Skip to content

DGCB DIMENSIONAL ETF TRUST

Follow

GLOBAL CR ETF (fund)

132 managers (135 13F filers) reported a position in DGCB shares at 2026-06-30, 15,356,187 shares in all. 20 filers opened a position and 7 filers sold out during the quarter.

Managers
132
13F filers
135
New
20
Added
80
Reduced
21
Sold out
7
Shares held by filers
15,356,187

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Vestmark Advisory Solutions, Inc.1,541,232$84.3M0.79%013F-HRTimeline
Integrity Advisory Solutions, LLC1,342,334$73.4M7.55%+168,83213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/990,203$54.1M<0.01%+124,21813F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.905,653$49.5M1.56%+62,93313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC819,826$44.8M0.01%+162,98113F-HRTimelineGroup
Three Arch Wealth Management LLC571,496$31.2M4.79%+11,93313F-HRTimeline
Tencap Wealth Coaching, LLC458,254$25.1M7.95%+17,81413F-HRTimeline
Allworth Financial LP386,625$21.1M0.09%+111,20213F-HRTimeline
Wealth Advisors Northwest LLC382,291$20.9M7.13%+101,40213F-HRTimeline
OneDigital Investment Advisors LLC351,603$19.2M0.16%+42,89213F-HRTimeline
Integrated Wealth Concepts LLC328,375$18M0.09%+159,26713F-HRTimeline
DiNuzzo Private Wealth, Inc.322,435$17.6M1.74%-2,97713F-HRTimeline
AA Financial Advisors, LLC321,150$17.6M2.11%+4,80213F-HRTimeline
UBS Group AGgroup of 2 filers holding316,276$17.3M+150Timeline
DRAVO BAY LLC309,509$16.9M5.86%+42,29913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC306,515$16.8M<0.01%+285,16713F-HRTimelineGroup
RFG Advisory, LLC285,441$15.6M0.24%+13,44813F-HRTimeline
Mattern Wealth Management LLC275,196$15M2.47%+8,99413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC232,728$12.7M0.02%+10,52013F-HRTimeline
IMA Advisory Services, Inc.201,876$11M0.69%new13F-HRTimeline
NewEdge Advisors, LLC199,814$10.9M0.03%+11,83213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC189,811$10.4M0.06%+90,28213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.188,195$10.3M0.01%new13F-HRTimelineGroup
Betterment LLC175,871$9.62M0.02%-68313F-HRTimeline
Outbound Financial Inc174,986$9.57M6.2%+13,24513F-HRTimeline
E-Wealth Partners, LLC174,700$9.55M6.9%+16,82513F-HRTimeline
Apella Capital, LLC164,065$8.92M0.13%+154,24613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …148,321$8.11M0.4%+7,30013F-HRTimeline
SageOak Financial, LLC139,121$7.61M4.97%+7,85513F-HRTimeline
APS Management Group, Inc.139,112$7.61M5.85%+6,25613F-HRTimeline
Dynamic Advisor Solutions LLC137,493$7.52M0.21%-30913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding133,473$7.3M+15,390Timeline
BEACON HILL WEALTH MANAGEMENT LTD.126,290$6.9M4.78%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC116,007$6.34M<0.01%+50,45413F-HRTimelineGroup
Optimus Capital Advisors, LLC111,763$6.11M3.28%+5,10113F-HRTimeline
Vantage Point Financial LLC104,528$5.71M1.75%+3,68313F-HRTimeline
CSP Financial Group, LLC102,127$5.58M4.76%+6,53613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN89,737$4.91M<0.01%+89,33713F-HRTimelineGroup
Farther Finance Advisors, LLC87,069$4.76M0.04%-4,90613F-HRTimeline
Orion Porfolio Solutions, LLC83,013$4.54M0.03%+3,94213F-HRTimeline
Index Fund Advisors, Inc.80,308$4.39M0.17%+18,81013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP77,808$4.25M0.01%+9,61613F-HRTimelineGroup
Venture Visionary Partners LLC68,096$3.72M0.1%new13F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC66,714$3.65M1.98%+12,88813F-HRTimeline
Beacon Pointe Advisors, LLC62,731$3.43M0.02%+49,79413F-HRTimeline
Parkwoods Wealth Partners, LLC61,927$3.39M0.54%new13F-HRTimeline
Foundations Investment Advisors, LLC61,067$3.34M0.03%+6,13413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,188$3.24M<0.01%+10,72013F-HRTimelineGroup
Mission Hills Financial Advisory, LLC53,974$2.95M1.3%new13F-HRTimeline
LPL Financial LLC50,999$2.79M<0.01%-4813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49,935$2.74M<0.01%+24,11913F-HRTimelineGroup
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC49,914$2.73M0.92%+47513F-HRTimelineGroup
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.49,364$2.7M0.1%+2,29213F-HRTimelineGroup
HEFFERNAN ADVISORY, INC48,043$2.63M2.2%+1,38613F-HRTimeline
Cambridge Investment Research Advisors,…45,946$2.51M0.01%-23513F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC43,896$2.4M<0.01%+96313F-HRTimelineGroup
Cogent Private Wealth, Inc.42,645$2.33M1.46%-35,71613F-HRTimeline
Sowell Financial Services LLC42,038$2.3M0.08%+2,22613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.40,712$2.23M0.04%+5,69313F-HRTimeline
Meredith Wealth Planning39,405$2.15M0.51%-3,44613F-HRTimeline
