DIMENSIONAL GLOBAL CREDIT (DGCB) Institutional Shareholders
DIMENSIONAL GLOBAL CREDIT (DGCB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $692.15M in DGCB holdings during the latest filing period.
Vestmark Advisory Solutions, Inc. is currently the largest disclosed institutional shareholder of DGCB tracked by InsiderSet, reporting ownership valued at approximately $83.43M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $82.21M, representing an estimated loss of -1.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed DGCB value among the investors covered in this analysis. Major shareholders include Vestmark Advisory Solutions, Inc., Integrity Advisory Solutions, Llc, Integrity Alliance, Llc., and several other long-term asset managers with concentrated positions in DIMENSIONAL GLOBAL CREDIT (DGCB).
This page ranks the largest institutional DGCB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
124
Total Reported Value
$692.15M
Largest Holder
Vestmark Advisory Solutions, Inc.
Largest Position
$83.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
137
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 0.93% | 1,541,232 | $83,434,132 | $82,209,315 | -$1,224,817 | -1.47% | |
| Integrity Advisory Solutions, Llc | 7.55% | 1,342,334 | $73,385,424 | $71,600,096 | -$1,785,328 | -2.43% | |
| Integrity Alliance, Llc. | 1.56% | 905,653 | $49,512,066 | $48,307,531 | -$1,204,535 | -2.43% | |
| Bank Of America Corp | 0.00% | 865,985 | $46,880,098 | $46,191,640 | -$688,458 | -1.47% | |
| Envestnet Asset Management Inc | 0.01% | 656,845 | $35,558,126 | $35,036,112 | -$522,014 | -1.47% | |
| Three Arch Wealth Management Llc | 5.45% | 559,563 | $30,291,783 | $29,847,090 | -$444,693 | -1.47% | |
| Tencap Wealth Coaching, Llc | 7.95% | 458,254 | $25,071,859 | $24,443,268 | -$628,591 | -2.51% | |
| Wealth Advisors Northwest Llc | 7.13% | 382,291 | $20,899,827 | $20,391,402 | -$508,425 | -2.43% | |
| Dinuzzo Private Wealth, Inc. | 1.74% | 322,435 | $17,627,522 | $17,198,683 | -$428,839 | -2.43% | |
| Aa Financial Advisors, Llc | 2.11% | 321,150 | $17,557,270 | $17,130,141 | -$427,129 | -2.43% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 316,126 | $17,113,481 | $16,862,161 | -$251,320 | -1.47% | |
| Onedigital Investment Advisors Llc | 0.16% | 308,711 | $16,711,989 | $16,466,645 | -$245,344 | -1.47% | |
| Rfg Advisory, Llc | 0.24% | 285,441 | $15,605,054 | $15,225,423 | -$379,631 | -2.43% | |
| Mattern Wealth Management Llc | 2.47% | 275,196 | $15,044,965 | $14,678,955 | -$366,010 | -2.43% | |
| Allworth Financial Lp | 0.06% | 275,423 | $14,909,951 | $14,691,063 | -$218,888 | -1.47% | |
| Dravo Bay Llc | 5.88% | 267,210 | $14,465,332 | $14,252,981 | -$212,351 | -1.47% | |
| Commonwealth Equity Services, Llc | 0.02% | 232,728 | $12,723,220 | $12,413,712 | -$309,508 | -2.43% | |
| Integrated Wealth Concepts Llc | 0.07% | 169,108 | $9,154,604 | $9,020,221 | -$134,383 | -1.47% | |
| Apella Capital, Llc | 0.13% | 164,065 | $8,919,381 | $8,751,227 | -$168,154 | -1.89% | |
| E-Wealth Partners, Llc | 6.92% | 157,875 | $8,546,518 | $8,421,053 | -$125,466 | -1.47% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.40% | 148,321 | $8,108,690 | $7,911,442 | -$197,248 | -2.43% | |
