance LLC. ($724.25K), Tencap Wealth Coaching LLC ($432.26K), AA Financial Advisors LLC ($316.35K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($288.80K), and RFG Advisory LLC ($278.67K).

Institutional investors have bought a total of 6,086,300 shares in the last 24 months. This purchase volume represents approximately $332.34M in transactions.

Of the 34 institutional investors that sold Dimensional Global Credit ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vestmark Advisory Solutions Inc. ($1.30M), NewEdge Advisors LLC ($150.69K), TRU Independence Asset Management 2 LLC ($86.48K), Master S Wealth Management Inc. ($64.37K), Bank of America Corp DE ($41.22K), Foundry Financial LLC ($38.34K), and Simplicity Wealth LLC ($23.15K).

Institutional investors have sold a total of 1,791,014 shares in the last 24 months. This volume of shares sold represents approximately $98.75M in transactions.


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This page (NASDAQ:DGCB) was last updated on 7/4/2026 by MarketBeat.com Staff.
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