A detailed history of Lpl Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lpl Financial LLC holds 859,791 shares of DFSV stock, worth $24.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
859,791
Previous 793,537 8.35%
Holding current value
$24.6 Million
Previous $23.1 Million 12.0%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$27.45 - $30.1 $1.82 Million - $1.99 Million
66,254 Added 8.35%
859,791 $25.9 Million
Q4 2023

Feb 14, 2024

BUY
$23.61 - $29.53 $4.28 Million - $5.35 Million
181,264 Added 29.61%
793,537 $23.1 Million
Q3 2023

Nov 13, 2023

BUY
$24.97 - $27.69 $498,675 - $552,996
19,971 Added 3.37%
612,273 $15.5 Million
Q2 2023

Jul 31, 2023

BUY
$23.17 - $25.7 $2.69 Million - $2.99 Million
116,214 Added 24.41%
592,302 $15.2 Million
Q1 2023

May 10, 2023

BUY
$23.74 - $28.31 $3.33 Million - $3.97 Million
140,316 Added 41.79%
476,088 $11.9 Million
Q4 2022

Feb 07, 2023

BUY
$24.29 - $26.46 $8.16 Million - $8.88 Million
335,772 New
335,772 $8.32 Million

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.