IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Dimensional Global Credit (DGCB)

CUSIP: 25434V567 | NYSE | 185 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Integrity Advisory Solutions, LLC1,450,253
7.9% of portfolio›$75.3M
Integrity Alliance, Llc.907,409
1.4% of portfolio›$47.1M
Three Arch Wealth Management LLC631,238
5.2% of portfolio›$32.8M
Allworth Financial LP405,991
0.1% of portfolio›$22.2M
Wealth Advisors Northwest LLC403,654
7.0% of portfolio›$21.0M
DiNuzzo Private Wealth, Inc.321,181
1.7% of portfolio›$16.7M
RFG Advisory, LLC302,525
0.2% of portfolio›$15.7M
Mattern Wealth Management LLC279,066
2.4% of portfolio›$14.5M
Apella Capital, LLC251,933
0.2% of portfolio›$13.1M
AA Financial Advisors, LLC240,643
1.5% of portfolio›$12.5M
Park Avenue Securities LLC230,050
0.2% of portfolio›$11.9M
Commonwealth Equity Services, LLC225,081
0.0% of portfolio›$11.7M
Outbound Financial Inc181,663
6.0% of portfolio›$9.4M
Farther Finance Advisors, LLC175,514
0.1% of portfolio›$9.1M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors159,445
0.4% of portfolio›$8.3M
Beacon Hill Wealth Management Ltd.151,077
4.8% of portfolio›$7.8M
SageOak Financial, LLC146,606
5.0% of portfolio›$7.6M
Dynamic Advisor Solutions LLC141,929
0.2% of portfolio›$7.4M
CSP Financial Group, LLC141,481
7.4% of portfolio›$7.3M
Kestra Advisory Services, LLC129,317
0.0% of portfolio›$6.7M
Citigroup Inc122,354
0.0% of portfolio›$6.4M
LPL Financial LLC112,281
0.0% of portfolio›$5.8M
APS Management Group, Inc.96,585
3.6% of portfolio›$5.0M
Index Fund Advisors, Inc.96,397
0.2% of portfolio›$5.0M
Truist Financial Corp92,983
0.0% of portfolio›$4.8M
Thrivent Financial for Lutherans70,903
0.0% of portfolio›$3.7M
Heffernan Advisory, Inc62,400
2.2% of portfolio›$3.2M
Cambridge Investment Research Advisors, Inc.50,565
0.0% of portfolio›$2.6M
Sowell Financial Services LLC50,546
0.1% of portfolio›$2.6M
Venture Visionary Partners LLC48,435
0.1% of portfolio›$2.5M
Simplicity Wealth,LLC41,431
0.1% of portfolio›$2.2M
Two West Capital Advisors LLC39,304
1.0% of portfolio›$2.0M
Tcfg Investment Advisors, LLC37,743
0.7% of portfolio›$2.0M
EverSource Wealth Advisors, LLC36,781
0.1% of portfolio›$1.9M
PFG Advisors35,254
0.1% of portfolio›$1.8M
Triad Wealth Partners, LLC33,952
0.1% of portfolio›$1.8M
Selective Wealth Management, Inc.30,345
0.4% of portfolio›$1.6M
Kestra Private Wealth Services, LLC28,814
0.0% of portfolio›$1.5M
Porter White Investment Advisors, Inc.26,672
0.9% of portfolio›$1.4M
Porter White Investment Advisors, Inc.26,672
0.9% of portfolio›$1.4M
Cypress Financial Planning LLC26,555
0.4% of portfolio›$1.4M
Meredith Wealth Planning24,764
0.3% of portfolio›$1.3M
Cogent Private Wealth, Inc.19,671
0.6% of portfolio›$1.0M
Werba Rubin Papier Wealth Management18,290
