Dimensional Global Credit Fund(DGCB)

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Dimensional Global Credit Fund(DGCB)

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$54.82—

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DGCB(DGCB)

DGCB

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 124 Institutional Holders

Holder	Shares	Date	Change	% Held
Vestmark Advisory Solutions, Inc.	1.54M	Mar 31, 26	+2.83K	8.20%
BANK OF AMERICA CORP /DE/	865.99K	Mar 31, 26	-41.22K	4.61%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	842.72K	Mar 31, 26	+57.47K	4.49%
ENVESTNET ASSET MANAGEMENT INC	656.85K	Mar 31, 26	-71.35K	3.50%
DiNuzzo Private Wealth, Inc.	325.41K	Mar 31, 26	-3.88K	1.73%
AA Financial Advisors, LLC	316.35K	Mar 31, 26	+316.35K	1.68%
UBS ASSET MANAGEMENT AMERICAS INC	316.13K	Mar 31, 26	+316.13K	1.68%
Resources Investment Advisors, LLC.	308.71K	Mar 31, 26	+37.31K	1.64%
Wealth Advisors Northwest LLC	280.89K	Mar 31, 26	+56.43K	1.50%
Allworth Financial LP	275.42K	Mar 31, 26	+150.46K	1.47%
RFG Advisory, LLC	271.99K	Mar 31, 26	+11.74K	1.45%
DRAVO BAY LLC	267.21K	Mar 31, 26	+26.00K	1.42%
Mattern Wealth Management LLC	266.20K	Mar 31, 26	+18.34K	1.42%
COMMONWEALTH EQUITY SERVICES, LLC	222.21K	Mar 31, 26	+11.72K	1.18%
NewEdge Advisors, LLC	187.98K	Mar 31, 26	+1.49K	1.00%
Betterment LLC	176.55K	Mar 31, 26	+12.58K	0.94%
Integrated Wealth Concepts LLC	169.11K	Mar 31, 26	+2.82K	0.90%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	141.02K	Mar 31, 26	+12.16K	0.75%
Dynamic Advisor Solutions LLC	137.80K	Mar 31, 26	+10.91K	0.73%
SageOak Financial, LLC	131.27K	Mar 31, 26	+6.27K	0.70%
Kestra Advisory Services, LLC	118.08K	Mar 31, 26	+8.01K	0.63%
Vantage Point Financial LLC	100.84K	Mar 31, 26	+5.10K	0.54%
PARK AVENUE SECURITIES LLC	99.53K	Mar 31, 26	+99.53K	0.53%
Farther Finance Advisors, LLC	91.97K	Mar 31, 26	+56.47K	0.49%
Virtu Financial LLC	82.61K	Mar 31, 26	+82.61K	0.44%
Brinker Capital Investments, LLC	79.07K	Mar 31, 26	+6.05K	0.42%
TRUIST FINANCIAL CORP	68.19K	Mar 31, 26	+5.71K	0.36%
CITIGROUP INC	65.55K	Mar 31, 26	+38.45K	0.35%
Index Fund Advisors, Inc.	61.50K	Mar 31, 26	+36.53K	0.33%
Foundations Investment Advisors, LLC	54.93K	Mar 31, 26	+16.64K	0.29%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	53.83K	Mar 31, 26	+3.24K	0.29%
LPL Financial LLC	51.05K	Mar 31, 26	+7.80K	0.27%
TCFG WEALTH MANAGEMENT, LLC	49.44K	Mar 31, 26	-271	0.26%
ADVISOR GROUP HOLDINGS, INC.	48.47K	Mar 31, 26	+5.07K	0.26%
Fundamentum, LLC	47.07K	Mar 31, 26	+143	0.25%
