Lpl Financial LLC Dimensional ETF Tr Dimensional Transaction History
Lpl Financial LLC
- $218 Billion
- Q3 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 2,072,173 shares of DFIC stock, worth $53.6 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,072,173
Previous 1,978,556
4.73%
Holding current value
$53.6 Million
Previous $52 Million
12.1%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$698 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$665 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$408 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio