Lpl Financial LLC Dimensional ETF Tr Dimensional Transaction History

Lpl Financial LLC

  • $238 Billion
  • Q4 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 157,394 shares of DFIS stock, worth $4.11 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
157,394
Previous 139,850 12.54%
Holding current value
$4.11 Million
Previous $3.75 Million 3.01%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$24.25 - $26.7 $425,442 - $468,424
17,544 Added 12.54%
157,394 $3.87 Million
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
235
Shares Held
81.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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.

Choose your preferred platform and Sign Up 👇 Telegram Email