Lpl Financial LLC Dimensional ETF Tr Dimensional Transaction History
Lpl Financial LLC
- $238 Billion
- Q4 2024
A detailed history of Lpl Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lpl Financial LLC holds 2,395,290 shares of DFIC stock, worth $68 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,395,290
Previous 2,072,173
15.59%
Holding current value
$68 Million
Previous $58.3 Million
6.19%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
439Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$836 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$778 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio