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Disclosery

DGCB DIMENSIONAL ETF TRUST

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GLOBAL CR ETF (fund)

110 managers (111 13F filers) reported a position in DGCB shares at 2025-12-31, 11,140,754 shares in all. 12 filers opened a position and 7 filers sold out during the quarter.

Managers
110
13F filers
111
New
12
Added
56
Reduced
24
Sold out
7
Shares held by filers
11,140,754

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.1,538,407$83.4M1.13%+92,33713F-HRTimeline
Integrity Advisory Solutions, LLC1,010,567$54.8M7.89%+145,06213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/907,206$49.2M<0.01%+99,30413F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.785,250$42.6M1.56%+201,80113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC728,191$39.5M0.01%+54,87513F-HRTimelineGroup
Three Arch Wealth Management LLC550,098$29.8M5.59%13F-HRTimeline
Tencap Wealth Coaching, LLC432,261$23.5M8.88%13F-HRTimeline
DiNuzzo Private Wealth, Inc.329,297$17.9M1.94%+1,97013F-HRTimeline
OneDigital Investment Advisors LLC271,403$14.7M0.14%+90,63613F-HRTimeline
RFG Advisory, LLC260,250$14.1M0.27%+12,34813F-HRTimeline
Mattern Wealth Management LLC247,863$13.4M2.59%+14,67413F-HRTimeline
DRAVO BAY LLC241,207$13.1M5.44%+24,00913F-HRTimeline
Wealth Advisors Northwest LLC224,460$12.2M5.4%+29,62013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding222,597$12.1M+30,352Timeline
COMMONWEALTH EQUITY SERVICES, LLC210,487$11.4M0.02%+2,29313F-HRTimeline
NewEdge Advisors, LLC186,497$10.1M0.04%-51,64813F-HRTimeline
Integrated Wealth Concepts LLC166,291$9.02M0.11%+6,66013F-HRTimeline
Betterment LLC163,974$8.89M0.02%+19,67813F-HRTimeline
Outbound Financial Inc151,387$8.21M6.39%+13,70513F-HRTimeline
E-Wealth Partners, LLC149,047$8.08M6.79%13F-HRTimeline
APS Management Group, Inc.130,026$7.05M6.04%+9,21613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …128,861$6.99M0.42%-19,27413F-HRTimeline
Dynamic Advisor Solutions LLC126,889$6.88M0.22%new13F-HRTimeline
SageOak Financial, LLC124,996$6.78M4.91%+4,90313F-HRTimeline
Allworth Financial LP124,966$6.78M0.03%+65,93613F-HRTimeline
Optimus Capital Advisors, LLC104,175$5.65M3.31%13F-HRTimeline
Vantage Point Financial LLC95,749$5.19M1.86%+5,54713F-HRTimeline
Orion Porfolio Solutions, LLC73,016$3.96M0.03%+7,59613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP62,485$3.39M<0.01%-1,15113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…52,624$2.85M0.01%new13F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC50,585$2.74M1.72%-5,51413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC49,710$2.7M1.05%-13,37613F-HRTimelineGroup
Foundry Financial LLC49,135$2.66M1.4%13F-HRTimeline
Cogent Private Wealth, Inc.47,773$2.59M1.97%13F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.46,929$2.55M0.1%-25213F-HRTimelineGroup
Meredith Wealth Planning46,796$2.54M0.76%-2,91813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,395$2.35M<0.01%+7,51813F-HRTimelineGroup
LPL Financial LLC43,247$2.35M<0.01%+17,15413F-HRTimeline
HEFFERNAN ADVISORY, INC42,082$2.28M2.18%13F-HRTimeline
Austin Private Wealth, LLC41,617$2.26M0.17%+5,93113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…38,931$2.11M0.08%-18013F-HRTimelineGroup
Foundations Investment Advisors, LLC38,288$2.08M0.03%+14,04913F-HRTimeline
Sowell Financial Services LLC37,803$2.05M0.08%+4,54613F-HRTimeline
Farther Finance Advisors, LLC35,505$1.93M0.02%+5,37113F-HRTimeline
Broadhurst Jeffrey B35,189$1.91M1.98%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…30,321$1.64M0.03%-14,34813F-HRTimelineGroup
Simplicity Wealth,LLC29,449$1.6M0.1%-23,15413F-HRTimeline
Two West Capital Advisors LLC28,341$1.54M0.89%+4,07513F-HRTimeline
Smartleaf Asset Management LLC27,926$1.52M0.06%+3,97013F-HRTimeline
PFG Advisors27,535$1.49M0.07%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC27,104$1.47M<0.01%+3,56313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,166$1.42M<0.01%new13F-HRTimelineGroup