Cambridge Investment Research Advisors, Inc.	46.18K	Mar 31, 26	+33.40K	0.25%
Cerity Partners LLC	42.93K	Mar 31, 26	+42.93K	0.23%
Meredith Wealth Planning	42.85K	Mar 31, 26	-3.94K	0.23%
Sowell Financial Services LLC	39.81K	Mar 31, 26	+2.01K	0.21%
GREAT VALLEY ADVISOR GROUP, INC.	35.02K	Mar 31, 26	+4.70K	0.19%
EverSource Wealth Advisors, LLC	34.70K	Mar 31, 26	-4.23K	0.18%
Smartleaf Asset Management LLC	34.29K	Mar 31, 26	+6.36K	0.18%
GeoWealth Management, LLC	33.94K	Mar 31, 26	+17.20K	0.18%
Simplicity Wealth,LLC	31.59K	Mar 31, 26	+2.14K	0.17%
PFG Advisors	30.92K	Mar 31, 26	+3.39K	0.16%
Two West Capital Advisors LLC	30.70K	Mar 31, 26	+2.35K	0.16%
CITADEL ADVISORS LLC	28.26K	Mar 31, 26	+18.35K	0.15%
JPMORGAN CHASE & CO	25.82K	Mar 31, 26	+19.29K	0.14%
CYPRESS FINANCIAL PLANNING LLC	24.76K	Mar 31, 26	+947	0.13%
Porter White Investment Advisors, Inc.	24.29K	Mar 31, 26	+1.70K	0.13%
Brookstone Capital Management	24.08K	Mar 31, 26	+2.88K	0.13%
CreativeOne Wealth, LLC	22.31K	Mar 31, 26	+2.50K	0.12%
GOLDMAN SACHS GROUP INC	21.35K	Mar 31, 26	+21.35K	0.11%
Werba Rubin Papier Wealth Management	17.29K	Mar 31, 26	+7.13K	0.09%
MASTER'S WEALTH MANAGEMENT INC.	16.26K	Mar 31, 26	-3.33K	0.09%
OLD MISSION CAPITAL LLC	16.02K	Mar 31, 26	+16.02K	0.09%
DIVERSIFY WEALTH MANAGEMENT, LLC	15.64K	Mar 31, 26	+15.64K	0.08%
Sterling Wealth Management, Inc.	15.21K	Mar 31, 26	+15.21K	0.08%
FIRETHORN WEALTH PARTNERS, LLC	14.35K	Mar 31, 26	+87	0.08%
Savvy Advisors, Inc.	13.25K	Mar 31, 26	+2.78K	0.07%
Beacon Pointe Advisors, LLC	12.94K	Mar 31, 26	+3.37K	0.07%
Triad Wealth Partners, LLC	12.08K	Mar 31, 26	-982	0.06%
Selective Wealth Management, Inc.	11.29K	Mar 31, 26	+6.99K	0.06%
SEI INVESTMENTS CO	11.24K	Mar 31, 26	+3.32K	0.06%
Ashton Thomas Private Wealth, LLC	11.18K	Mar 31, 26	+245	0.06%
Aspire Private Capital, LLC	10.70K	Mar 31, 26	+1.71K	0.06%
Private Advisor Group, LLC	10.58K	Mar 31, 26	+10.58K	0.06%
MML INVESTORS SERVICES, LLC	10.17K	Mar 31, 26	+4.05K	0.05%
Hershey Financial Advisers, LLC	9.85K	Mar 31, 26	+738	0.05%
Apella Capital, LLC	9.82K	Mar 31, 26	+9.82K	0.05%
CHOREO, LLC	9.66K	Mar 31, 26	+9.66K	0.05%
RCS Financial Planning, LLC	9.64K	Mar 31, 26	-86	0.05%
AE Wealth Management LLC	8.66K	Mar 31, 26	+477	0.05%
SILVER OAK SECURITIES, INCORPORATED	8.51K	Mar 31, 26	+261	0.05%
Strategic Investment Solutions, Inc. /IL	7.37K	Mar 31, 26	-81	0.04%
Geneos Wealth Management Inc.	7.22K	Mar 31, 26	+1.30K	0.04%
USAdvisors Wealth Management, LLC	6.86K	Mar 31, 26	--	0.04%