GeoWealth Management, LLC37,878$2.07M0.07%+3,94213F-HRTimeline
Simplicity Wealth,LLC37,733$2.06M0.07%+6,14813F-HRTimeline
Two West Capital Advisors LLC36,030$1.95M0.97%+5,33413F-HRTimeline
Smartleaf Asset Management LLC34,290$1.88M0.06%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…34,255$1.87M0.06%-44213F-HRTimelineGroup
PFG Advisors33,351$1.82M0.09%+2,42713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding32,056$1.71M+16,420Timeline
Triad Wealth Partners, LLC31,688$1.69M0.1%+19,61013F-HRTimeline
Savvy Advisors, Inc.27,411$1.5M0.03%+14,15813F-HRTimeline
Xcelsior Advisor Partners LLC25,908$1.42M0.19%+65813F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC25,315$1.38M0.34%+55413F-HRTimeline
Porter White Investment Advisors, Inc.25,120$1.37M0.53%+83013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,266$1.27M0.03%+95713F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC21,982$1.2M<0.01%new13F-HRTimelineGroup
Selective Wealth Management, Inc.19,906$1.08M0.28%+8,61913F-HRTimeline
Werba Rubin Papier Wealth Management17,527$958K0.12%+23813F-HRTimeline
Composition Wealth, LLC16,018$876K0.01%new13F-HRTimeline
Sterling Wealth Management, Inc.15,212$832K0.21%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd14,937$817K0.01%new13F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC14,283$781K0.25%-6813F-HRTimeline
Foundry Financial LLC14,068$769K0.26%+3,27513F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.13,084$715K0.22%-3,17813F-HRTimeline
Altman Advisors, Inc.12,608$689K0.25%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO12,408$678K<0.01%+1,16713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC11,391$623K0.01%+20913F-HRTimeline
IHT Wealth Management, LLC11,242$615K0.01%+6,32513F-HRTimeline
Aspire Private Capital, LLC10,975$600K0.12%+27813F-HRTimeline
Ponta Wealth Partners, LLC10,781$589K0.32%new13F-HRTimeline
CHOREO, LLC9,733$532K0.01%+7713F-HRTimeline
Nalls Sherbakoff Group, LLC9,446$516K0.37%013F-HRTimeline
Hershey Financial Advisers, LLC9,403$514K0.37%-44513F-HRTimeline
Kane Co Wealth Management, Inc.9,125$499K0.38%+1,82513F-HRTimeline
Acorn Wealth Advisors, LLC9,098$497K0.12%new13F-HRTimeline
AE Wealth Management LLC8,994$492K<0.01%+33313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,941$489K0.03%+43413F-HRTimeline
Geneos Wealth Management Inc.8,532$466K0.01%+1,30813F-HRTimeline
MML INVESTORS SERVICES, LLC7,198$394K<0.01%-2,96813F-HRTimeline
Strategic Investment Solutions, Inc. /IL7,124$389K0.09%-25013F-HRTimeline
Merit Financial Group, LLC6,926$379K<0.01%+7913F-HR/ATimeline
USAdvisors Wealth Management, LLC6,902$377K0.11%+4513F-HRTimeline
XY Planning Network, Inc.6,823$373K0.05%+1213F-HRTimeline
Abel Hall, LLC6,747$369K0.06%+28213F-HRTimeline
Clarity Capital Advisors, LLC6,692$366K0.15%+7613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners6,667$364K0.04%+39413F-HRTimelineGroup
Apollon Financial, LLCin group Apollon Wealth Management, LLC6,487$355K0.04%new13F-HRTimelineGroup
Williams & Novak, LLC6,114$334K0.22%+25013F-HRTimeline
WINNACLE WEALTH LLC6,027$330K0.22%new13F-HRTimeline
RCS Financial Planning, LLC5,457$298K0.14%-4,18713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,185$283K<0.01%+21913F-HRTimelineGroup
Gradient Capital Advisors, LLC4,961$271K0.06%013F-HRTimeline
Advyzon Investment Management, LLC4,763$260K0.02%new13F-HRTimeline
MGO ONE SEVEN LLC4,688$256K<0.01%-3013F-HRTimeline
NWAM LLC4,396$240K0.01%new13F-HRTimeline
Stirlingshire Investments, Inc.4,349$238K0.18%-59213F-HRTimeline
Pinnacle Family Advisors, LLC4,046$221K0.09%-6213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,942$216K<0.01%013F-HRTimelineGroup
Austin Asset Management Co Inc3,940$215K0.03%013F-HRTimeline
IFG Advisory, LLC2,426$133K<0.01%+77513F-HRTimeline
Millstone Evans Group, LLC2,124$116K0.06%+11113F-HRTimeline
Topsail Wealth Management, LLC1,510$82.6K0.01%+49513F-HRTimeline
Washington Trust Advisors, Inc.1,465$80.1K0.01%+7813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,134$62K<0.01%-45513F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC1,116$61K0.03%013F-HRTimeline
CoreCap Advisors, LLC1,100$60.1K<0.01%-49513F-HRTimeline
City State Bank1,000$54.7K0.01%013F-HRTimeline
IFP Advisors, Inc742$40.6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC279$15.3K<0.01%-7213F-HRTimelineGroup
Strategic Wealth Partners, Ltd.235$12.8K<0.01%+1113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS209$11.4K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC123$6.72K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.61$3.33K<0.01%new13F-HRTimeline
PINNEY & SCOFIELD, INC.10$543<0.01%013F-HRTimeline