DIMENSIONAL GLOBAL CREDIT DGCB
$54.64
+0.1% 52w: $52.40 – $54.82
Latest 13F among current holders filed 16 days ago (Aug 17, 2026)
Price — last 12 months
research preview data52.4053.6154.82
Aug 18, 2025 Jul 2, 2026
Institutional holders
123
+12 QoQ
13F value
$693.4M
+14.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DGCB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 1.5M | $83.4M | 0.9% | +0.2% |
| Integrity Advisory Solutions, LLC | Wealth advisor | 1.2M | $63.5M | 8.4% | +16.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 866.0K | $46.9M | 0.0% | -4.5% |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 842.7K | $45.6M | 1.7% | +7.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 656.8K | $35.6M | 0.0% | -9.8% |
| Three Arch Wealth Management LLC | Wealth advisor | 559.6K | $30.3M | — | +1.7% |
| Tencap Wealth Coaching, LLC | Wealth advisor | 440.4K | $23.9M | — | +1.9% |
| DiNuzzo Private Wealth, Inc. | Wealth advisor | 325.4K | $17.6M | — | -1.2% |
| AA Financial Advisors, LLC | Wealth advisor | 316.3K | $17.1M | 2.4% | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 316.1K | $17.1M | 0.0% | New |
| OneDigital Investment Advisors LLC | Wealth advisor | 308.7K | $16.7M | 0.2% | +13.7% |
| Wealth Advisors Northwest LLC | Wealth advisor | 280.9K | $15.2M | — | +25.1% |
| Allworth Financial LP | Wealth advisor | 275.4K | $14.9M | 0.1% | +120.4% |
| RFG Advisory, LLC | Wealth advisor | 272.0K | $14.7M | 0.3% | +4.5% |
| DRAVO BAY LLC | Wealth advisor | 267.2K | $14.5M | 5.9% | +10.8% |
| Mattern Wealth Management LLC | Wealth advisor | 266.2K | $14.4M | 2.8% | +7.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 222.2K | $12.0M | 0.0% | +5.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 188.0K | $10.2M | 0.0% | +0.8% |
| Betterment LLC | Wealth advisor | 176.6K | $9.6M | 0.0% | +7.7% |
| Integrated Wealth Concepts LLC | Wealth advisor | 169.1K | $9.2M | 0.1% | +1.7% |
| Outbound Financial Inc | — | 161.7K | $8.8M | — | +6.8% |
| E-Wealth Partners, LLC | Wealth advisor | 157.9K | $8.5M | — | +5.9% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 141.0K | $7.6M | 0.4% | +9.4% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 137.8K | $7.5M | 0.2% | +8.6% |
| APS Management Group, Inc. | Wealth advisor | 132.9K | $7.2M | — | +2.2% |
| SageOak Financial, LLC | Wealth advisor | 131.3K | $7.1M | — | +5.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 118.1K | $6.4M | 0.0% | +7.3% |
| Optimus Capital Advisors, LLC | Wealth advisor | 106.7K | $5.8M | — | +2.4% |
| Vantage Point Financial LLC | Wealth advisor | 100.8K | $5.5M | 1.9% | +5.3% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 99.5K | $5.4M | — | New |
| CSP Financial Group, LLC | Wealth advisor | 95.6K | $5.2M | — | — |
| Farther Finance Advisors, LLC | Wealth advisor | 92.0K | $5.0M | 0.0% | +159.0% |
| Virtu Financial LLC | Market maker | 82.6K | $4.5M | — | New |
| Orion Porfolio Solutions, LLC | Wealth advisor | 79.1K | $4.3M | 0.0% | +8.3% |
| Cogent Private Wealth, Inc. | Wealth advisor | 78.4K | $4.2M | 3.1% | +64.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 68.2K | $3.7M | 0.0% | +9.1% |
| CITIGROUP INC | Bank broker | 65.6K | $3.5M | 0.0% | +141.9% |
| Index Fund Advisors, Inc. | Wealth advisor | 61.5K | $3.3M | 0.1% | +146.3% |
| Foundations Investment Advisors, LLC | Wealth advisor | 54.9K | $3.0M | 0.0% | +43.5% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | Wealth advisor | 53.8K | $2.9M | 1.8% | +6.4% |
| LPL Financial LLC | Bank broker | 51.0K | $2.8M | 0.0% | +18.0% |
| TCFG WEALTH MANAGEMENT, LLC | Wealth advisor | 49.4K | $2.7M | 1.0% | -0.5% |
| TCFG Investment Advisors, LLC | Wealth advisor | 49.4K | $2.7M | 1.0% | — |
| OSAIC HOLDINGS, INC. | Wealth advisor | 48.5K | $2.6M | 0.0% | +11.7% |
| Stratos Investment Management, LLC | Wealth advisor | 47.1K | $2.5M | 0.1% | +0.3% |
| HEFFERNAN ADVISORY, INC | Wealth advisor | 46.7K | $2.5M | — | +10.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 46.2K | $2.5M | 0.0% | +261.4% |
| Cerity Partners LLC | Diversified mechanical | 42.9K | $2.3M | 0.0% | New |
| Meredith Wealth Planning | Wealth advisor | 42.9K | $2.3M | — | -8.4% |
| Sowell Financial Services LLC | Wealth advisor | 39.8K | $2.2M | 0.1% | +5.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding DGCB
Vestmark Advisory Solutions, Inc.Integrity Advisory Solutions, LLCBANK OF AMERICA CORP /DE/INTEGRITY ALLIANCE, LLC.ENVESTNET ASSET MANAGEMENT INCThree Arch Wealth Management LLCTencap Wealth Coaching, LLCDiNuzzo Private Wealth, Inc.AA Financial Advisors, LLCUBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC