DGCB Institutional Ownership & Shareholders
DIMENSIONAL GLOBAL CREDIT (DGCB) is currently held by 134 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $803.87M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Vestmark Advisory Solutions, Inc. is currently the largest disclosed institutional shareholder of DGCB tracked by InsiderSet, reporting ownership valued at approximately $84.26M in its June 30, 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 $81.09M, representing an estimated loss of -3.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed DGCB value among the investors covered in this analysis. Major shareholders include Vestmark Advisory Solutions, Inc., Integrity Advisory Solutions, Llc, Bank Of America Corp, 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
134
Total Reported Value
$803.87M
Largest Holder
Vestmark Advisory Solutions, Inc.
Largest Position
$84.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
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. | 0.79% | 1,541,232 | $84,259,153 | $81,091,305 | -$3,167,848 | -3.76% | |
| Integrity Advisory Solutions, Llc | 7.90% | 1,450,253 | $75,277,752 | $76,304,481 | +$1,026,729 | +1.36% | |
| Bank Of America Corp | 0.00% | 990,203 | $54,134,398 | $52,099,135 | -$2,035,263 | -3.76% | |
| Integrity Alliance, Llc. | 1.45% | 907,409 | $47,100,548 | $47,742,962 | +$642,414 | +1.36% | |
| Envestnet Asset Management Inc | 0.01% | 819,826 | $44,819,887 | $43,134,817 | -$1,685,070 | -3.76% | |
| Three Arch Wealth Management Llc | 5.22% | 631,238 | $32,765,441 | $33,212,335 | +$446,894 | +1.36% | |
| Tencap Wealth Coaching, Llc | 7.95% | 458,254 | $25,071,859 | $24,110,851 | -$961,008 | -3.83% | |
| Allworth Financial Lp | 0.09% | 386,625 | $21,136,765 | $20,342,120 | -$794,645 | -3.76% | |
| Wealth Advisors Northwest Llc | 7.00% | 403,654 | $20,952,317 | $21,238,094 | +$285,777 | +1.36% | |
| Onedigital Investment Advisors Llc | 0.16% | 351,603 | $19,222,109 | $18,499,451 | -$722,658 | -3.76% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 316,126 | $17,113,481 | $16,632,843 | -$480,638 | -2.81% | |
| Dravo Bay Llc | 5.86% | 309,509 | $16,920,869 | $16,284,692 | -$636,177 | -3.76% | |
| Goldman Sachs Group Inc | 0.00% | 306,515 | $16,757,175 | $16,127,164 | -$630,011 | -3.76% | |
| Dinuzzo Private Wealth, Inc. | 1.66% | 321,181 | $16,671,404 | $16,898,810 | +$227,406 | +1.36% | |
| Rfg Advisory, Llc | 0.24% | 285,441 | $15,605,054 | $15,018,364 | -$586,690 | -3.76% | |
| Mattern Wealth Management Llc | 2.47% | 275,196 | $15,044,965 | $14,479,327 | -$565,638 | -3.76% | |
| Apella Capital, Llc | 0.17% | 251,933 | $13,124,129 | $13,255,354 | +$131,225 | +1.00% | |
| Aa Financial Advisors, Llc | 1.49% | 240,643 | $12,490,942 | $12,661,335 | +$170,393 | +1.36% | |
| Commonwealth Equity Services, Llc | 0.02% | 225,081 | $11,683,190 | $11,842,547 | +$159,357 | +1.36% | |
| Ima Advisory Services, Inc. | 0.69% | 201,876 | $11,036,560 | $10,621,625 | -$414,935 | -3.76% | |
| Newedge Advisors, Llc | 0.03% | 199,814 | $10,923,814 | $10,513,134 | -$410,680 | -3.76% | |
| Baird Financial Group, Inc. | 0.01% | 188,195 | $10,288,621 | $9,901,805 | -$386,816 | -3.76% | |
| Betterment Llc | 0.02% | 175,871 | $9,615,000 | $9,253,382 | -$361,618 | -3.76% | |
| Integrated Wealth Concepts Llc | 0.06% | 175,340 | $9,585,827 | $9,225,444 | -$360,383 | -3.76% | |
| E-Wealth Partners, Llc | 6.90% | 174,700 | $9,550,839 | $9,191,771 | -$359,068 | -3.76% | |
| Farther Finance Advisors, Llc | 0.06% | 175,514 | $9,110,355 | $9,234,599 | +$124,244 | +1.36% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.41% | 159,445 | $8,276,260 | $8,389,135 | +$112,875 | +1.36% | |
