Lpl Financial LLC Dimensional ETF Tr Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lpl Financial LLC holds 8,024,667 shares of DFAX stock, worth $245 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,024,667
Previous 7,838,369
2.38%
Holding current value
$245 Million
Previous $205 Million
14.76%
% of portfolio
0.08%
Previous 0.08%
Shares
16 transactions
Others Institutions Holding DFAX
# of Institutions
652Shares Held
253MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$343 Million3.18% of portfolio
-
Envestnet Asset Management Inc7.62MShares$233 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$214 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$192 Million0.92% of portfolio
-
Monograph Wealth Advisors, LLC5.75MShares$176 Million22.06% of portfolio