0.1% of portfolio›$949.4K
Diversify Wealth Management, LLC17,949
0.0% of portfolio›$943.3K
Diversify Advisory Services, LLC17,949
0.0% of portfolio›$943.3K
Firethorn Wealth Partners, LLC16,463
0.3% of portfolio›$854.5K
Sterling Wealth Management, Inc.15,212
0.2% of portfolio›$789.6K
Ashton Thomas Private Wealth, LLC14,445
0.0% of portfolio›$749.8K
Altman Advisors, Inc.14,228
0.3% of portfolio›$738.5K
XY Planning Network, Inc.13,082
0.1% of portfolio›$679.0K
Kane Co Wealth Management, Inc.11,025
0.5% of portfolio›$572.3K
Choreo, LLC10,813
0.0% of portfolio›$561.3K
Foundry Financial LLC10,644
0.2% of portfolio›$552.5K
Merit Financial Group, LLC10,604
0.0% of portfolio›$550.4K
Apollon Financial, LLC10,323
0.1% of portfolio›$535.9K
Austin Asset Management Co Inc9,887
0.1% of portfolio›$513.2K
Master's Wealth Management Inc.9,454
0.1% of portfolio›$490.7K
Williams & Novak Wealth Management, LLC7,987
0.2% of portfolio›$414.6K
Gradient Capital Advisors, LLC7,960
0.1% of portfolio›$413.2K
Aspire Private Capital, LLC7,823
0.1% of portfolio›$406.1K
Prospera Financial Services Inc7,767
0.0% of portfolio›$408.6K
USAdvisors Wealth Management, LLC7,496
0.4% of portfolio›$389.0K
Spectrum Advisors, Inc.7,478
0.3% of portfolio›$388.2K
Acorn Wealth Advisors, LLC7,196
0.1% of portfolio›$373.5K
Clarity Capital Advisors, LLC6,796
0.1% of portfolio›$352.8K
Concord Wealth Partners6,179
0.0% of portfolio›$320.7K
HB Wealth Management, LLC5,611
0.0% of portfolio›$291.2K
Krilogy Financial LLC5,468
0.0% of portfolio›$285.7K
Abel Hall, LLC5,018
0.0% of portfolio›$260.5K
Stirlingshire Investments, Inc.4,905
0.2% of portfolio›$254.6K
MGO One Seven LLC4,688
0.0% of portfolio›$243.3K
Wealth Enhancement Advisory Services, LLC4,492
0.0% of portfolio›$234.4K
SwitchPoint Financial Planning, LLC4,300
0.1% of portfolio›$223.2K
Winnacle Wealth LLC4,180
0.1% of portfolio›$217.0K
Washington Trust Advisors, Inc.3,773
0.0% of portfolio›$195.8K
Ascentis Independent Advisors2,262
0.0% of portfolio›$117.5K
IFP Advisors, Inc2,094
0.0% of portfolio›$108.7K
Fifth Third Bancorp1,134
0.0% of portfolio›$58.9K
CoreCap Advisors, LLC1,117
0.0% of portfolio›$58.0K
Elevate Wealth Advisory, Inc1,116
0.0% of portfolio›$57.9K
City State Bank1,000
0.0% of portfolio›$51.9K
Assetmark, Inc377
0.0% of portfolio›$19.6K
Silver Grove Financial Group, Inc.61
0.0% of portfolio›$3.2K
StyleTurnoverLocationFiled
Integrity Advisory Solutions, LLC
1,450,253$75.3M7.9%ETFMediumDallas, TX2026-10-29
Integrity Alliance, Llc.
907,409$47.1M1.4%ETFMediumUrbandale, IA2026-10-29
Three Arch Wealth Management LLC
631,238$32.8M5.2%ETFVery LowIrvine, CA2026-10-20
Allworth Financial LP
405,991$22.2M0.1%IndexLowFolsom, CA2026-11-06
Wealth Advisors Northwest LLC
403,654$21.0M7.0%ETFLowPortland, OR2026-10-29
DiNuzzo Private Wealth, Inc.
