Lpl Financial LLC Dimensional ETF Tr Dimensional Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lpl Financial LLC holds 2,869,211 shares of DFIC stock, worth $94.5 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,869,211
Previous 2,771,687
3.52%
Holding current value
$94.5 Million
Previous $77 Million
15.89%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$947 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$545 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$168 Million0.21% of portfolio