Merit Financial Group, LLC	6.85K	Mar 31, 26	+873	0.04%
XY Planning Network, Inc.	6.81K	Mar 31, 26	+52	0.04%
Clarity Capital Advisors, LLC	6.62K	Mar 31, 26	--	0.04%
Abel Hall, LLC	6.46K	Mar 31, 26	-59	0.03%
Concord Wealth Partners	6.27K	Mar 31, 26	--	0.03%
Williams & Novak, LLC	5.86K	Mar 31, 26	+77	0.03%
Buckingham Strategic Partners	4.97K	Mar 31, 26	+4.97K	0.03%
Gradient Capital Advisors, LLC	4.96K	Mar 31, 26	--	0.03%
Stirlingshire Investments, Inc.	4.94K	Mar 31, 26	+175	0.03%
IHT Wealth Management, LLC	4.92K	Mar 31, 26	+4.92K	0.03%
MGO ONE SEVEN LLC	4.72K	Mar 31, 26	-144	0.03%
Pinnacle Family Advisors, LLC	4.11K	Mar 31, 26	+4.11K	0.02%
Pathstone Holdings, LLC	3.94K	Mar 31, 26	--	0.02%
Austin Asset Management Co Inc	3.94K	Mar 31, 26	+3.94K	0.02%
Golden State Equity Partners	2.66K	Mar 31, 26	+2.66K	0.01%
Millstone Evans Group, LLC	2.01K	Mar 31, 26	+21	0.01%
IFG Advisory, LLC	1.65K	Mar 31, 26	+1.65K	0.01%
CoreCap Advisors, LLC	1.59K	Mar 31, 26	+1.59K	0.01%
FIFTH THIRD BANCORP	1.59K	Mar 31, 26	+1.59K	0.01%
Washington Trust Advisors, Inc.	1.39K	Mar 31, 26	+17	0.01%
ELEVATE WEALTH ADVISORY, INC	1.12K	Mar 31, 26	--	0.01%
Topsail Wealth Management, LLC	1.01K	Mar 31, 26	+1.01K	0.01%
City State Bank	1.00K	Mar 31, 26	--	0.01%
CWM, LLC	829	Mar 31, 26	-159	0.00%
IFP Advisors, Inc	742	Mar 31, 26	+382	0.00%
WELLS FARGO & COMPANY/MN	400	Mar 31, 26	-3.67K	0.00%
ASSETMARK, INC	351	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	224	Mar 31, 26	+6	0.00%
Rialto Wealth Management, LLC	123	Mar 31, 26	-119	0.00%
PINNEY & SCOFIELD, INC.	10	Mar 31, 26	--	0.00%
JANE STREET GROUP, LLC	--	Mar 31, 26	-26.17K	--
Kestra Investment Management, LLC	--	Mar 31, 26	-112.52K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-2.43K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-19.70K	--
AQR CAPITAL MANAGEMENT LLC	--	Mar 31, 26	-4.58K	--
Daner Wealth Management, LLC	--	Mar 31, 26	-17.09K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-11.88K	--
HAZLETT, BURT & WATSON, INC.	--	Mar 31, 26	-93	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-52.62K	--
Austin Private Wealth, LLC	41.62K	Dec 31, 25	+5.93K	0.22%
Nalls Sherbakoff Group, LLC	9.45K	Dec 31, 25	--	0.05%
COMERICA BANK	1.62K	Dec 31, 25	+72	0.01%
Copperleaf Capital, LLC	23.69K	Sep 30, 25	+5.46K	0.13%
Congress Wealth Management LLC / DE /	19.87K	Jun 30, 25	+521	0.11%
Orion Portfolio Solutions, LLC	62.92K	Mar 31, 25	-1.50K	0.33%
LifePro Asset Management	40.61K	Sep 30, 24	+4.34K	0.22%
RAYMOND JAMES & ASSOCIATES	8.57K	Sep 30, 24	+8.57K	0.05%

