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Dimensional Global Credit ETF (DGCB) Institutional Ownership

Dimensional Global Credit ETF logo
$53.19 -0.16 (-0.30%)
As of 08/28/2026 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional Global Credit ETF (NASDAQ:DGCB)

Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$254.51M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$89.94M
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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
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%
8/20/2026 Nwam LLC66,510$3.84M0.2%N/A0.329%
8/20/2026 M Holdings Securities Inc.235,674$12.88M1.7%N/A1.167%
8/20/2026 Oarsman 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%
7/8/2026 Strategic 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%
6/24/2026 Optimus Capital Advisors LLC106,662$5.77M3.4%+2.4%0.599%
6/11/2026 E Wealth Partners LLC157,875$8.55M6.9%+5.9%0.887%
6/3/2026 NewEdge Advisors LLC187,982$10.18M0.0%+0.8%1.056%
5/19/2026 NewEdge Advisors LLC187,982$10.18M0.2%+0.8%1.056%
5/19/2026 Bank of America Corp DE865,985$46.88M0.0%-4.5%4.865%
5/18/2026 EverSource Wealth Advisors LLC34,697$1.88M0.1%-10.9%0.195%
5/16/2026 Excelsior Advisor Network LLC25,250$1.37M0.5%+1.5%0.142%
5/15/2026 Broadhurst Jeffrey B37,708$2.04M2.1%N/A0.212%
5/14/2026 Sei Investments Co.11,241$609K0.0%+41.9%0.063%
5/7/2026 Hershey Financial Advisers LLC9,848$533K0.5%+8.1%0.055%
5/5/2026 Geneos Wealth Management Inc.7,224$391K0.0%+22.0%0.041%
5/4/2026 Vantage Point Financial LLC100,845$5.46M1.9%+5.3%0.567%
5/2/2026 Diversify Wealth Management LLC15,636$849K0.0%N/A0.090%
5/1/2026 Fifth Third Bancorp1,589$86K0.0%N/A0.009%
5/1/2026 Simplicity Wealth LLC31,585$1.71M0.1%+7.3%0.182%
4/30/2026 Kestra Advisory Services LLC118,083$6.39M0.0%+7.3%0.679%
4/30/2026 Austin Asset Management Co Inc3,940$213K0.0%N/A0.023%
4/28/2026 Ascentis Independent Advisors2,661$144K0.0%N/A0.015%
4/27/2026 Private 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%
4/23/2026 TRU Independence Asset Management 2 LLC53,826$2.91M1.8%+6.4%0.313%
4/22/2026 Aspire Private Capital LLC10,697$579K0.1%+19.0%0.062%
4/22/2026 Foundry Financial LLC10,793$584K0.2%-78.0%0.063%
4/21/2026 Topsail Wealth Management LLC1,015$55K0.0%N/A0.006%
4/21/2026 AA Financial Advisors LLC316,348$17.13M2.4%N/A1.839%
4/21/2026 Silver Oak Securities Incorporated8,507$461K0.0%+3.2%0.049%
4/20/2026 RFG Advisory LLC271,993$14.72M0.3%+4.5%1.581%
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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%
4/16/2026 Triad Wealth Partners LLC12,078$654K0.1%-7.5%0.071%
3/12/2026 Nalls Sherbakoff Group LLC9,446$512K0.4%N/A0.061%
2/27/2026 Strategic Investment Solutions Inc. IL7,455$404K0.1%-18.5%0.048%
2/24/2026 TRU 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%
2/18/2026 Beacon Pointe Advisors LLC9,564$519K0.0%+11.9%0.062%
2/18/2026 NewEdge Advisors LLC186,497$10.12M0.0%-21.7%1.203%
2/17/2026 AQR Capital Management LLC4,577$248K0.0%-30.0%0.030%
2/17/2026 GeoWealth Management LLC16,739$908K0.0%+6.8%0.108%
2/17/2026 Osaic Holdings Inc.43,395$2.35M0.0%+21.0%0.280%
2/16/2026 MML Investors Services LLC6,115$332K0.0%+57.3%0.039%
2/13/2026 CreativeOne Wealth LLC19,806$1.07M0.0%-4.8%0.128%
2/13/2026 Smartleaf 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%
2/13/2026 Integrated Wealth Concepts LLC166,291$9.02M0.1%+4.2%1.073%
2/13/2026 Wells Fargo & Company MN4,075$221K0.0%-5.5%0.026%
2/12/2026 Jane Street Group LLC26,166$1.42M0.0%N/A0.169%
2/12/2026 Orion Porfolio Solutions LLC73,016$3.96M0.0%+11.6%0.471%
2/12/2026 Commonwealth Equity Services LLC210,487$11.42M0.0%+1.1%1.358%