321,181$16.7M1.7%ETFLowBeaver, PA2026-10-16
RFG Advisory, LLC
302,525$15.7M0.2%ETFMediumBirmingham, AL2026-11-03
Mattern Wealth Management LLC
279,066$14.5M2.4%ETFVery LowLawrence, KS2026-11-04
Apella Capital, LLC
251,933$13.1M0.2%ETFVery LowWest Hartford, CT2026-10-08
AA Financial Advisors, LLC
240,643$12.5M1.5%ETFMediumColumbus, OH2026-10-19
Park Avenue Securities LLC
230,050$11.9M0.2%ETFMediumNew York, NY2026-10-26
Commonwealth Equity Services, LLC
225,081$11.7M0.0%ETFLowWaltham, MA2026-11-02
Outbound Financial Inc
181,663$9.4M6.0%ETFLowBoulder, CO2026-10-13
Farther Finance Advisors, LLC
175,514$9.1M0.1%IndexLowSan Francisco, CA2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
159,445$8.3M0.4%ETFMediumWestlake, OH2026-10-14
Beacon Hill Wealth Management Ltd.
151,077$7.8M4.8%ETFN/AVictoria, UAE2026-10-21
SageOak Financial, LLC
146,606$7.6M5.0%ETFLowTulsa, OK2026-10-19
Dynamic Advisor Solutions LLC
141,929$7.4M0.2%ETFLowPhoenix, AZ2026-10-13
CSP Financial Group, LLC
141,481$7.3M7.4%ETFLowScottsdale, AZ2026-10-26
Kestra Advisory Services, LLC
129,317$6.7M0.0%CoreLowAustin, TX2026-11-02
Citigroup Inc
122,354$6.4M0.0%CoreMediumNew York, NY2026-11-04
LPL Financial LLC
112,281$5.8M0.0%IndexVery LowFort Mill, SC2026-11-06
APS Management Group, Inc.
96,585$5.0M3.6%ETFMediumTorrance, CA2026-10-14
Index Fund Advisors, Inc.
96,397$5.0M0.2%ETFVery LowIrvine, CA2026-11-05
Truist Financial Corp
92,983$4.8M0.0%CoreLowCharlotte, NC2026-10-30
Thrivent Financial for Lutherans
70,903$3.7M0.0%GARPMediumMinneapolis, MN2026-11-05
Heffernan Advisory, Inc
62,400$3.2M2.2%ETFLowFlagstaff, AZ2026-10-13
Cambridge Investment Research Advisors, Inc.
50,565$2.6M0.0%ETFLowFairfield, IA2026-11-02
Sowell Financial Services LLC
50,546$2.6M0.1%CoreLowNorth Little Rock, AR2026-10-23
Venture Visionary Partners LLC
48,435$2.5M0.1%CoreLowSylvania, OH2026-10-07
Simplicity Wealth,LLC
41,431$2.2M0.1%ETFLowSummit, NJ2026-10-23
Two West Capital Advisors LLC
39,304$2.0M1.0%ETFLowOverland Park, KS2026-10-15
Tcfg Investment Advisors, LLC
37,743$2.0M0.7%GrowthMediumLaguna Niguel, CA2026-10-20
EverSource Wealth Advisors, LLC
36,781$1.9M0.1%CoreMediumBirmingham, AL2026-11-04
PFG Advisors
35,254$1.8M0.1%ETFMediumPhoenix, AZ2026-10-16
Triad Wealth Partners, LLC
33,952$1.8M0.1%ETFMediumLawrence, KS2026-10-26
Selective Wealth Management, Inc.
30,345$1.6M0.4%ETFLowForest, VA2026-10-16
Kestra Private Wealth Services, LLC
28,814$1.5M0.0%GrowthLowAustin, TX2026-11-06
Porter White Investment Advisors, Inc.
26,672$1.4M0.9%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
26,672$1.4M0.9%ETFVery LowBirmingham, AL2026-10-14
Cypress Financial Planning LLC
26,555$1.4M0.4%ETFLowHaddon Heights, NJ2026-10-09
Meredith Wealth Planning
24,764$1.3M0.3%ETFLowMaryville, IL2026-10-14
Cogent Private Wealth, Inc.
19,671$1.0M0.6%ETFMediumOrlando, FL2026-11-06
Werba Rubin Papier Wealth Management
18,290$949.4K0.1%ETFLowSan Jose, CA2026-11-06
Diversify Wealth Management, LLC
17,949$943.3K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
17,949$943.3K0.0%GrowthLowSandy, UT2026-10-20
Firethorn Wealth Partners, LLC
16,463$854.5K0.3%ETFLowAugusta, GA2026-10-14
Sterling Wealth Management, Inc.