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Holder

Date

Change

% Held

Vestmark Advisory Solutions, Inc.

1.54M

Mar 31, 26

+2.83K

8.20%

BANK OF AMERICA CORP /DE/

865.99K

Mar 31, 26

-41.22K

4.61%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

842.72K

Mar 31, 26

+57.47K

4.49%

ENVESTNET ASSET MANAGEMENT INC

656.85K

Mar 31, 26

-71.35K

3.50%

DiNuzzo Private Wealth, Inc.

325.41K

Mar 31, 26

-3.88K

1.73%

AA Financial Advisors, LLC

316.35K

Mar 31, 26

+316.35K

1.68%

UBS ASSET MANAGEMENT AMERICAS INC

316.13K

Mar 31, 26

+316.13K

1.68%

Resources Investment Advisors, LLC.

308.71K

Mar 31, 26

+37.31K

1.64%

Wealth Advisors Northwest LLC

280.89K

Mar 31, 26

+56.43K

1.50%

Allworth Financial LP

275.42K

Mar 31, 26

+150.46K

1.47%

RFG Advisory, LLC

271.99K

Mar 31, 26

+11.74K

1.45%

DRAVO BAY LLC

267.21K

Mar 31, 26

+26.00K

1.42%

Mattern Wealth Management LLC

266.20K

Mar 31, 26

+18.34K

1.42%

COMMONWEALTH EQUITY SERVICES, LLC

222.21K

Mar 31, 26

+11.72K

1.18%

NewEdge Advisors, LLC

187.98K

Mar 31, 26

+1.49K

1.00%

Betterment LLC

176.55K

Mar 31, 26

+12.58K

0.94%

Integrated Wealth Concepts LLC

169.11K

Mar 31, 26

+2.82K

0.90%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

141.02K

Mar 31, 26

+12.16K

0.75%

Dynamic Advisor Solutions LLC

137.80K

Mar 31, 26

+10.91K

0.73%

SageOak Financial, LLC

131.27K

Mar 31, 26

+6.27K

0.70%

Kestra Advisory Services, LLC

118.08K

Mar 31, 26

+8.01K

0.63%

Vantage Point Financial LLC

100.84K

Mar 31, 26

+5.10K

0.54%

PARK AVENUE SECURITIES LLC

99.53K

Mar 31, 26

+99.53K

0.53%

Farther Finance Advisors, LLC

91.97K

Mar 31, 26

+56.47K

0.49%

Virtu Financial LLC

82.61K

Mar 31, 26

+82.61K

0.44%

Brinker Capital Investments, LLC

79.07K

Mar 31, 26

+6.05K

0.42%

TRUIST FINANCIAL CORP

68.19K

Mar 31, 26

+5.71K

0.36%

CITIGROUP INC

65.55K

Mar 31, 26

+38.45K

0.35%

Index Fund Advisors, Inc.

61.50K

Mar 31, 26

+36.53K

0.33%

Foundations Investment Advisors, LLC

54.93K

Mar 31, 26

+16.64K

0.29%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

53.83K

Mar 31, 26

+3.24K

0.29%

LPL Financial LLC

51.05K

Mar 31, 26

+7.80K

0.27%

TCFG WEALTH MANAGEMENT, LLC

49.44K

Mar 31, 26

-271

0.26%

ADVISOR GROUP HOLDINGS, INC.

48.47K

Mar 31, 26

+5.07K

0.26%

Fundamentum, LLC

47.07K

Mar 31, 26

+143

0.25%

Cambridge Investment Research Advisors, Inc.

46.18K

Mar 31, 26

+33.40K

0.25%

Cerity Partners LLC

42.93K

Mar 31, 26

+42.93K

0.23%

Meredith Wealth Planning

42.85K

Mar 31, 26

-3.94K

0.23%

Sowell Financial Services LLC

39.81K

Mar 31, 26

+2.01K

0.21%

GREAT VALLEY ADVISOR GROUP, INC.

