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Dimensional Global Credit ETF (DGCB) Institutional Ownership

Dimensional Global Credit ETF logo
$54.62 +0.29 (+0.53%)
Closing price 08/1/2025 03:59 PM Eastern
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As of 08/1/2025 04:10 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)
58
Total
Institutional Inflows
(last 12 months)
$145.82M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$38.92M
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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
8/1/2025Austin Private Wealth LLC32,238$1.75M0.1%+22.9%0.264%
8/1/2025Ashton Thomas Private Wealth LLC11,729$636K0.0%+209.6%0.096%
8/1/2025Envestnet Asset Management Inc.592,144$32.11M0.0%+15.6%4.854%
7/30/2025 Brookstone Capital Management15,433$837K0.0%N/A0.129%
7/29/2025 Two West Capital Advisors LLC21,054$1.14M0.7%-7.5%0.175%
7/29/2025 Master S Wealth Management Inc.78,266$4.24M2.0%+2.0%0.652%
7/28/2025 RCS Financial Planning LLC11,944$648K0.3%-4.8%0.100%
7/28/2025 RFG Advisory LLC246,559$13.37M0.3%-4.1%2.055%
7/25/2025 Concord Wealth Partners3,198$173K0.0%+142.1%0.027%
7/24/2025 Vantage Point Financial LLC82,004$4.45M2.0%+0.4%0.683%
7/24/2025 Wealth Advisors Northwest LLC164,186$8.90M4.7%+48.2%1.368%
7/23/2025 Tcfg Wealth Management LLC11,050$599K0.3%-3.9%0.092%
7/22/2025 Firethorn Wealth Partners LLC13,978$758K0.3%-3.4%0.116%
7/22/2025 USAdvisors Wealth Management LLC6,593$357K0.1%-7.7%0.055%
7/18/2025 Truist Financial Corp64,762$3.51M0.0%+4.4%0.540%
7/17/2025 DiNuzzo Private Wealth Inc.326,282$17.69M2.1%-0.9%2.719%
7/17/2025 Mattern Wealth Management LLC219,719$11.92M2.5%+16.4%1.831%
7/17/2025 Porter White Investment Advisors Inc.9,269$503K0.2%+59.0%0.077%
7/16/2025 TRU Independence Asset Management 2 LLC59,506$3.23M2.2%-56.6%0.496%
7/16/2025 Meredith Wealth Planning38,720$2.10M0.8%+11.5%0.323%
7/16/2025 Strategic Investment Solutions Inc. IL9,562$518K0.2%-29.6%0.080%
7/14/2025 Park Avenue Securities LLC59,092$3.21M0.0%+121.3%0.492%
7/14/2025 Sowell 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%
5/30/2025 Porter 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%
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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%
5/9/2025 Strategic 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%
5/8/2025 Meredith Wealth Planning34,734$1.85M0.8%+6.5%0.325%
5/6/2025 USAdvisors Wealth Management LLC7,146$379K0.1%N/A0.067%
5/5/2025Millstone Evans Group LLC11,507$612K0.4%+3.3%0.108%
5/5/2025 IFP Advisors Inc6,164$328K0.0%+5.6%0.058%
5/2/2025 Concord 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%
4/30/2025 TRU 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%
4/25/2025 DiNuzzo Private Wealth Inc.329,269$17.51M2.2%+0.1%3.106%
4/25/2025 RCS Financial Planning LLC12,547$667K0.4%-24.2%0.118%
4/25/2025 Master S Wealth Management Inc.76,726$4.08M2.1%+1.4%0.724%
4/23/2025 Mattern Wealth Management LLC188,766$10.04M2.2%+8.4%1.798%
4/23/2025Balance Wealth LLC14,636$778K0.5%N/A0.139%
4/23/2025 Vantage Point Financial LLC81,684$4.34M2.2%+11.2%0.778%
4/22/2025 Cambridge Investment Research Advisors Inc.9,026$480K0.0%+4.9%0.086%
4/22/2025 Aspire Private Capital LLC11,569$615K0.2%-9.4%0.110%
4/17/2025 Sowell Financial Services LLC24,794$1.32M0.1%+2.7%0.236%
4/17/2025 Tcfg Wealth Management LLC11,493$611K0.3%-78.1%0.109%
4/16/2025 Wealth Advisors Northwest LLC110,775$5.89M3.7%+96.8%1.055%
4/15/2025 Two West Capital Advisors LLC22,768$1.18M1.0%+90.5%0.217%
4/15/2025 Simplicity 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%
4/14/2025 Park Avenue Securities LLC26,698$1.42M0.0%+47.1%0.254%
4/9/2025 RFG Advisory LLC256,981$13.66M0.4%+3,779.5%2.471%
4/9/2025 Merit 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%
2/13/2025 Strategic 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%
2/13/2025 Master 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%
2/11/2025 Symmetry Partners LLC5,371$283K0.0%N/A0.055%
2/11/2025SageOak Financial LLC60,199$3.17M2.9%N/A0.621%
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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%
2/7/2025 Sowell 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%
2/4/2025 IFP 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%
(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, 61 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. ($32.11M), Integrity Alliance LLC. ($25.26M), NewEdge Advisors LLC ($17.93M), DiNuzzo Private Wealth Inc. ($17.69M), 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 60 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 ($226.43K), and Envestnet Asset Management Inc. ($194.84K).

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

Institutional investors have bought a total of 2,737,344 shares in the last 24 months. This purchase volume represents approximately $145.82M in transactions.

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

Of the 19 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), TRU Independence Asset Management 2 LLC ($77.56K), Tcfg Wealth Management LLC ($41.47K), Jane Street Group LLC ($33.69K), Strategic Investment Solutions Inc. IL ($25.37K), OLD Mission Capital LLC ($25.23K), and Envestnet Asset Management Inc. ($23.37K).

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

Institutional investors have sold a total of 731,082 shares in the last 24 months. This volume of shares sold represents approximately $38.92M in transactions.



This page (NASDAQ:DGCB) was last updated on 8/2/2025 by MarketBeat.com Staff
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