15,212$789.6K0.2%ETFLowChampaign, IL2026-10-23
Ashton Thomas Private Wealth, LLC
14,445$749.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Altman Advisors, Inc.
14,228$738.5K0.3%CoreLowChicago, IL2026-11-05
XY Planning Network, Inc.
13,082$679.0K0.1%ETFLowBozeman, MT2026-10-14
Kane Co Wealth Management, Inc.
11,025$572.3K0.5%ETFVery LowJohnston, IA2026-11-04
Choreo, LLC
10,813$561.3K0.0%IndexLowRockford, IL2026-10-28
Foundry Financial LLC
10,644$552.5K0.2%ETFMediumPasadena, CA2026-10-16
Merit Financial Group, LLC
10,604$550.4K0.0%ETFLowAlpharetta, GA2026-11-06
Apollon Financial, LLC
10,323$535.9K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Austin Asset Management Co Inc
9,887$513.2K0.1%ETFVery LowAustin, TX2026-10-29
Master's Wealth Management Inc.
9,454$490.7K0.1%ETFMediumLancaster, PA2026-10-22
Williams & Novak Wealth Management, LLC
7,987$414.6K0.2%ETFMediumWestlake Village, CA2026-10-09
Gradient Capital Advisors, LLC
7,960$413.2K0.1%ETFLowSan Diego, CA2026-10-21
Aspire Private Capital, LLC
7,823$406.1K0.1%ETFMediumCornelius, NC2026-11-05
Prospera Financial Services Inc
7,767$408.6K0.0%CoreMediumDallas, TX2026-11-04
USAdvisors Wealth Management, LLC
7,496$389.0K0.4%ETFLowEden Prairie, MN2026-10-21
Spectrum Advisors, Inc.
7,478$388.2K0.3%N/AN/APlano, TX2026-11-03
Acorn Wealth Advisors, LLC
7,196$373.5K0.1%ETFLowGrand Blanc, MI2026-10-19
Clarity Capital Advisors, LLC
6,796$352.8K0.1%ETFVery LowLakewood Ranch, FL2026-10-27
Concord Wealth Partners
6,179$320.7K0.0%GrowthLowAbingdon, VA2026-11-02
HB Wealth Management, LLC
5,611$291.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Krilogy Financial LLC
5,468$285.7K0.0%GrowthLowSt. Louis, MO2026-10-13
Abel Hall, LLC
5,018$260.5K0.0%CoreMediumBaton Rouge, LA2026-10-19
Stirlingshire Investments, Inc.
4,905$254.6K0.2%ETFMediumNew York, NY2026-11-05
MGO One Seven LLC
4,688$243.3K0.0%GrowthLowBeachwood, OH2026-10-28
Wealth Enhancement Advisory Services, LLC
4,492$234.4K0.0%CoreLowPlymouth, MN2026-10-13
SwitchPoint Financial Planning, LLC
4,300$223.2K0.1%ETFVery LowLehi, UT2026-11-02
Winnacle Wealth LLC
4,180$217.0K0.1%CoreMediumWaco, TX2026-10-15
Washington Trust Advisors, Inc.
3,773$195.8K0.0%GrowthLowWellesley, MA2026-10-22
Ascentis Independent Advisors
2,262$117.5K0.0%ETFLowDallas, TX2026-11-03
IFP Advisors, Inc
2,094$108.7K0.0%GrowthLowTampa, FL2026-10-16
Fifth Third Bancorp
1,134$58.9K0.0%IndexVery LowCincinnati, OH2026-11-05
CoreCap Advisors, LLC
1,117$58.0K0.0%ETFMediumSouthfield, MI2026-10-08
Elevate Wealth Advisory, Inc
1,116$57.9K0.0%ETFVery LowAthens, GA2026-10-29
City State Bank
1,000$51.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
Assetmark, Inc
377$19.6K0.0%ETFLowConcord, CA2026-10-21
Silver Grove Financial Group, Inc.
61$3.2K0.0%CoreMediumOrchard Park, NY2026-11-05