35.02K

Mar 31, 26

+4.70K

0.19%

EverSource Wealth Advisors, LLC

34.70K

Mar 31, 26

-4.23K

0.18%

Smartleaf Asset Management LLC

34.29K

Mar 31, 26

+6.36K

0.18%

GeoWealth Management, LLC

33.94K

Mar 31, 26

+17.20K

0.18%

Simplicity Wealth,LLC

31.59K

Mar 31, 26

+2.14K

0.17%

PFG Advisors

30.92K

Mar 31, 26

+3.39K

0.16%

Two West Capital Advisors LLC

30.70K

Mar 31, 26

+2.35K

0.16%

CITADEL ADVISORS LLC

28.26K

Mar 31, 26

+18.35K

0.15%

JPMORGAN CHASE & CO

25.82K

Mar 31, 26

+19.29K

0.14%

CYPRESS FINANCIAL PLANNING LLC

24.76K

Mar 31, 26

+947

0.13%

Porter White Investment Advisors, Inc.

24.29K

Mar 31, 26

+1.70K

0.13%

Brookstone Capital Management

24.08K

Mar 31, 26

+2.88K

0.13%

CreativeOne Wealth, LLC

22.31K

Mar 31, 26

+2.50K

0.12%

GOLDMAN SACHS GROUP INC

21.35K

Mar 31, 26

+21.35K

0.11%

Werba Rubin Papier Wealth Management

17.29K

Mar 31, 26

+7.13K

0.09%

MASTER'S WEALTH MANAGEMENT INC.

16.26K

Mar 31, 26

-3.33K

0.09%

OLD MISSION CAPITAL LLC

16.02K

Mar 31, 26

+16.02K

0.09%

DIVERSIFY WEALTH MANAGEMENT, LLC

15.64K

Mar 31, 26

+15.64K

0.08%

Sterling Wealth Management, Inc.

15.21K

Mar 31, 26

+15.21K

0.08%

FIRETHORN WEALTH PARTNERS, LLC

14.35K

Mar 31, 26

+87

0.08%

Savvy Advisors, Inc.

13.25K

Mar 31, 26

+2.78K

0.07%

Beacon Pointe Advisors, LLC

12.94K

Mar 31, 26

+3.37K

0.07%

Triad Wealth Partners, LLC

12.08K

Mar 31, 26

-982

0.06%

Selective Wealth Management, Inc.

11.29K

Mar 31, 26

+6.99K

0.06%

SEI INVESTMENTS CO

11.24K

Mar 31, 26

+3.32K

0.06%

Ashton Thomas Private Wealth, LLC

11.18K

Mar 31, 26

+245

0.06%

Aspire Private Capital, LLC

10.70K

Mar 31, 26

+1.71K

0.06%

Private Advisor Group, LLC

10.58K

Mar 31, 26

+10.58K

0.06%

MML INVESTORS SERVICES, LLC

10.17K

Mar 31, 26

+4.05K

0.05%

Hershey Financial Advisers, LLC

9.85K

Mar 31, 26

+738

0.05%

Apella Capital, LLC

9.82K

Mar 31, 26

+9.82K

0.05%

CHOREO, LLC

9.66K

Mar 31, 26

+9.66K

0.05%

RCS Financial Planning, LLC

9.64K

Mar 31, 26

-86

0.05%

AE Wealth Management LLC

8.66K

Mar 31, 26

+477

0.05%

SILVER OAK SECURITIES, INCORPORATED

8.51K

Mar 31, 26

+261

0.05%

Strategic Investment Solutions, Inc. /IL

7.37K

Mar 31, 26

-81

0.04%

Geneos Wealth Management Inc.