| Sageoak Financial, Llc | 4.97% | 139,121 | $7,605,723 | $7,420,714 | -$185,009 | -2.43% | |
| Aps Management Group, Inc. | 5.85% | 139,112 | $7,605,277 | $7,420,234 | -$185,043 | -2.43% | |
| Dynamic Advisor Solutions Llc | 0.21% | 137,493 | $7,516,755 | $7,333,877 | -$182,878 | -2.43% | |
| Kestra Advisory Services, Llc | 0.02% | 120,053 | $6,563,317 | $6,403,627 | -$159,690 | -2.43% | |
| Optimus Capital Advisors, Llc | 3.28% | 111,763 | $6,110,107 | $5,961,438 | -$148,669 | -2.43% | |
| Csp Financial Group, Llc | 4.76% | 102,127 | $5,583,281 | $5,447,454 | -$135,827 | -2.43% | |
| Vantage Point Financial Llc | 1.92% | 100,845 | $5,459,211 | $5,379,072 | -$80,139 | -1.47% | |
| Farther Finance Advisors, Llc | 0.04% | 87,069 | $4,760,078 | $4,644,260 | -$115,818 | -2.43% | |
| Orion Porfolio Solutions, Llc | 0.04% | 79,071 | $4,280,485 | $4,217,647 | -$62,838 | -1.47% | |
| Truist Financial Corp | 0.01% | 77,808 | $4,253,771 | $4,150,279 | -$103,492 | -2.43% | |
| Cogent Private Wealth, Inc. | 3.06% | 78,361 | $4,242,049 | $4,179,776 | -$62,273 | -1.47% | |
| Venture Visionary Partners Llc | 0.10% | 68,096 | $3,722,808 | $3,632,241 | -$90,567 | -2.43% | |
| Citigroup Inc | 0.00% | 65,553 | $3,548,692 | $3,496,597 | -$52,095 | -1.47% | |
| Parkwoods Wealth Partners, Llc | 0.54% | 61,927 | $3,385,526 | $3,303,186 | -$82,340 | -2.43% | |
| Index Fund Advisors, Inc. | 0.15% | 61,498 | $3,329,150 | $3,280,303 | -$48,847 | -1.47% | |
| Foundations Investment Advisors, Llc | 0.04% | 54,933 | $2,973,773 | $2,930,126 | -$43,647 | -1.47% | |
| Tru Independence Asset Management 2, Llc | 1.79% | 53,826 | $2,913,854 | $2,871,079 | -$42,775 | -1.47% | |
| Lpl Financial Llc | 0.00% | 51,047 | $2,763,413 | $2,722,847 | -$40,566 | -1.47% | |
| Tcfg Investment Advisors, Llc | 0.92% | 49,914 | $2,728,798 | $2,662,413 | -$66,385 | -2.43% | |
| Tcfg Wealth Management, Llc | 1.00% | 49,439 | $2,676,365 | $2,637,076 | -$39,289 | -1.47% | |
| Heffernan Advisory, Inc | 2.20% | 48,043 | $2,626,511 | $2,562,614 | -$63,897 | -2.43% | |
| Osaic Holdings, Inc. | 0.00% | 48,468 | $2,623,777 | $2,585,283 | -$38,494 | -1.47% | |
| Stratos Investment Management, Llc | 0.10% | 47,072 | $2,548,230 | $2,510,820 | -$37,410 | -1.47% | |
| Cerity Partners Llc | 0.00% | 42,933 | $2,324,165 | $2,290,046 | -$34,119 | -1.47% | |
| Sowell Financial Services Llc | 0.08% | 42,038 | $2,298,244 | $2,242,307 | -$55,937 | -2.43% | |
| Meredith Wealth Planning | 0.51% | 39,405 | $2,154,289 | $2,101,863 | -$52,426 | -2.43% | |
| Geowealth Management, Llc | 0.07% | 37,878 | $2,070,818 | $2,020,413 | -$50,405 | -2.43% | |
| Two West Capital Advisors Llc | 0.97% | 36,030 | $1,949,639 | $1,921,840 | -$27,799 | -1.43% | |
| Broadhurst Jeffrey B | 1.98% | 35,189 | $1,908,564 | $1,876,981 | -$31,583 | -1.65% |
Frequently asked questions about DGCB
Who owns the most DGCB stock?
The largest holders of DGCB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL GLOBAL CREDIT (DGCB).
Is DGCB widely held by superinvestors?
Many widely followed stocks like DGCB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DGCB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.