Public ownership evidence

Dimensional Global Credit ETF (DGCB) Ownership Disclosures

Read DGCB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional Global Credit ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Beacon Pointe Advisors, LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
62,731
Value (USD)
$3,429,504
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001042
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DGCB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DGCB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Beacon Pointe Advisors, LLC2026-06-302026-08-1962,731$3,429,504None
E-Wealth Partners, LLC2026-06-302026-08-18174,700$9,550,839None
Nalls Sherbakoff Group, LLC2026-06-302026-08-189,446$516,413None
Nalls Sherbakoff Group, LLC2026-03-312026-08-189,446$511,356None
SEI INVESTMENTS CO2026-06-302026-08-1512,408$678,340None
Vantage Point Financial LLC2026-06-302026-08-15104,528$5,714,554None
Advyzon Investment Management, LLC2026-06-302026-08-15102$5,576None
Advyzon Investment Management, LLC2026-06-302026-08-154,661$254,842None
Mission Hills Financial Advisory, LLC2026-06-302026-08-1553,974$2,950,739None
Foundations Investment Advisors, LLC2026-06-302026-08-1561,067$3,338,554None
IFG Advisory, LLC2026-06-302026-08-152,426$132,629None
OSAIC HOLDINGS, INC.2026-06-302026-08-1514,511$793,291None
OSAIC HOLDINGS, INC.2026-06-302026-08-1526,395$1,443,015None
OSAIC HOLDINGS, INC.2026-06-302026-08-1518,282$999,705None
Betterment LLC2026-06-302026-08-15175,871$9,615,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-1583,013$4,538,333None
Xcelsior Advisor Partners LLC2026-06-302026-08-1525,908$1,416,390None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15190$10,387None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1519$1,039None
ELEVATE WEALTH ADVISORY, INC2026-06-302026-08-151,116$61,012None
Cerity Partners LLC2026-06-302026-08-1543,896$2,399,794None
Pinnacle Family Advisors, LLC2026-06-302026-08-154,046$221,195None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-151,541,232$84,259,153None
IHT Wealth Management, LLC2026-06-302026-08-1511,242$614,595None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15306,515$16,757,175None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1589,337$4,884,054None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15400$21,868None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15990,203$54,134,398None
Silver Grove Financial Group, Inc.2026-06-302026-08-1461$3,335None
Pathstone Holdings, LLC2026-06-302026-08-143,942$215,509None
CreativeOne Wealth, LLC2026-06-302026-08-1423,248$1,270,965None
CreativeOne Wealth, LLC2026-06-302026-08-1418$984None
Index Fund Advisors, Inc.2026-06-302026-08-1480,308$4,390,452None
UBS Group AG2026-06-302026-08-14150$8,201None
Topsail Wealth Management, LLC2026-06-302026-08-141,510$82,552None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-14316,126$17,282,608None
Ponta Wealth Partners, LLC2026-06-302026-08-1310,781$589,397None
Smartleaf Asset Management LLC2026-06-302026-08-1334,290$1,879,696None
Integrated Wealth Concepts LLC2026-06-302026-08-13328,375$17,952,284None
Strategic Wealth Partners, Ltd.2026-06-302026-08-13235$12,823None
Baird Financial Group, Inc.2026-06-302026-08-13188,195$10,288,621None
NewEdge Advisors, LLC2026-06-302026-08-13199,814$10,923,814None
BESSEMER GROUP INC2026-06-302026-08-1321,982$1,202,000None
JPMORGAN CHASE & CO2026-06-302026-08-1349,935$2,737,330None
BEACON HILL WEALTH MANAGEMENT LTD.2026-06-302026-08-12126,290$6,904,274None
Rialto Wealth Management, LLC2026-06-302026-08-12123$6,725None
Millstone Evans Group, LLC2026-06-302026-08-122,124$116,104None
Hershey Financial Advisers, LLC2026-06-302026-08-129,403$514,062None
DRAVO BAY LLC2026-06-302026-08-12309,509$16,920,869None
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC2026-06-302026-08-1266,714$3,647,254None

90-day public filing window, up to 50 source positions.

Beacon Pointe Advisors, LLC ↗E-Wealth Partners, LLC ↗Nalls Sherbakoff Group, LLC ↗Nalls Sherbakoff Group, LLC ↗SEI INVESTMENTS CO ↗Vantage Point Financial LLC ↗Advyzon Investment Management, LLC ↗Advyzon Investment Management, LLC ↗Mission Hills Financial Advisory, LLC ↗Foundations Investment Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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