7.22K

Mar 31, 26

+1.30K

0.04%

USAdvisors Wealth Management, LLC

6.86K

Mar 31, 26

0.04%

Merit Financial Group, LLC

6.85K

Mar 31, 26

+873

0.04%

XY Planning Network, Inc.

6.81K

Mar 31, 26

+52

0.04%

Clarity Capital Advisors, LLC

6.62K

Mar 31, 26

0.04%

Abel Hall, LLC

6.46K

Mar 31, 26

-59

0.03%

Concord Wealth Partners

6.27K

Mar 31, 26

0.03%

Williams & Novak, LLC

5.86K

Mar 31, 26

+77

0.03%

Buckingham Strategic Partners

4.97K

Mar 31, 26

+4.97K

0.03%

Gradient Capital Advisors, LLC

4.96K

Mar 31, 26

0.03%

Stirlingshire Investments, Inc.

4.94K

Mar 31, 26

+175

0.03%

IHT Wealth Management, LLC

4.92K

Mar 31, 26

+4.92K

0.03%

MGO ONE SEVEN LLC

4.72K

Mar 31, 26

-144

0.03%

Pinnacle Family Advisors, LLC

4.11K

Mar 31, 26

+4.11K

0.02%

Pathstone Holdings, LLC

3.94K

Mar 31, 26

0.02%

Austin Asset Management Co Inc

3.94K

Mar 31, 26

+3.94K

0.02%

Golden State Equity Partners

2.66K

Mar 31, 26

+2.66K

0.01%

Millstone Evans Group, LLC

2.01K

Mar 31, 26

+21

0.01%

IFG Advisory, LLC

1.65K

Mar 31, 26

+1.65K

0.01%

CoreCap Advisors, LLC

1.59K

Mar 31, 26

+1.59K

0.01%

FIFTH THIRD BANCORP

1.59K

Mar 31, 26

+1.59K

0.01%

Washington Trust Advisors, Inc.

1.39K

Mar 31, 26

+17

0.01%

ELEVATE WEALTH ADVISORY, INC

1.12K

Mar 31, 26

0.01%

Topsail Wealth Management, LLC

1.01K

Mar 31, 26

+1.01K

0.01%

City State Bank

1.00K

Mar 31, 26

0.01%

CWM, LLC

829

Mar 31, 26

-159

0.00%

IFP Advisors, Inc

742

Mar 31, 26

+382

0.00%

WELLS FARGO & COMPANY/MN

400

Mar 31, 26

-3.67K

0.00%

ASSETMARK, INC

351

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

224

Mar 31, 26

0.00%

Rialto Wealth Management, LLC

123

Mar 31, 26

-119

0.00%

PINNEY & SCOFIELD, INC.

Mar 31, 26

0.00%

JANE STREET GROUP, LLC

Mar 31, 26

-26.17K

Kestra Investment Management, LLC

Mar 31, 26

-112.52K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-2.43K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-19.70K

AQR CAPITAL MANAGEMENT LLC

Mar 31, 26

-4.58K

Daner Wealth Management, LLC

Mar 31, 26

-17.09K

Diversify Advisory Services, LLC

Mar 31, 26

-11.88K

HAZLETT, BURT & WATSON, INC.

Mar 31, 26

-93

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-52.62K

Austin Private Wealth, LLC

41.62K

Dec 31, 25

+5.93K

0.22%

Nalls Sherbakoff Group, LLC

9.45K

Dec 31, 25

0.05%

COMERICA BANK

1.62K

Dec 31, 25

+72

0.01%

Copperleaf Capital, LLC

23.69K

Sep 30, 25

+5.46K

0.13%

Congress Wealth Management LLC / DE /

19.87K

Jun 30, 25

+521

0.11%

Orion Portfolio Solutions, LLC

62.92K

Mar 31, 25

-1.50K

0.33%

LifePro Asset Management

40.61K

Sep 30, 24

+4.34K

0.22%

RAYMOND JAMES & ASSOCIATES

8.57K

Sep 30, 24

+8.57K

0.05%