DGCB Institutional Ownership
Dimensional - Global Credit ETF
1W: -0.5%
1M: -1.9%
3M: -4.9%
YTD: -4.1%
1Y: -3.8%
$51.94
-0.11 (-0.21%)
Weekly Expected Move ±0.8%
$51
$52
$52
$52
$53
Overview
Chart
Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — DGCB
143
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
820M
Total Invested
22
New Positions
80
Increased
28
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (153 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Vestmark Advisory Solutions, Inc. | 1,541,232 | $80M | — | +0.0% | 11Q | SEC ↗ |
| 2 | Integrity Advisory Solutions, LLC | 1,342,334 | $70M | +168,832 | +14.4% | 4Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 990,203 | $51M | +124,218 | +14.3% | 10Q | SEC ↗ |
| 4 | INTEGRITY ALLIANCE, LLC. | 905,653 | $47M | +62,933 | +7.5% | 6Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 819,826 | $43M | +162,981 | +24.8% | 11Q | SEC ↗ |
| 6 | Three Arch Wealth Management LLC | 571,496 | $30M | +11,933 | +2.1% | 3Q | SEC ↗ |
| 7 | Tencap Wealth Coaching, LLC | 458,254 | $24M | +17,814 | +4.0% | 3Q | SEC ↗ |
| 8 | Allworth Financial LP | 386,625 | $20M | +111,202 | +40.4% | 4Q | SEC ↗ |
| 9 | Wealth Advisors Northwest LLC | 382,291 | $20M | +101,402 | +36.1% | 7Q | SEC ↗ |
| 10 | OneDigital Investment Advisors LLC | 351,603 | $18M | +42,892 | +13.9% | 10Q | SEC ↗ |
| 11 | DiNuzzo Private Wealth, Inc. | 322,435 | $17M | -2,977 | -0.9% | 11Q | SEC ↗ |
| 12 | AA Financial Advisors, LLC | 321,150 | $17M | +4,802 | +1.5% | 2Q | SEC ↗ |
| 13 | UBS AM, a distinct business unit of UB | 316,126 | $16M | — | +0.0% | 2Q | SEC ↗ |
| 14 | DRAVO BAY LLC | 309,509 | $16M | +42,299 | +15.8% | 8Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 306,515 | $16M | +285,167 | +1335.8% | 2Q | SEC ↗ |
| 16 | RFG Advisory, LLC | 285,441 | $15M | +13,448 | +4.9% | 10Q | SEC ↗ |
| 17 | Mattern Wealth Management LLC | 275,196 | $14M | +8,994 | +3.4% | 10Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 232,728 | $12M | +10,520 | +4.7% | 11Q | SEC ↗ |
| 19 | IMA Advisory Services, Inc. NEW | 201,876 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 20 | NewEdge Advisors, LLC | 199,814 | $10M | +11,832 | +6.3% | 11Q | SEC ↗ |
| 21 | PARK AVENUE SECURITIES LLC | 189,811 | $10M | +90,282 | +90.7% | 2Q | SEC ↗ |
| 22 | Baird Financial Group, Inc. NEW | 188,195 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Betterment LLC | 175,871 | $9M | -683 | -0.4% | 10Q | SEC ↗ |
| 24 | Integrated Wealth Concepts LLC | 175,340 | $9M | +6,232 | +3.7% | 4Q | SEC ↗ |
| 25 | Outbound Financial Inc | 174,986 | $9M | +13,245 | +8.2% | 5Q | SEC ↗ |
| 26 | E-Wealth Partners, LLC | 174,700 | $9M | +16,825 | +10.7% | 3Q | SEC ↗ |
| 27 | Apella Capital, LLC | 164,065 | $9M | +154,246 | +1570.9% | 2Q | SEC ↗ |
| 28 | C2P Capital Advisory Group, LLC d.b.a. | 148,321 | $8M | +7,300 | +5.2% | 8Q | SEC ↗ |
| 29 | SageOak Financial, LLC | 139,121 | $7M | +7,855 | +6.0% | 7Q | SEC ↗ |
