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Disclosery

DGCB DIMENSIONAL ETF TRUST

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GLOBAL CR ETF (fund)

71 managers (72 13F filers) reported a position in DGCB shares at 2025-03-31, 6,351,337 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
71
13F filers
72
New
15
Added
36
Reduced
17
Sold out
7
Shares held by filers
6,351,337

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.1,218,576$64.8M1.67%-14,25213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/697,389$37.1M<0.01%-116,69913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC512,373$27.2M0.01%+100,84213F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.475,080$25.3M1%new13F-HRTimeline
NewEdge Advisors, LLC337,182$17.9M0.11%-388,07613F-HRTimeline
DiNuzzo Private Wealth, Inc.329,269$17.5M2.2%+21413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC290,365$15.4M0.02%+3,07313F-HRTimeline
RFG Advisory, LLC256,981$13.7M0.37%+250,35713F-HRTimeline
DRAVO BAY LLC192,214$10.2M5.42%-7,89213F-HRTimeline
Mattern Wealth Management LLC188,766$10M2.22%+14,69113F-HRTimeline
OneDigital Investment Advisors LLC158,510$8.43M0.1%+12,79513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …140,665$7.49M0.59%+7,82913F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC137,066$7.29M5.45%+42,58513F-HRTimeline
Betterment LLC120,801$6.42M0.02%+27,99313F-HRTimeline
Wealth Advisors Northwest LLC110,775$5.89M3.73%+54,49513F-HRTimeline
SageOak Financial, LLC103,269$5.49M4.87%+43,07013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding91,695$4.88M+12,163Timeline
Vantage Point Financial LLC81,684$4.34M2.19%+8,24313F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.76,726$4.08M2.14%+1,04713F-HRTimeline
Orion Porfolio Solutions, LLC62,924$3.35M0.03%-1,50113F-HRTimeline
Orion Portfolio Solutions, LLC62,924$3.35M0.03%-1,50113F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP62,014$3.3M0.01%+11,59613F-HRTimelineGroup
Simplicity Wealth,LLC51,974$2.76M0.21%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC40,812$2.17M0.12%new13F-HRTimelineGroup
Meredith Wealth Planning34,734$1.85M0.81%+2,12013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…30,040$1.6M0.09%+4,72413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC26,698$1.42M0.02%+8,55413F-HRTimelineGroup
Austin Private Wealth, LLC26,233$1.39M0.13%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25,501$1.36M<0.01%+1,23213F-HRTimelineGroup
Sowell Financial Services LLC24,794$1.32M0.06%+65713F-HRTimeline
Farther Finance Advisors, LLC23,348$1.24M0.03%+7,97813F-HRTimeline
Two West Capital Advisors LLC22,768$1.18M0.99%+10,81613F-HRTimeline
Smartleaf Asset Management LLC22,082$1.17M0.11%+1,42113F-HRTimeline
CW Advisors, LLC19,347$1.03M0.01%new13F-HRTimeline
GeoWealth Management, LLC18,779$998K0.04%+7,17613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…18,155$966K0.02%new13F-HRTimelineGroup
Copperleaf Capital, LLC18,151$965K0.58%+26913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,790$946K<0.01%-14,14213F-HR/ATimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,094$803K0.02%+2,58713F-HRTimelineGroup
Balance Wealth Partners LLC14,636$778K0.51%13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC14,466$769K0.37%-6613F-HRTimeline
Strategic Investment Solutions, Inc. /IL13,589$723K0.21%-18,95113F-HRTimeline
RCS Financial Planning, LLC12,547$667K0.35%-3,99613F-HRTimeline
Aspire Private Capital, LLC11,569$615K0.15%-1,20613F-HRTimeline
Millstone Evans Group, LLC11,507$612K0.42%+37113F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC11,493$611K0.31%-41,02213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,401$606K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.11,112$591K0.01%+6,50613F-HRTimeline
Savvy Advisors, Inc.9,446$502K0.05%+2,77513F-HRTimeline
Cambridge Investment Research Advisors,…9,026$480K<0.01%+42413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,622$404K0.04%+43513F-HR/ATimeline
USAdvisors Wealth Management, LLC7,146$379K0.13%new13F-HRTimeline
Clarity Capital Advisors, LLC6,433$342K0.22%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,429$342K<0.01%-14213F-HRTimelineGroup
Abel Hall, LLC6,429$342K0.21%-14213F-HRTimeline
IFP Advisors, Inc6,164$328K0.01%+32613F-HRTimeline
LPL Financial LLC6,132$326K<0.01%new13F-HRTimeline
Porter White Investment Advisors, Inc.5,830$310K0.15%new13F-HRTimeline
Merit Financial Group, LLC4,213$224K<0.01%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,052$215K0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,942$210K<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC3,789$201K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,730$198K<0.01%-1,22013F-HRTimelineGroup
COMERICA BANK1,518$80.7K<0.01%-4413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,321$70.2K0.01%+1,13413F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC946$50.3K0.04%013F-HRTimeline
CWM, LLCin group CWM, LLC775$41K<0.01%+513F-HRTimelineGroup
10Elms LLP350$18.6K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC166$8.83K<0.01%+8613F-HRTimelineGroup
PINNEY & SCOFIELD, INC.10$508<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.