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Dimensional Global Credit ETF (DGCB) Institutional Ownership

Dimensional Global Credit ETF logo
$53.86 -0.06 (-0.11%)
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Institutional Ownership Changes (13F Filings) for Dimensional Global Credit ETF (NASDAQ:DGCB)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$143.11M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$33.56M
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DGCB Institutional Buying and Selling by Quarter

Dimensional Global Credit ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/14/2025Park Avenue Securities LLC59,092$3.21M0.0%+121.3%0.492%
7/14/2025Sowell Financial Services LLC26,107$1.42M0.1%+5.3%0.218%
7/11/2025 Farther Finance Advisors LLC27,568$1.50M0.0%+18.1%0.240%
7/11/2025 Silver Oak Securities Incorporated8,350$453K0.0%+9.6%0.073%
5/30/2025Porter White Investment Advisors Inc.5,830$310K0.2%N/A0.054%
5/21/2025Geneos Wealth Management Inc.5,504$293K0.0%+19.5%0.051%
5/20/2025Integrity Alliance LLC.475,080$25.26M1.0%N/A4.440%
5/19/2025Jane Street Group LLC17,790$946K0.0%-44.3%0.166%
5/16/2025Ashton Thomas Private Wealth LLC3,789$201K0.0%N/A0.035%
5/16/2025Kestra Investment Management LLC19,194$1.02M0.0%+179.7%0.179%
5/16/2025NewEdge Advisors LLC337,182$17.93M0.1%-53.5%3.151%
5/16/2025Copperleaf Capital LLC18,151$965K0.6%+1.5%0.170%
5/15/2025Betterment LLC120,801$6.42M0.0%+30.2%1.129%
5/14/2025CreativeOne Wealth LLC15,094$803K0.0%+20.7%0.141%
5/14/2025Smartleaf Asset Management LLC22,082$1.17M0.1%+6.9%0.206%
5/14/2025CW Advisors LLC19,347$1.03M0.0%N/A0.181%
5/13/2025EverSource Wealth Advisors LLC30,040$1.60M0.1%+18.7%0.281%
5/13/2025Vestmark Advisory Solutions Inc.1,218,576$64.79M1.7%-1.2%11.389%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors140,665$7.49M0.6%+5.9%1.315%
5/12/2025Virtu Financial LLC40,812$2.17M0.1%N/A0.381%
5/12/2025Savvy Advisors Inc.9,446$502K0.1%+41.6%0.088%
5/9/2025Cary Street Partners Financial LLC4,052$215K0.0%N/A0.038%
5/9/2025Strategic Investment Solutions Inc. IL13,589$723K0.2%-58.2%0.127%
5/9/2025Commonwealth Equity Services LLC290,365$15.44M0.0%+1.1%2.714%
5/8/2025Meredith Wealth Planning34,734$1.85M0.8%+6.5%0.325%
5/6/2025USAdvisors Wealth Management LLC7,146$379K0.1%N/A0.067%
5/5/2025Millstone Evans Group LLC11,507$612K0.4%+3.3%0.108%
5/5/2025IFP Advisors Inc6,164$328K0.0%+5.6%0.058%
5/2/2025Concord Wealth Partners1,321$70K0.0%+606.4%0.012%
5/2/2025Dravo Bay LLC192,214$10.22M5.4%-3.9%1.805%
5/2/2025SageOak Financial LLC103,269$5.49M4.9%+71.5%0.970%
4/30/2025TRU Independence Asset Management 2 LLC137,066$7.29M5.5%+45.1%1.293%
4/29/2025Envestnet Asset Management Inc.512,373$27.24M0.0%+24.5%4.834%
4/29/2025OneDigital Investment Advisors LLC158,510$8.43M0.1%+8.8%1.495%
4/29/2025 Silver Oak Securities Incorporated7,622$404K0.0%+6.1%0.072%
4/25/2025DiNuzzo Private Wealth Inc.329,269$17.51M2.2%+0.1%3.106%
4/25/2025RCS Financial Planning LLC12,547$667K0.4%-24.2%0.118%
4/25/2025Master S Wealth Management Inc.76,726$4.08M2.1%+1.4%0.724%
4/23/2025Mattern Wealth Management LLC188,766$10.04M2.2%+8.4%1.798%
4/23/2025Balance Wealth LLC14,636$778K0.5%N/A0.139%
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4/23/2025Vantage Point Financial LLC81,684$4.34M2.2%+11.2%0.778%
4/22/2025Cambridge Investment Research Advisors Inc.9,026$480K0.0%+4.9%0.086%
4/22/2025Aspire Private Capital LLC11,569$615K0.2%-9.4%0.110%
4/17/2025Sowell Financial Services LLC24,794$1.32M0.1%+2.7%0.236%
4/17/2025Tcfg Wealth Management LLC11,493$611K0.3%-78.1%0.109%
