Lpl Financial LLC Dimensional ETF Tr Dimensional Transaction History
Lpl Financial LLC
- $246 Billion
- Q1 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 2,771,687 shares of DFIC stock, worth $84 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,771,687
Previous 2,395,290
15.71%
Holding current value
$84 Million
Previous $61.9 Million
24.31%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
469Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$936 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$834 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$492 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$191 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$157 Million0.2% of portfolio