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 139,850 shares of DFIS stock, worth $3.43 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

139,850

Previous 61,118 128.82%

Holding current value

$3.43 Million

Previous $1.51 Million 149.3%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$24.06 - $26.97 $1.89 Million - $2.12 Million	78,732 Added 128.82%	139,850 $3.75 Million
Q2 2024 Aug 07, 2024	BUY	$24.08 - $25.86 $325,417 - $349,472	13,514 Added 28.39%	61,118 $1.51 Million
Q1 2024 May 10, 2024	BUY	$23.13 - $25.1 $322,547 - $350,019	13,945 Added 41.43%	47,604 $1.19 Million
Q4 2023 Feb 14, 2024	SELL	$20.55 - $24.23 $32,756 - $38,622	-1,594 Reduced 4.52%	33,659 $813,000
Q3 2023 Nov 13, 2023	BUY	$21.81 - $23.89 $422,416 - $462,701	19,368 Added 121.93%	35,253 $773,000
Q2 2023 Jul 31, 2023	BUY	$22.26 - $23.55 $353,600 - $374,091	15,885 New	15,885 $362,000

Others Institutions Holding DFIS

# of Institutions

195

Shares Held

78.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Lpl Financial LLC Dimensional ETF Tr Dimensional Transaction History