| Sageoak Financial, Llc | 4.96% | 146,606 | $7,609,817 | $7,713,616 | +$103,799 | +1.36% | |
| Dynamic Advisor Solutions Llc | 0.21% | 141,929 | $7,367,046 | $7,467,538 | +$100,492 | +1.36% | |
| Csp Financial Group, Llc | 7.40% | 141,481 | $7,343,791 | $7,443,966 | +$100,175 | +1.36% | |
| Kestra Advisory Services, Llc | 0.02% | 129,317 | $6,712,414 | $6,803,962 | +$91,548 | +1.36% | |
| Citigroup Inc | 0.00% | 116,007 | $6,342,103 | $6,103,662 | -$238,441 | -3.76% | |
| Optimus Capital Advisors, Llc | 3.28% | 111,763 | $6,110,107 | $5,880,366 | -$229,741 | -3.76% | |
| Vantage Point Financial Llc | 1.75% | 104,528 | $5,714,554 | $5,499,699 | -$214,855 | -3.76% | |
| Aps Management Group, Inc. | 3.60% | 96,585 | $5,013,404 | $5,081,781 | +$68,377 | +1.36% | |
| Wells Fargo & Company/Mn | 0.00% | 89,737 | $4,905,922 | $4,721,476 | -$184,446 | -3.76% | |
| Truist Financial Corp | 0.01% | 92,983 | $4,826,438 | $4,892,263 | +$65,825 | +1.36% | |
| Orion Porfolio Solutions, Llc | 0.03% | 83,013 | $4,538,333 | $4,367,696 | -$170,637 | -3.76% | |
| Index Fund Advisors, Inc. | 0.17% | 80,308 | $4,390,452 | $4,225,373 | -$165,079 | -3.76% | |
| Tru Independence Asset Management 2, Llc | 1.98% | 66,714 | $3,647,254 | $3,510,130 | -$137,124 | -3.76% | |
| Beacon Pointe Advisors, Llc | 0.02% | 62,731 | $3,429,504 | $3,300,566 | -$128,938 | -3.76% | |
| Parkwoods Wealth Partners, Llc | 0.54% | 61,927 | $3,385,526 | $3,258,264 | -$127,262 | -3.76% | |
| Foundations Investment Advisors, Llc | 0.03% | 61,067 | $3,338,554 | $3,213,016 | -$125,538 | -3.76% | |
| Heffernan Advisory, Inc | 2.18% | 62,400 | $3,238,972 | $3,283,151 | +$44,179 | +1.36% | |
| Osaic Holdings, Inc. | 0.00% | 59,188 | $3,236,011 | $3,114,153 | -$121,858 | -3.77% | |
| Mission Hills Financial Advisory, Llc | 1.30% | 53,974 | $2,950,739 | $2,839,820 | -$110,919 | -3.76% | |
| Lpl Financial Llc | 0.00% | 50,999 | $2,788,097 | $2,683,292 | -$104,805 | -3.76% | |
| Jpmorgan Chase & Co | 0.00% | 49,935 | $2,737,330 | $2,627,310 | -$110,020 | -4.02% | |
| Stratos Investment Management, Llc | 0.10% | 49,364 | $2,698,766 | $2,597,267 | -$101,499 | -3.76% | |
| Tcfg Wealth Management, Llc | 1.00% | 49,439 | $2,676,365 | $2,601,213 | -$75,152 | -2.81% |
Frequently asked questions about DGCB
Who are the largest institutional holders of DGCB?
The largest institutional holders of DGCB reported in the latest SEC Form 13F filings include Vestmark Advisory Solutions, Inc., Integrity Advisory Solutions, Llc, Bank Of America Corp, Integrity Alliance, Llc., and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported DGCB position.
What is DGCB institutional ownership?
This page tracks DGCB positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL GLOBAL CREDIT (DGCB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DGCB?
InsiderSet currently tracks 134 institutional managers reporting DGCB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DGCB shareholders.
How much DGCB stock do institutions own?
Institutional investment managers disclosed approximately $803.87M in DGCB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DGCB institutional ownership last updated?
The latest DGCB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DGCB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DGCB position after the reporting date.
Are institutions buying or selling DGCB?
Institutional buying and selling can be analyzed by comparing DGCB positions across consecutive 13F reporting periods. InsiderSet's DGCB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DGCB ownership changes.
How has DGCB institutional ownership changed over time?
InsiderSet tracks DGCB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.