4/16/2025Wealth Advisors Northwest LLC110,775$5.89M3.7%+96.8%1.055%
4/15/2025Two West Capital Advisors LLC22,768$1.18M1.0%+90.5%0.217%
4/15/2025Simplicity Wealth LLC51,974$2.76M0.2%N/A0.495%
4/14/2025 Farther Finance Advisors LLC23,348$1.24M0.0%+51.9%0.222%
4/14/2025Clarity Capital Advisors LLC6,433$342K0.2%N/A0.061%
4/14/2025Park Avenue Securities LLC26,698$1.42M0.0%+47.1%0.254%
4/9/2025RFG Advisory LLC256,981$13.66M0.4%+3,779.5%2.471%
4/9/2025Merit Financial Group LLC4,213$224K0.0%N/A0.041%
2/17/2025Bank of America Corp DE814,088$42.82M0.0%+12.9%8.393%
2/14/2025Jane Street Group LLC31,932$1.68M0.0%-30.5%0.329%
2/14/2025Betterment LLC92,808$4.88M0.0%+51.9%0.957%
2/14/2025OneDigital Investment Advisors LLC145,715$7.67M0.1%+35.3%1.502%
2/14/2025GeoWealth Management LLC11,603$610K0.0%+20.0%0.120%
2/13/2025Strategic Investment Solutions Inc. IL32,540$1.78M0.6%+22.7%0.335%
2/13/2025NewEdge Advisors LLC725,258$38.15M0.2%-6.2%7.477%
2/13/2025Master S Wealth Management Inc.75,679$3.98M2.1%N/A0.780%
2/13/2025CreativeOne Wealth LLC12,507$658K0.0%+5.0%0.129%
2/13/2025Savvy Advisors Inc.6,671$351K0.0%+4.3%0.069%
2/13/2025Envestnet Asset Management Inc.411,531$21.65M0.0%+3.6%4.243%
2/12/2025OLD Mission Capital LLC7,334$386K0.0%-77.5%0.076%
2/12/2025Orion Portfolio Solutions LLC64,425$3.39M0.0%+17.6%0.664%
2/11/2025Millstone Evans Group LLC11,136$586K0.4%N/A0.115%
2/11/2025Symmetry Partners LLC5,371$283K0.0%N/A0.055%
2/11/2025SageOak Financial LLC60,199$3.17M2.9%N/A0.621%
2/10/2025Commonwealth Equity Services LLC287,292$15.11M0.0%+7.4%2.962%
2/10/2025 Farther Finance Advisors LLC15,370$808K0.0%+143.7%0.158%
2/10/2025EverSource Wealth Advisors LLC25,316$1.33M0.1%+22.1%0.261%
2/7/2025Sowell Financial Services LLC24,137$1.27M0.1%+41.0%0.249%
2/6/2025Vestmark Advisory Solutions Inc.1,232,828$64.85M2.2%+5.9%12.710%
2/6/2025Dravo Bay LLC200,106$10.53M5.1%+5.3%2.063%
2/5/2025Smartleaf Asset Management LLC20,661$1.09M0.1%+5.1%0.213%
2/4/2025Daner Wealth Management LLC26,248$1.39M1.0%N/A0.271%
2/4/2025IFP Advisors Inc5,838$307K0.0%+16.5%0.060%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors132,836$6.99M0.2%+53.8%1.369%
1/31/2025Kestra Investment Management LLC6,862$361K0.0%N/A0.071%
1/31/2025Truist Financial Corp50,418$2.65M0.0%+20.0%0.520%
1/31/2025Meredith Wealth Planning32,614$1.72M0.8%+181.6%0.336%
1/30/2025Copperleaf Capital LLC17,882$941K0.6%+3.6%0.184%
1/30/2025Tcfg Wealth Management LLC52,515$2.76M1.4%+7.5%0.541%
1/29/2025Wealth Advisors Northwest LLC56,280$2.96M2.0%N/A0.580%
1/27/2025 Silver Oak Securities Incorporated7,187$379K0.0%+6.7%0.074%
1/24/2025Vantage Point Financial LLC73,441$3.86M2.1%N/A0.765%
1/23/2025DiNuzzo Private Wealth Inc.329,055$17.31M2.2%+2.9%3.428%
1/23/2025RCS Financial Planning LLC16,543$870K0.5%N/A0.172%
1/22/2025Hutchens & Kramer Investment Management Group LLC5,468$288K0.2%-20.6%0.057%
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1/22/2025TRU Independence Asset Management 2 LLC94,481$4.97M4.1%+253.9%0.984%
1/22/2025Mattern Wealth Management LLC174,075$9.16M2.0%-3.7%1.813%
1/22/2025Two West Capital Advisors LLC11,952$629K0.5%+51.7%0.125%
1/21/2025Geneos Wealth Management Inc.4,606$242K0.0%N/A0.048%
1/21/2025Firethorn Wealth Partners LLC14,532$764K0.4%+9.3%0.151%
1/21/2025RFG Advisory LLC6,624$348K0.0%-60.0%0.069%
1/17/2025Aspire Private Capital LLC12,775$672K0.2%+1.8%0.136%
1/14/2025Park Avenue Securities LLC18,144$954K0.0%+95.0%0.193%
11/20/2024Virtu Financial LLC73,585$4.04M0.2%+532.2%0.887%
11/15/2024Orion Portfolio Solutions LLC54,760$3.00M0.1%-4.3%0.660%
(Data available from 1/1/2016 forward)

DGCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DGCB shares?

During the previous two years, 59 institutional investors and hedge funds held shares of Dimensional Global Credit ETF. The most heavily invested institutionals were Vestmark Advisory Solutions Inc. ($64.79M), Bank of America Corp DE ($42.82M), Envestnet Asset Management Inc. ($27.24M), Integrity Alliance LLC. ($25.26M), NewEdge Advisors LLC ($17.93M), DiNuzzo Private Wealth Inc. ($17.51M), and Commonwealth Equity Services LLC ($15.44M).Learn more on Dimensional Global Credit ETF's institutional investors.

Which institutional investors have been buying Dimensional Global Credit ETF's stock?

Of the 58 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. ($924.63K), Integrity Alliance LLC. ($475.08K), DiNuzzo Private Wealth Inc. ($329.27K), RFG Advisory LLC ($265.53K), Commonwealth Equity Services LLC ($236.78K), Mattern Wealth Management LLC ($195.48K), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($140.67K).

How much institutional buying is happening at Dimensional Global Credit ETF?

Institutional investors have bought a total of 2,691,950 shares in the last 24 months. This purchase volume represents approximately $143.11M in transactions.

Which of Dimensional Global Credit ETF's major shareholders have been selling company stock?

Of the 15 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: NewEdge Advisors LLC ($436.37K), Tcfg Wealth Management LLC ($41.02K), Jane Street Group LLC ($33.69K), OLD Mission Capital LLC ($25.23K), Envestnet Asset Management Inc. ($23.37K), Strategic Investment Solutions Inc. IL ($21.35K), and Vestmark Advisory Solutions Inc. ($14.25K).

How much institutional selling is happening at Dimensional Global Credit ETF?

Institutional investors have sold a total of 632,285 shares in the last 24 months. This volume of shares sold represents approximately $33.56M in transactions.



This page (NASDAQ:DGCB) was last updated on 7/15/2025 by MarketBeat.com Staff
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