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Disclosery

DGCB DIMENSIONAL ETF TRUST

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GLOBAL CR ETF (fund)

63 managers (64 13F filers) reported a position in DGCB shares at 2024-12-31, 5,736,495 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
63
13F filers
64
New
7
Added
40
Reduced
6
Sold out
3
Shares held by filers
5,736,495

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.1,232,828$64.8M2.23%+68,65913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/814,088$42.8M<0.01%+93,15013F-HRTimelineGroup
NewEdge Advisors, LLC725,258$38.1M0.23%-48,29813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC411,531$21.6M0.01%+14,22513F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.329,055$17.3M2.19%+9,22713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC287,292$15.1M0.02%+19,74213F-HRTimeline
DRAVO BAY LLC200,106$10.5M5.1%+9,98513F-HRTimeline
Mattern Wealth Management LLC174,075$9.16M2.02%-6,70913F-HRTimeline
OneDigital Investment Advisors LLC145,715$7.66M0.09%+38,02313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …132,836$6.99M0.57%+46,49413F-HR/ATimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC94,481$4.97M4.14%+67,78313F-HRTimeline
Betterment LLC92,808$4.88M0.01%+31,70113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding79,532$4.18M+38,268Timeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV77,254$4.06M2.76%13F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.75,679$3.98M2.13%13F-HRTimeline
Vantage Point Financial LLC73,441$3.86M2.08%13F-HRTimeline
Orion Porfolio Solutions, LLC64,425$3.39M0.03%+9,66513F-HRTimeline
Orion Portfolio Solutions, LLC64,425$3.39M0.03%+9,66513F-HRTimeline
SageOak Financial, LLC60,199$3.17M2.89%13F-HRTimeline
Wealth Advisors Northwest LLC56,280$2.96M2.02%13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC52,515$2.76M1.39%+3,68013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP50,418$2.65M<0.01%+8,41813F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL32,540$1.78M0.6%+6,02713F-HRTimeline
Meredith Wealth Planning32,614$1.72M0.76%+21,03113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,932$1.68M<0.01%-13,98313F-HRTimelineGroup
Daner Wealth Management, LLC26,248$1.39M1.02%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25,316$1.33M0.07%+4,59013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC24,269$1.28M<0.01%+12,96613F-HRTimelineGroup
Sowell Financial Services LLC24,137$1.27M0.07%+7,02013F-HRTimeline
Smartleaf Asset Management LLC20,661$1.09M0.11%+1,00713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,144$954K0.01%+8,83813F-HRTimelineGroup
Copperleaf Capital, LLC17,882$941K0.6%+61913F-HRTimeline
RCS Financial Planning, LLC16,543$870K0.46%new13F-HRTimeline
Farther Finance Advisors, LLC15,370$808K0.03%+9,06413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC14,532$764K0.38%+1,23813F-HRTimeline
Aspire Private Capital, LLC12,775$672K0.17%+23213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,507$658K0.02%+59913F-HRTimelineGroup
Two West Capital Advisors LLC11,952$629K0.54%+4,07513F-HRTimeline
GeoWealth Management, LLC11,603$610K0.02%+1,93313F-HRTimeline
Millstone Evans Group, LLC11,136$586K0.4%13F-HRTimeline
Cambridge Investment Research Advisors,…8,602$452K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC7,334$386K0.01%-25,23313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,187$379K0.04%+44913F-HRTimeline
Savvy Advisors, Inc.6,671$351K0.04%+27413F-HRTimeline
RFG Advisory, LLC6,624$348K0.01%-9,92313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,571$346K<0.01%+11313F-HRTimelineGroup
Abel Hall, LLC6,571$346K0.22%+11313F-HRTimeline
IFP Advisors, Inc5,838$307K0.01%+82713F-HRTimeline
Hutchens & Kramer Investment Management…5,468$288K0.16%-1,42013F-HRTimeline
Symmetry Partners, LLC5,371$283K0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,950$260K<0.01%+1,64313F-HR/ATimelineGroup
Geneos Wealth Management Inc.4,606$242K0.01%new13F-HRTimeline
COMERICA BANK1,562$82.2K<0.01%+3413F-HR/ATimeline
UBS Group AGin group UBS Group AG1,353$71.2K<0.01%+1,28513F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC946$49.8K0.04%013F-HRTimeline
CWM, LLCin group CWM, LLC770$41K<0.01%+24113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA661$35K<0.01%new13F-HRTimelineGroup
Vermillion & White Wealth Management Gr…382$20.1K0.01%+213F-HRTimeline
10Elms LLP350$18.4K0.02%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners187$9.85K<0.01%+413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC80$4.21K<0.01%new13F-HRTimelineGroup
PINNEY & SCOFIELD, INC.9$499<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.