Index Fund Advisors, Inc.24,964$1.35M0.06%+20,46113F-HRTimeline
Xcelsior Advisor Partners LLC24,872$1.35M0.66%13F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC23,814$1.29M0.36%new13F-HRTimeline
Porter White Investment Advisors, Inc.22,593$1.23M0.5%+3,59813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management21,202$1.15M0.01%+2,85413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,806$1.07M0.03%-99913F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC19,699$1.07M0.02%new13F-HR/ATimeline
MASTER'S WEALTH MANAGEMENT INC.19,596$1.06M0.38%-61,03713F-HRTimeline
Daner Wealth Management, LLC17,089$937K0.57%-2,44213F-HRTimeline
GeoWealth Management, LLC16,739$908K0.03%+1,06713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC14,264$774K0.29%+70013F-HRTimeline
Triad Wealth Partners, LLC13,060$708K0.07%+4,22313F-HRTimeline
Cambridge Investment Research Advisors,…12,780$693K<0.01%+3,12413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …11,877$647K0.02%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC10,937$593K0.01%+61013F-HRTimeline
Savvy Advisors, Inc.10,469$568K0.02%+80613F-HRTimeline
Werba Rubin Papier Wealth Management10,160$551K0.15%+18013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,914$538K<0.01%+2,64113F-HRTimelineGroup
RCS Financial Planning, LLC9,730$528K0.23%-2,79513F-HRTimeline
Beacon Pointe Advisors, LLC9,564$519K<0.01%+1,01913F-HRTimeline
Nalls Sherbakoff Group, LLC9,446$512K0.37%013F-HRTimeline
Hershey Financial Advisers, LLC9,110$494K0.42%013F-HRTimeline
Aspire Private Capital, LLC8,987$487K0.11%-2,34913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,246$448K0.03%-33113F-HRTimeline
AE Wealth Management LLC8,184$444K<0.01%+20513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO7,920$430K<0.01%+57013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL7,455$404K0.1%-1,68913F-HRTimeline
Kane Co Wealth Management, Inc.7,300$396K0.35%13F-HRTimeline
USAdvisors Wealth Management, LLC6,857$371K0.12%+26713F-HRTimeline
XY Planning Network, Inc.6,759$367K0.06%new13F-HRTimeline
Clarity Capital Advisors, LLC6,616$359K0.18%+18313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,524$354K<0.01%+3013F-HRTimelineGroup
Abel Hall, LLC6,524$354K0.08%+3013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners6,273$340K0.04%+3,07513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC6,115$332K<0.01%+2,22813F-HRTimeline
Merit Financial Group, LLC5,974$324K<0.01%+1,71213F-HRTimeline
Geneos Wealth Management Inc.5,923$321K0.01%+52913F-HRTimeline
Williams & Novak Wealth Management, LLC5,787$314K0.24%new13F-HRTimeline
Gradient Capital Advisors, LLC4,961$269K0.07%new13F-HRTimeline
MGO ONE SEVEN LLC4,862$264K0.01%-2913F-HRTimeline
Stirlingshire Investments, Inc.4,766$258K0.23%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,577$248K<0.01%-1,96213F-HRTimelineGroup
Selective Wealth Management, Inc.4,302$235K0.07%+62613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,075$221K<0.01%-23913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,942$214K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,427$132K<0.01%new13F-HR/ATimelineGroup
Millstone Evans Group, LLC1,992$108K0.06%-4413F-HRTimeline
COMERICA BANK1,619$87.8K<0.01%+7213F-HRTimeline
Washington Trust Advisors, Inc.1,370$74.3K0.01%+3813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,116$60.5K0.04%013F-HRTimeline
City State Bank1,000$54.2K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC988$54K<0.01%+21313F-HRTimelineGroup
IFP Advisors, Inc360$19.5K<0.01%-69013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC351$19K<0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC242$13.1K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.218$11.8K<0.01%-5,91713F-HRTimeline
HAZLETT, BURT & WATSON, INC.93$5K<0.01%new13F-HRTimeline
PINNEY & SCOFIELD, INC.10$533<0.01%013F-HRTimeline