| 30 | APS Management Group, Inc. | 139,112 | $7M | +6,256 | +4.7% | 4Q | SEC ↗ |
| 31 | Dynamic Advisor Solutions LLC | 137,493 | $7M | -309 | -0.2% | 3Q | SEC ↗ |
| 32 | BEACON HILL WEALTH MANAGEMENT LTD. NEW | 126,290 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Kestra Advisory Services, LLC | 120,053 | $6M | +1,970 | +1.7% | 10Q | SEC ↗ |
| 34 | CITIGROUP INC | 116,007 | $6M | +50,454 | +77.0% | 8Q | SEC ↗ |
| 35 | Optimus Capital Advisors, LLC | 111,763 | $6M | +5,101 | +4.8% | 3Q | SEC ↗ |
| 36 | Vantage Point Financial LLC | 104,528 | $5M | +3,683 | +3.7% | 7Q | SEC ↗ |
| 37 | CSP Financial Group, LLC | 102,127 | $5M | +6,536 | +6.8% | 2Q | SEC ↗ |
| 38 | WELLS FARGO & COMPANY/MN | 89,737 | $5M | +89,337 | +22334.2% | 5Q | SEC ↗ |
| 39 | Farther Finance Advisors, LLC | 87,069 | $5M | -4,906 | -5.3% | 10Q | SEC ↗ |
| 40 | Orion Porfolio Solutions, LLC | 83,013 | $4M | +3,942 | +5.0% | 11Q | SEC ↗ |
| 41 | Index Fund Advisors, Inc. | 80,308 | $4M | +18,810 | +30.6% | 4Q | SEC ↗ |
| 42 | TRUIST FINANCIAL CORP | 77,808 | $4M | +9,616 | +14.1% | 11Q | SEC ↗ |
| 43 | Venture Visionary Partners LLC NEW | 68,096 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 44 | TRU INDEPENDENCE ASSET MANAGEMENT 2, L | 66,714 | $3M | +12,888 | +23.9% | 8Q | SEC ↗ |
| 45 | Beacon Pointe Advisors, LLC | 62,731 | $3M | +49,794 | +384.9% | 4Q | SEC ↗ |
| 46 | Parkwoods Wealth Partners, LLC NEW | 61,927 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 47 | Foundations Investment Advisors, LLC | 61,067 | $3M | +6,134 | +11.2% | 4Q | SEC ↗ |
| 48 | OSAIC HOLDINGS, INC. | 59,188 | $3M | +10,720 | +22.1% | 9Q | SEC ↗ |
| 49 | Mission Hills Financial Advisory, LLC NEW | 53,974 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 50 | LPL Financial LLC | 50,999 | $3M | -48 | -0.1% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| IMA Advisory Services, Inc. | 201,876 | $10M |
| Baird Financial Group, Inc. | 188,195 | $10M |
| BEACON HILL WEALTH MANAGEMENT LTD. | 126,290 | $7M |
| Venture Visionary Partners LLC | 68,096 | $4M |
| Parkwoods Wealth Partners, LLC | 61,927 | $3M |
| Mission Hills Financial Advisory, L | 53,974 | $3M |
| BESSEMER GROUP INC | 21,982 | $1M |
| Diversify Advisory Services, LLC | 16,028 | $833K |
| Composition Wealth, LLC | 16,018 | $832K |
| Quadrature Capital Ltd | 14,937 | $776K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 13,420 | $697K |
| Altman Advisors, Inc. | 12,608 | $655K |
| Ponta Wealth Partners, LLC | 10,781 | $560K |
| Acorn Wealth Advisors, LLC | 9,098 | $473K |
| Apollon Financial, LLC | 6,487 | $337K |
| WINNACLE WEALTH LLC | 6,027 | $313K |
| Advyzon Investment Management, LLC | 4,763 | $247K |
| NWAM LLC | 4,396 | $228K |
| MERCER GLOBAL ADVISORS INC /ADV | 794 | $41K |
| FIDUCIARY FINANCIAL ADVISORS | 209 | $11K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kestra Investment Management, LLC | 112,523 | $6M |
| Virtu Financial LLC | 82,612 | $4M |
