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 $810.86M 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 $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 $81.22M, representing an estimated loss of -3.60% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 52% 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

131

Total Reported Value

$810.86M

Largest Holder

Vestmark Advisory Solutions, Inc.

Largest Position

$84.26M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

115

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Vestmark Advisory Solutions, Inc.0.79%1,541,232$84,259,153$81,223,081-$3,036,072-3.60%
Integrity Advisory Solutions, Llc7.55%1,342,334$73,385,424$70,741,136-$2,644,288-3.60%
Bank Of America Corp0.00%990,203$54,134,398$52,183,797-$1,950,601-3.60%
Integrity Alliance, Llc.1.56%905,653$49,512,066$47,728,004-$1,784,062-3.60%
Envestnet Asset Management Inc0.01%819,826$44,819,887$43,204,912-$1,614,975-3.60%
Three Arch Wealth Management Llc4.79%571,496$31,243,670$30,117,896-$1,125,774-3.60%
Tencap Wealth Coaching, Llc7.95%458,254$25,071,859$24,150,032-$921,827-3.68%
Allworth Financial Lp0.09%386,625$21,136,765$20,375,176-$761,589-3.60%
Wealth Advisors Northwest Llc7.13%382,291$20,899,827$20,146,774-$753,053-3.60%
Onedigital Investment Advisors Llc0.16%351,603$19,222,109$18,529,513-$692,596-3.60%
Dinuzzo Private Wealth, Inc.1.74%322,435$17,627,522$16,992,357-$635,165-3.60%
Aa Financial Advisors, Llc2.11%321,150$17,557,270$16,924,637-$632,633-3.60%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.00%316,126$17,113,481$16,659,872-$453,609-2.65%
Dravo Bay Llc5.86%309,509$16,920,869$16,311,155-$609,714-3.60%
Goldman Sachs Group Inc0.00%306,515$16,757,175$16,153,371-$603,804-3.60%
Rfg Advisory, Llc0.24%285,441$15,605,054$15,042,769-$562,285-3.60%
Mattern Wealth Management Llc2.47%275,196$15,044,965$14,502,857-$542,108-3.60%
Commonwealth Equity Services, Llc0.02%232,728$12,723,220$12,264,789-$458,431-3.60%
Ima Advisory Services, Inc.0.69%201,876$11,036,560$10,638,885-$397,675-3.60%
Newedge Advisors, Llc0.03%199,814$10,923,814$10,530,218-$393,596-3.60%
Park Avenue Securities Llc0.06%189,811$10,377,000$10,003,059-$373,941-3.60%
Baird Financial Group, Inc.0.01%188,195$10,288,621$9,917,895-$370,726-3.60%
Betterment Llc0.02%175,871$9,615,000$9,268,419-$346,581-3.60%
Integrated Wealth Concepts Llc0.06%175,340$9,585,827$9,240,436-$345,391-3.60%
E-Wealth Partners, Llc6.90%174,700$9,550,839$9,206,707-$344,132-3.60%
Apella Capital, Llc0.13%164,065$8,919,381$8,646,242-$273,139-3.06%
C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors0.40%148,321$8,108,690$7,816,532-$292,158-3.60%
Sageoak Financial, Llc4.97%139,121$7,605,723$7,331,691-$274,032-3.60%
Aps Management Group, Inc.5.85%139,112$7,605,277$7,331,216-$274,061-3.60%
Dynamic Advisor Solutions Llc0.21%137,493$7,516,755$7,245,895-$270,860-3.60%
Kestra Advisory Services, Llc0.02%120,053$6,563,317$6,326,805-$236,512-3.60%
Citigroup Inc0.00%116,007$6,342,103$6,113,581-$228,522-3.60%
Optimus Capital Advisors, Llc3.28%111,763$6,110,107$5,889,921-$220,186-3.60%
Vantage Point Financial Llc1.75%104,528$5,714,554$5,508,636-$205,918-3.60%
Csp Financial Group, Llc4.76%102,127$5,583,281$5,382,103-$201,178-3.60%
Wells Fargo & Company/Mn0.00%89,737$4,905,922$4,729,149-$176,773-3.60%
Farther Finance Advisors, Llc0.04%87,069$4,760,078$4,588,545-$171,533-3.60%
Orion Porfolio Solutions, Llc0.03%83,013$4,538,333$4,374,793-$163,540-3.60%
Index Fund Advisors, Inc.0.17%80,308$4,390,452$4,232,240-$158,212-3.60%
Truist Financial Corp0.01%77,808$4,253,771$4,100,489-$153,282-3.60%
Venture Visionary Partners Llc0.10%68,096$3,722,808$3,588,666-$134,142-3.60%
Tru Independence Asset Management 2, Llc1.98%66,714$3,647,254$3,515,834-$131,420-3.60%
Beacon Pointe Advisors, Llc0.02%62,731$3,429,504$3,305,930-$123,574-3.60%
Parkwoods Wealth Partners, Llc0.54%61,927$3,385,526$3,263,559-$121,967-3.60%
Foundations Investment Advisors, Llc0.03%61,067$3,338,554$3,218,237-$120,317-3.60%
Osaic Holdings, Inc.0.00%59,188$3,236,011$3,119,214-$116,797-3.61%
Mission Hills Financial Advisory, Llc1.30%53,974$2,950,739$2,844,435-$106,304-3.60%
Lpl Financial Llc0.00%50,999$2,788,097$2,687,652-$100,445-3.60%
Jpmorgan Chase & Co0.00%49,935$2,737,330$2,631,579-$105,751-3.86%
Tcfg Investment Advisors, Llc0.92%49,914$2,728,798$2,630,473-$98,325-3.60%
Showing 50 of 131

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.