Who Owns Dimensional - Global Credit ETF (DGCB)?Hedge Fund & Institutional Holders

$53.93-0.11 (-0.21%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -6

Price History

$51.84$52.88$53.93$54.97$56.02Jul 24May 25Mar 26

DGCB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+99K+$49.0B
Mattern Wealth Management LLCNew Position+248K+$13.4B
DRAVO BAY LLCNew Position+241K+$13.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+210K+$11.0B
INTEGRITY ALLIANCE, LLC.Increased+202K+$10.2B
Integrity Advisory Solutions, LLCIncreased+145K+$6.8B
SageOak Financial, LLCNew Position+125K+$6.8B
Vantage Point Financial LLCNew Position+96K+$5.2B
OneDigital Investment Advisors LLCIncreased+91K+$4.0B
Stratos Investment Management, LLCNew Position+47K+$2.5B
Meredith Wealth PlanningNew Position+47K+$2.5B
Austin Private Wealth, LLCNew Position+42K+$2.3B
Sowell Financial Services LLCNew Position+38K+$2.0B
Simplicity Wealth,LLCNew Position+29K+$1.6B
Two West Capital Advisors LLCNew Position+28K+$1.5B

DGCB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Mach-1 Financial Group, LLCClosed Position-866K-$48.0B
NewEdge Advisors, LLCDecreased-52K-$13.2B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-14K-$2.5B
EverSource Wealth Advisors, LLCDecreased-180-$2.2B
TCFG WEALTH MANAGEMENT, LLCDecreased-13K-$802.1M
OLD MISSION CAPITAL LLCClosed Position-13K-$710.9M
Strategic Investment Solutions, Inc. /ILClosed Position-9K-$507.0M
Cetera Investment AdvisersClosed Position-8K-$469.0M
AQR CAPITAL MANAGEMENT LLCDecreased-2K-$362.6M
WELLS FARGO & COMPANY/MNDecreased-239-$239.2M
CreativeOne Wealth, LLCDecreased-999-$153.6M
IFP Advisors, IncDecreased-695-$58.5M
Kestra Advisory Services, LLCDecreased-95-$1.1M
Strategic Wealth Partners, Ltd.Closed Position-6K-$340K
Focus Partners Advisor Solutions, LLCClosed Position-6K-$324K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Integrity Advisory Solutions, LLC1,010,567$54.8B7.89%Share
2BANK OF AMERICA CORP /DE/907,206$49.0B0.00%Share
3INTEGRITY ALLIANCE, LLC.785,250$42.6B1.55%Share
4DiNuzzo Private Wealth, Inc.329,297$17.9B1.94%Share
5OneDigital Investment Advisors LLC271,403$14.0B0.14%Share
6Mattern Wealth Management LLC247,863$13.4B2.59%Share
7DRAVO BAY LLC241,207$13.1B5.44%Share
8Wealth Advisors Northwest LLC224,460$12.2B5.40%Share
9COMMONWEALTH EQUITY SERVICES, LLC210,487$11.0B0.01%Share
10SageOak Financial, LLC124,996$6.8B4.91%Share
11Vantage Point Financial LLC95,749$5.2B1.86%Share
12Orion Porfolio Solutions, LLC73,016$3.0B0.02%Share
13TCFG WEALTH MANAGEMENT, LLC49,710$2.7B1.05%Share
14Stratos Investment Management, LLC46,929$2.5B0.10%Share
15Meredith Wealth Planning46,796$2.5B0.76%Share
16Austin Private Wealth, LLC41,617$2.3B0.17%Share
17Sowell Financial Services LLC37,803$2.0B0.08%Share
18Farther Finance Advisors, LLC35,505$1.9B0.02%Share
19Simplicity Wealth,LLC29,449$1.6B0.10%Share
20Two West Capital Advisors LLC28,341$1.5B0.89%Share
21PFG Advisors27,535$1.5B0.07%Share
22CYPRESS FINANCIAL PLANNING LLC23,814$1.3B0.36%Share
23Porter White Investment Advisors, Inc.22,593$1.2B0.50%Share
24MASTER'S WEALTH MANAGEMENT INC.19,596$1.1B0.38%Share
25CITIGROUP INC27,104$1.0B0.00%Share
26CreativeOne Wealth, LLC19,806$1.0B0.02%Share
27Smartleaf Asset Management LLC27,926$1.0B0.04%Share
28OSAIC HOLDINGS, INC.22,358$1.0B0.00%Share
29Daner Wealth Management, LLC17,089$937.0M0.57%Share
30FIRETHORN WEALTH PARTNERS, LLC14,264$773.0M0.29%Share
31Triad Wealth Partners, LLC13,060$708.0M0.07%Share
32Ashton Thomas Private Wealth, LLC10,937$593.0M0.01%Share
33Savvy Advisors, Inc.10,469$567.0M0.02%Share
34Werba Rubin Papier Wealth Management10,160$551.0M0.15%Share
35RCS Financial Planning, LLC9,730$527.0M0.23%Share
36Hershey Financial Advisers, LLC9,110$494.0M0.42%Share
37SILVER OAK SECURITIES, INCORPORATED8,246$448.0M0.03%Share
38XY Planning Network, Inc.6,759$366.0M0.06%Share
39Clarity Capital Advisors, LLC6,616$358.0M0.18%Share
40Concord Wealth Partners6,273$340.0M0.04%Share
41Geneos Wealth Management Inc.5,923$321.0M0.01%Share
42Williams & Novak, LLC5,787$313.0M0.24%Share
43Gradient Capital Advisors, LLC4,961$269.0M0.07%Share
44Selective Wealth Management, Inc.4,302$234.0M0.07%Share
45Millstone Evans Group, LLC1,992$108.0M0.06%Share
46COMERICA BANK1,619$87.0M0.00%Share
47Vestmark Advisory Solutions, Inc.1,538,407$83.4M0.00%Share
48Washington Trust Advisors, Inc.1,370$74.0M0.01%Share
49ELEVATE WEALTH ADVISORY, INC1,116$60.0M0.04%Share
50City State Bank1,000$54.0M0.01%Share

DGCB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025102$277.6B+50
Q3 202552$313.8B-17
Q2 202569$418.4B+0
Q1 202569$308.2B+21
Q4 202448$910.4B+16
Q3 202432$27.4T+3
Q2 202429$23.4T+10
Q1 202419$24.6T—

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As of Q4 2025, 50 institutional investors hold DGCB (Dimensional - Global Credit ETF). The largest holder is Integrity Advisory Solutions, LLC with $54.8B in shares. This quarter, 11 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own DGCB?

As of Q4 2025, 50 institutional investors report holding DGCB (Dimensional - Global Credit ETF) in their 13F filings.

Who is the largest institutional holder of DGCB?

The largest institutional holder of DGCB is Integrity Advisory Solutions, LLC with $54.8B in shares.

Is institutional ownership of DGCB increasing or decreasing?

This quarter, 11 institutions opened new positions in DGCB and 6 closed their positions.