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Dimensional Global Credit ETF (DGCB) Institutional Ownership

Dimensional Global Credit ETF logo
$52.33 -0.19 (-0.36%)
Closing price 10/23/2026 03:59 PM Eastern
Extended Trading
$52.32 0.00 (-0.01%)
As of 10/23/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Dimensional Global Credit ETF (NASDAQ:DGCB)

Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$810.15M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$106.24M
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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
10/23/2026 Simplicity Wealth LLC41,431$2.15M0.1%+9.8%0.190%
10/23/2026 Sowell Financial Services LLC50,546$2.62M0.1%-51.1%0.232%
10/23/2026 Washington Trust Advisors Inc.3,773$196K0.0%+157.5%0.017%
10/21/2026 Beacon Hill Wealth Management LTD.151,077$7.84M4.8%+19.6%0.693%
10/21/2026 USAdvisors Wealth Management LLC7,496$389K0.1%+8.6%0.034%
10/21/2026 Sowell Financial Services LLC50,546$2.62M0.1%-51.1%0.232%
10/21/2026 Diversify Advisory Services LLC17,949$943K0.0%+12.0%0.082%
10/19/2026 AA Financial Advisors LLC240,643$12.49M1.5%-25.1%1.104%
10/19/2026 Abel Hall LLC5,018$260K0.0%-25.6%0.023%
10/19/2026 SageOak Financial LLC146,606$7.61M5.0%+5.4%0.673%
10/17/2026 IFP Advisors Inc2,094$109K0.0%+182.2%0.010%
10/16/2026 Selective Wealth Management Inc.30,345$1.60M0.4%+52.4%0.140%
10/15/2026 Two West Capital Advisors LLC39,304$2.04M1.0%+9.1%0.182%
10/15/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors159,445$8.28M0.4%+7.5%0.738%
10/15/2026 Porter White Investment Advisors Inc.26,672$1.38M0.9%-80.4%0.123%
10/15/2026 Winnacle Wealth LLC4,180$217K0.1%-30.6%0.019%
10/14/2026 Firethorn Wealth Partners LLC16,463$855K0.3%+15.3%0.076%
10/14/2026 XY Planning Network Inc.13,082$679K0.1%+91.7%0.061%
10/14/2026 Krilogy Financial LLC5,468$286K0.0%N/A0.025%
10/13/2026 Heffernan Advisory Inc.62,400$3.24M2.2%N/A0.289%
10/9/2026 Williams & Novak Wealth Management LLC7,987$415K0.2%+30.6%0.037%
10/9/2026 Cypress Financial Planning LLC26,555$1.38M0.4%+4.9%0.123%
10/8/2026 Farther Finance Advisors LLC175,514$9.11M0.1%+101.6%0.820%
10/8/2026 Apella Capital LLC251,933$13.12M0.2%+53.6%1.177%
10/7/2026 Venture Visionary Partners LLC48,435$2.51M0.1%-28.9%0.226%
9/23/2026Envestnet Portfolio Solutions Inc.9,728,917$489.85M2.1%N/A46.109%
9/23/2026Envestnet Asset Management Inc.819,826$44.82M0.0%+24.8%3.885%
9/9/2026Integrated Wealth Concepts LLC175,340$9.59M0.1%+3.7%0.868%
9/9/2026RFG Advisory LLC285,441$15.61M0.2%+4.9%1.413%
9/9/2026NewEdge Advisors LLC199,814$10.92M0.0%+6.3%0.989%
9/9/2026Baird Financial Group Inc.188,195$10.29M0.0%N/A0.932%
9/8/2026Allworth Financial LP386,625$21.14M0.1%+40.4%1.914%
9/4/2026Parkside Financial Bank & Trust34,175$1.72M0.1%N/A0.169%
8/22/2026 Beacon Hill Wealth Management LTD.126,290$6.90M4.8%N/A0.625%
8/21/2026 Acorn Wealth Advisors LLC9,098$497K0.1%N/A0.045%
8/20/2026Nwam LLC66,510$3.84M0.2%N/A0.329%
8/20/2026M Holdings Securities Inc.235,674$12.88M1.7%N/A1.167%
8/20/2026Oarsman Capital Inc.21,580$1.18M0.1%N/A0.107%
7/10/2026 DiNuzzo Private Wealth Inc.322,435$17.63M1.7%-0.9%1.612%
7/8/2026 Williams & Novak LLC6,114$334K0.2%+4.3%0.031%
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7/8/2026Strategic Investment Solutions Inc. IL7,124$389K0.1%-3.4%0.036%
7/8/2026 Apella Capital LLC164,065$8.92M0.1%+1,570.9%0.837%
7/7/2026 Dynamic Advisor Solutions LLC137,493$7.52M0.2%-0.2%0.701%
7/7/2026 CoreCap Advisors LLC1,100$60K0.0%-31.0%0.006%
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%
5/2/2026 Diversify Wealth Management LLC15,636$849K0.0%N/A0.090%
5/1/2026Fifth Third Bancorp1,589$86K0.0%N/A0.009%
5/1/2026 Simplicity 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%
4/27/2026 Heffernan 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%
4/23/2026 Master 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%
4/22/2026 Foundry Financial LLC10,793$584K0.2%-78.0%0.063%
4/21/2026Topsail Wealth Management LLC1,015$55K0.0%N/A0.006%
4/21/2026 AA 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%
4/20/2026 Apella Capital LLC9,819$539K0.0%N/A0.057%
4/17/2026 Brookstone 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%
2/19/2026 Axxcess 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%
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%
2/13/2026 SageOak Financial LLC124,996$6.78M4.9%+4.1%0.806%
2/13/2026Integrated Wealth Concepts LLC166,291$9.02M0.1%+4.2%1.073%
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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%


DGCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 134 institutional investors and hedge funds held shares of Dimensional Global Credit ETF. The most heavily invested institutionals were Envestnet Portfolio Solutions Inc. ($489.85M), Vestmark Advisory Solutions Inc. ($83.44M), Integrity Advisory Solutions LLC ($54.81M), Bank of America Corp DE ($46.88M), Envestnet Asset Management Inc. ($44.82M), Integrity Alliance LLC. ($42.59M), and Tencap Wealth Coaching LLC ($23.46M).Learn more on Dimensional Global Credit ETF's institutional investors.

Of the 124 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: Envestnet Portfolio Solutions Inc. ($9.73M), Vestmark Advisory Solutions Inc. ($1.68M), Integrity Advisory Solutions LLC ($1.01M), Integrity Alliance LLC. ($724.25K), Envestnet Asset Management Inc. ($438.99K), Tencap Wealth Coaching LLC ($432.26K), and AA Financial Advisors LLC ($316.35K).

Institutional investors have bought a total of 14,831,181 shares in the last 24 months. This purchase volume represents approximately $810.15M in transactions.

Of the 37 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), Porter White Investment Advisors Inc. ($109.15K), Sowell Financial Services LLC ($105.46K), NewEdge Advisors LLC ($83.05K), AA Financial Advisors LLC ($80.51K), Master S Wealth Management Inc. ($64.37K), and Bank of America Corp DE ($41.22K).

Institutional investors have sold a total of 1,942,818 shares in the last 24 months. This volume of shares sold represents approximately $106.24M in transactions.


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Institutional ownership data for NASDAQ:DGCB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/23/2026. New 13F filings are added each quarter as they're published.
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