2/12/2026 Betterment LLC163,974$8.89M0.0%+13.6%1.058%
2/12/2026 Great Valley Advisor Group Inc.30,321$1.64M0.0%-32.1%0.196%
2/11/2026 Stirlingshire Investments Inc.4,766$258K0.2%N/A0.031%
2/11/2026 LPL Financial LLC43,247$2.35M0.0%+65.7%0.279%
2/11/2026 Tencap Wealth Coaching LLC432,261$23.46M8.9%N/A2.789%
2/11/2026 Clarity Capital Advisors LLC6,616$359K0.2%+2.8%0.043%
2/10/2026 Cogent Private Wealth Inc.47,773$2.59M2.0%N/A0.308%
2/10/2026 Northwestern Mutual Wealth Management Co.2,427$132K0.0%N/A0.016%
2/10/2026 Foundations Investment Advisors LLC38,288$2.08M0.0%+58.0%0.247%
2/9/2026 Integrity Alliance LLC.785,250$42.59M1.6%+34.6%5.066%
2/9/2026 Integrity Advisory Solutions LLC1,010,567$54.81M7.9%+16.8%6.520%
2/9/2026 Kestra Investment Management LLC112,523$6.10M0.1%+37.1%0.726%
2/6/2026 Gradient Capital Advisors LLC4,961$269K0.1%N/A0.032%
2/6/2026 Axxcess Wealth Management LLC19,699$1.07M0.0%N/A0.127%
2/6/2026 Vestmark Advisory Solutions Inc.1,538,407$83.44M1.1%+6.4%9.925%
2/5/2026 Kane Co Wealth Management Inc.7,300$396K0.3%N/A0.047%
2/5/2026 USAdvisors Wealth Management LLC6,857$371K0.1%+4.1%0.044%
2/5/2026 Thrivent Financial for Lutherans52,624$2.85M0.0%N/A0.340%
2/5/2026 Williams & Novak LLC5,787$314K0.2%N/A0.037%
2/5/2026 Allworth Financial LP124,966$6.78M0.0%+111.7%0.806%
2/3/2026 Heffernan Advisory Inc.42,082$2.28M2.2%N/A0.271%
2/3/2026 RFG Advisory LLC260,250$14.12M0.3%+5.0%1.679%
2/2/2026 Truist Financial Corp62,485$3.39M0.0%-1.8%0.403%
2/2/2026 Vantage Point Financial LLC95,749$5.19M1.9%+6.1%0.618%
1/30/2026 Simplicity Wealth LLC29,449$1.60M0.1%-44.0%0.190%
1/29/2026 Ashton Thomas Private Wealth LLC10,937$593K0.0%+5.9%0.071%
1/29/2026 Index Fund Advisors Inc.24,964$1.35M0.1%+454.4%0.161%
1/29/2026 Porter White Investment Advisors Inc.22,593$1.23M0.5%+18.9%0.146%
1/29/2026 Concord Wealth Partners6,273$340K0.0%+96.2%0.040%
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1/28/2026 Geneos Wealth Management Inc.5,923$321K0.0%+9.8%0.038%
1/28/2026 APS Management Group Inc.130,026$7.05M6.0%+7.6%0.839%
1/27/2026 Dravo Bay LLC241,207$13.08M5.4%+11.1%1.556%
1/27/2026 PFG Advisors27,535$1.49M0.1%N/A0.178%
1/26/2026 Merit Financial Group LLC5,974$324K0.0%+40.2%0.039%
1/26/2026CWM LLC988$54K0.0%+27.5%0.006%
1/26/2026 XY Planning Network Inc.6,759$367K0.1%N/A0.044%
1/23/2026 Farther Finance Advisors LLC35,505$1.93M0.0%+17.8%0.232%
1/23/2026 Diversify Advisory Services LLC11,877$647K0.0%N/A0.078%
1/22/2026 Triad Wealth Partners LLC13,060$708K0.1%+47.8%0.085%


DGCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 127 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. ($17.63M).Learn more on Dimensional Global Credit ETF's institutional investors.

Of the 120 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 Envestnet Asset Management Inc. ($276.01K).

Institutional investors have bought a total of 4,646,021 shares in the last 24 months. This purchase volume represents approximately $254.51M in transactions.

Of the 33 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 ($83.05K), Master S Wealth Management Inc. ($64.37K), Bank of America Corp DE ($41.22K), Foundry Financial LLC ($38.34K), Simplicity Wealth LLC ($23.15K), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($19.27K).

Institutional investors have sold a total of 1,628,608 shares in the last 24 months. This volume of shares sold represents approximately $89.94M in transactions.


Related Companies

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 8/22/2026. New 13F filings are added each quarter as they're published.
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