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Disclosery

DGCB DIMENSIONAL ETF TRUST

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GLOBAL CR ETF (fund)

79 managers (80 13F filers) reported a position in DGCB shares at 2025-06-30, 8,145,382 shares in all. 12 filers opened a position and 6 filers sold out during the quarter.

Managers
79
13F filers
80
New
12
Added
39
Reduced
19
Sold out
6
Shares held by filers
8,145,382

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.2,741,234$149M2.15%+1,522,65813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/776,805$42.1M<0.01%+79,41613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC592,144$32.1M0.01%+79,77113F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.522,447$28.3M1.55%+47,36713F-HRTimeline
DiNuzzo Private Wealth, Inc.326,282$17.7M2.1%-2,98713F-HRTimeline
NewEdge Advisors, LLC269,542$14.6M0.08%-67,64013F-HRTimeline
RFG Advisory, LLC246,559$13.4M0.31%-10,42213F-HRTimeline
Mattern Wealth Management LLC219,719$11.9M2.48%+30,95313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC207,830$11.3M0.01%-82,53513F-HRTimeline
DRAVO BAY LLC194,706$10.7M5.2%+2,49213F-HRTimeline
OneDigital Investment Advisors LLC179,291$9.72M0.11%+20,78113F-HRTimeline
Wealth Advisors Northwest LLC164,186$8.9M4.69%+53,41113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …143,303$7.77M0.51%+2,63813F-HR/ATimeline
Betterment LLC135,287$7.34M0.02%+14,48613F-HRTimeline
Outbound Financial Inc124,879$6.77M6.19%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding119,131$6.46M+27,436Timeline
SageOak Financial, LLC113,244$6.14M4.91%+9,97513F-HRTimeline
Vantage Point Financial LLC82,004$4.45M1.95%+32013F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.78,266$4.24M1.98%+1,54013F-HRTimeline
Orion Porfolio Solutions, LLC66,402$3.6M0.03%+3,47813F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,762$3.51M0.01%+2,74813F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC59,506$3.23M2.21%-77,56013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC59,092$3.21M0.03%+32,39413F-HRTimelineGroup
Meredith Wealth Planning38,720$2.1M0.76%+3,98613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…38,021$2.06M0.05%+19,86613F-HRTimelineGroup
Austin Private Wealth, LLC32,238$1.75M0.14%+6,00513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…30,821$1.67M0.08%+78113F-HRTimelineGroup
Farther Finance Advisors, LLC27,568$1.5M0.03%+4,22013F-HRTimeline
Sowell Financial Services LLC26,107$1.42M0.06%+1,31313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…25,305$1.37M<0.01%new13F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC23,695$1.28M<0.01%-1,80613F-HRTimelineGroup
Smartleaf Asset Management LLC22,901$1.24M0.11%+81913F-HRTimeline
LPL Financial LLC22,706$1.23M<0.01%+16,57413F-HRTimeline
Two West Capital Advisors LLC21,054$1.14M0.75%-1,71413F-HRTimeline
Daner Wealth Management, LLC19,852$1.08M0.75%13F-HRTimeline
CW Advisors, LLC19,868$1.08M0.01%+52113F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.18,432$1000K0.05%new13F-HRTimelineGroup
Copperleaf Capital, LLC18,231$989K0.5%+8013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,425$891K0.02%+1,33113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management15,433$837K0.01%new13F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC13,978$758K0.33%-48813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,773$693K<0.01%+9,04313F-HR/ATimelineGroup
RCS Financial Planning, LLC11,944$648K0.32%-60313F-HRTimeline
Ashton Thomas Private Wealth, LLC11,729$636K0.02%+7,94013F-HRTimeline
Aspire Private Capital, LLC11,569$627K0.15%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC11,050$599K0.27%-44313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,233$555K<0.01%-1,16813F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,731$528K<0.01%+70513F-HRTimeline
Savvy Advisors, Inc.9,620$522K0.03%+17413F-HRTimeline
Strategic Investment Solutions, Inc. /IL9,562$518K0.16%-4,02713F-HRTimeline
GeoWealth Management, LLC9,446$512K0.02%-9,33313F-HRTimeline
Nalls Sherbakoff Group, LLC9,446$512K0.37%new13F-HRTimeline
Porter White Investment Advisors, Inc.9,269$503K0.23%+3,43913F-HRTimeline
Hershey Financial Advisers, LLC9,111$494K0.44%13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO8,993$488K<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED8,350$453K0.04%+72813F-HRTimeline
Cetera Investment Advisers7,686$417K<0.01%new13F-HRTimeline
USAdvisors Wealth Management, LLC6,593$357K0.13%-55313F-HRTimeline
Clarity Capital Advisors, LLC6,433$349K0.2%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,416$348K<0.01%-1313F-HRTimelineGroup
Abel Hall, LLC6,416$348K0.16%-1313F-HRTimeline
IFP Advisors, Inc6,216$337K0.01%+5213F-HRTimeline
Geneos Wealth Management Inc.5,394$293K0.01%-5,71813F-HRTimeline
Merit Financial Group, LLC4,263$231K<0.01%+5013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,942$214K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC3,941$214K0.15%-7,56613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,198$173K0.03%+1,87713F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC2,557$139K<0.01%new13F-HRTimeline
AE Wealth Management LLC2,383$129K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,040$111K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,871$101K<0.01%new13F-HRTimelineGroup
Brooklyn Investment Group1,655$89.8K0.01%new13F-HR/ATimeline
COMERICA BANK1,544$83.7K<0.01%+2613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC946$51.3K0.04%013F-HRTimeline
CWM, LLCin group CWM, LLC775$42K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC155$8.41K<0.01%-1113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN146$7.92K<0.01%new13F-HRTimelineGroup
PINNEY & SCOFIELD, INC.10$518<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.