Dimensional Fund Advisors LP Lpl Financial Holdings Inc. Transaction History

Dimensional Fund Advisors LP

$391 Billion
Q1 2025

A detailed history of Dimensional Fund Advisors LP transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 842,939 shares of LPLA stock, worth $326 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

842,939

Previous 846,067 0.37%

Holding current value

$326 Million

Previous $276 Million 0.18%

% of portfolio

0.07%

Previous 0.07%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$308.87 - $383.33 $966,145 - $1.2 Million	-3,128 Reduced 0.37%	842,939 $276 Million
Q4 2024 Feb 13, 2025	BUY	$229.85 - $335.91 $10.5 Million - $15.3 Million	45,476 Added 5.68%	846,067 $276 Million
Q3 2024 Nov 07, 2024	BUY	$193.0 - $282.1 $3.59 Million - $5.24 Million	18,585 Added 2.38%	800,591 $186 Million
Q2 2024 Aug 09, 2024	BUY	$256.41 - $288.82 $15.3 Million - $17.3 Million	59,819 Added 8.28%	782,006 $218 Million
Q1 2024 May 10, 2024	BUY	$230.75 - $273.77 $909,385 - $1.08 Million	3,941 Added 0.55%	722,187 $191 Million
Q4 2023 Feb 07, 2024	SELL	$209.89 - $239.77 $2.26 Million - $2.58 Million	-10,758 Reduced 1.48%	718,246 $163 Million
Q3 2023 Nov 09, 2023	BUY	$218.49 - $247.52 $2.3 Million - $2.61 Million	10,531 Added 1.47%	729,004 $173 Million
Q2 2023 Aug 09, 2023	BUY	$180.95 - $217.9 $1.9 Million - $2.29 Million	10,507 Added 1.48%	718,473 $156 Million
Q1 2023 May 12, 2023	SELL	$192.0 - $255.57 $18.9 Million - $25.2 Million	-98,427 Reduced 12.21%	707,966 $143 Million
Q4 2022 Feb 09, 2023	SELL	$206.94 - $269.62 $18.2 Million - $23.8 Million	-88,090 Reduced 9.85%	806,393 $174 Million
Q3 2022 Nov 10, 2022	SELL	$172.53 - $233.2 $1.29 Million - $1.74 Million	-7,480 Reduced 0.83%	894,483 $195 Million
Q2 2022 Aug 12, 2022	SELL	$167.48 - $218.52 $12.3 Million - $16 Million	-73,325 Reduced 7.52%	901,963 $166 Million
Q1 2022 May 13, 2022	SELL	$143.67 - $190.77 $679,990 - $902,914	-4,733 Reduced 0.48%	975,288 $178 Million
Q4 2021 Feb 09, 2022	SELL	$152.65 - $175.02 $2.27 Million - $2.6 Million	-14,850 Reduced 1.49%	980,021 $157 Million
Q3 2021 Nov 12, 2021	BUY	$127.58 - $161.13 $855,041 - $1.08 Million	6,702 Added 0.68%	994,871 $156 Million
Q2 2021 Aug 12, 2021	BUY	$134.61 - $156.7 $5.88 Million - $6.85 Million	43,688 Added 4.63%	988,169 $133 Million
Q1 2021 May 14, 2021	SELL	$103.11 - $146.29 $1.49 Million - $2.12 Million	-14,476 Reduced 1.51%	944,481 $134 Million
Q4 2020 Feb 25, 2021	BUY	$76.15 - $104.25 $73 Million - $100 Million	958,957 New	958,957 $99.9 Million

Others Institutions Holding LPLA

# of Institutions

864

Shares Held

76.1M

Call Options Held

240K

Put Options Held

375K

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $30.9B
Description
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...

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Dimensional Fund Advisors LP Lpl Financial Holdings Inc. Transaction History