| Thrivent Financial for Lutherans | 52,624 | $3M |
| Broadhurst Jeffrey B | 37,708 | $2M |
| CITADEL ADVISORS LLC | 28,264 | $1M |
| JANE STREET GROUP, LLC | 26,166 | $1M |
| Brookstone Capital Management | 24,080 | $1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 19,699 | $1M |
| Daner Wealth Management, LLC | 17,089 | $888K |
| OLD MISSION CAPITAL LLC | 16,020 | $832K |
| Private Advisor Group, LLC | 10,579 | $550K |
| AQR CAPITAL MANAGEMENT LLC | 4,577 | $238K |
| Ascentis Independent Advisors | 2,661 | $138K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 2,427 | $126K |
| HAZLETT, BURT & WATSON, INC. | 93 | $5K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +285,167 | +1335.8% | 306,515 |
| Integrity Advisory Solutions, LLC | +168,832 | +14.4% | 1,342,334 |
| ENVESTNET ASSET MANAGEMENT INC | +162,981 | +24.8% | 819,826 |
| Apella Capital, LLC | +154,246 | +1570.9% | 164,065 |
| BANK OF AMERICA CORP /DE | +124,218 | +14.3% | 990,203 |
| Allworth Financial LP | +111,202 | +40.4% | 386,625 |
| Wealth Advisors Northwest LLC | +101,402 | +36.1% | 382,291 |
| PARK AVENUE SECURITIES LLC | +90,282 | +90.7% | 189,811 |
| WELLS FARGO & COMPANY/MN | +89,337 | +22334.2% | 89,737 |
| INTEGRITY ALLIANCE, LLC. | +62,933 | +7.5% | 905,653 |
| CITIGROUP INC | +50,454 | +77.0% | 116,007 |
| Beacon Pointe Advisors, LLC | +49,794 | +384.9% | 62,731 |
| OneDigital Investment Advisors LLC | +42,892 | +13.9% | 351,603 |
| DRAVO BAY LLC | +42,299 | +15.8% | 309,509 |
| JPMORGAN CHASE & CO | +24,119 | +93.4% | 49,935 |
| Triad Wealth Partners, LLC | +19,610 | +162.4% | 31,688 |
| Index Fund Advisors, Inc. | +18,810 | +30.6% | 80,308 |
| Tencap Wealth Coaching, LLC | +17,814 | +4.0% | 458,254 |
| E-Wealth Partners, LLC | +16,825 | +10.7% | 174,700 |
| Savvy Advisors, Inc. | +14,158 | +106.8% | 27,411 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cogent Private Wealth, Inc. | -35,716 | -45.6% | 42,645 |
| Farther Finance Advisors, LLC | -4,906 | -5.3% | 87,069 |
| RCS Financial Planning, LLC | -4,187 | -43.4% | 5,457 |
| Meredith Wealth Planning | -3,446 | -8.0% | 39,405 |
| MASTER'S WEALTH MANAGEMENT INC. | -3,178 | -19.5% | 13,084 |
| DiNuzzo Private Wealth, Inc. | -2,977 | -0.9% | 322,435 |
| MML INVESTORS SERVICES, LLC | -2,968 | -29.2% | 7,198 |
| Betterment LLC | -683 | -0.4% | 175,871 |
| Stirlingshire Investments, Inc. | -592 | -12.0% | 4,349 |
| CoreCap Advisors, LLC | -495 | -31.0% | 1,100 |
| FIFTH THIRD BANCORP | -455 | -28.6% | 1,134 |
| Hershey Financial Advisers, LLC | -445 | -4.5% | 9,403 |
| EverSource Wealth Advisors, LLC | -442 | -1.3% | 34,255 |
| Dynamic Advisor Solutions LLC | -309 | -0.2% | 137,493 |
| TCFG WEALTH MANAGEMENT, LLC | -271 | -0.5% | 49,439 |
| Strategic Investment Solutions, Inc | -250 | -3.4% | 7,124 |
| Cambridge Investment Research Advis | -235 | -0.5% | 45,946 |
| CWM, LLC | -159 | -16.1% | 829 |
| ASSETMARK, INC | -72 | -20.5% | 279 |
| FIRETHORN WEALTH PARTNERS, LLC | -68 | -0.5% | 14,283 |