DIMENSIONAL GLOBAL CREDIT (DGCB) Institutional Ownership Changes & 13F Activity

DIMENSIONAL GLOBAL CREDIT (DGCB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Goldman Sachs Group Inc, Baird Financial Group, Inc., Bank Of America Corp, Wells Fargo & Company/Mn, and Mission Hills Financial Advisory, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+6,232+3.7%175,340$9.59MQ2 2026Sep 09, 2026
Beacon Pointe Advisors, LlcBuy+49,794+384.9%62,731$3.43MQ2 2026Aug 18, 2026
E-Wealth Partners, LlcBuy+16,825+10.7%174,700$9.55MQ2 2026Aug 17, 2026
Goldman Sachs Group IncBuy+285,167+1335.8%306,515$16.76MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+124,218+14.3%990,203$54.13MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+89,337+22334.3%89,737$4.91MQ2 2026Aug 14, 2026
Mission Hills Financial Advisory, LlcBuy+53,97453,974$2.95MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+10,720+22.1%59,188$3.24MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+6,325+128.6%11,242$614.60KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+6,134+11.2%61,067$3.34MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+4,7634,763$260.42KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+3,942+5.0%83,013$4.54MQ2 2026Aug 14, 2026
Vantage Point Financial LlcBuy+3,683+3.7%104,528$5.71MQ2 2026Aug 14, 2026
Sei Investments CoBuy+1,167+10.4%12,408$678.34KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+963+2.2%43,896$2.40MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+775+46.9%2,426$132.63KQ2 2026Aug 14, 2026
Betterment LlcSell-683-0.4%175,871$9.62MQ2 2026Aug 14, 2026
Excelsior Advisor Network LlcBuy+658+2.6%25,908$1.42MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+209209$11.43KQ2 2026Aug 14, 2026
Pinnacle Family Advisors, LlcSell-62-1.5%4,046$221.19KQ2 2026Aug 14, 2026
Index Fund Advisors, Inc.Buy+18,810+30.6%80,308$4.39MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+957+4.3%23,266$1.27MQ2 2026Aug 13, 2026
Topsail Wealth Management, LlcBuy+495+48.8%1,510$82.55KQ2 2026Aug 13, 2026
Ubs Group AgBuy+150150$8.20KQ2 2026Aug 13, 2026
Silver Grove Financial Group, Inc.Buy+6161$3.33KQ2 2026Aug 13, 2026
Baird Financial Group, Inc.Buy+188,195188,195$10.29MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+49,93549,935$2.74MQ2 2026Aug 12, 2026
Bessemer Group IncBuy+21,98221,982$1.20MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+11,832+6.3%199,814$10.92MQ2 2026Aug 12, 2026
Ponta Wealth Partners, LlcBuy+10,78110,781$589.40KQ2 2026Aug 12, 2026
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Frequently asked questions about DGCB activity

  • Which institutional owners are buying DGCB?

    Institutional owners buying DGCB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DGCB activity?

    "Buy" means an investor increased their reported position in DGCB compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL GLOBAL CREDIT (DGCB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DGCB increasing?

    Institutional interest in DGCB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.