Lpl Financial LLC Dimensional ETF Tr Transaction History

Lpl Financial LLC

$238 Billion
Q4 2024

A detailed history of Lpl Financial LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lpl Financial LLC holds 1,647,603 shares of DFIV stock, worth $65.9 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,647,603

Previous 1,537,773 7.14%

Holding current value

$65.9 Million

Previous $58.6 Million 0.2%

% of portfolio

0.02%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$34.86 - $37.97 $3.83 Million - $4.17 Million	109,830 Added 7.14%	1,647,603 $58.4 Million
Q3 2024 Nov 08, 2024	SELL	$34.66 - $38.38 $459,938 - $509,302	-13,270 Reduced 0.86%	1,537,773 $58.6 Million
Q2 2024 Aug 07, 2024	BUY	$35.5 - $38.02 $11.9 Million - $12.7 Million	334,774 Added 27.52%	1,551,043 $55.7 Million
Q1 2024 May 10, 2024	BUY	$33.15 - $36.75 $2.14 Million - $2.37 Million	64,455 Added 5.6%	1,216,269 $44.7 Million
Q4 2023 Feb 14, 2024	BUY	$30.86 - $34.46 $4.59 Million - $5.13 Million	148,782 Added 14.83%	1,151,814 $39.6 Million
Q3 2023 Nov 13, 2023	BUY	$32.1 - $34.42 $3.15 Million - $3.38 Million	98,057 Added 10.84%	1,003,032 $32.7 Million
Q2 2023 Jul 31, 2023	BUY	$31.45 - $33.77 $1.81 Million - $1.94 Million	57,466 Added 6.78%	904,975 $29.7 Million
Q1 2023 May 10, 2023	BUY	$30.43 - $33.38 $5.66 Million - $6.21 Million	185,939 Added 28.11%	847,509 $27.3 Million
Q4 2022 Feb 07, 2023	BUY	$25.88 - $31.1 $850,779 - $1.02 Million	32,874 Added 5.23%	661,570 $20.1 Million
Q3 2022 Nov 14, 2022	BUY	$25.71 - $30.57 $5.74 Million - $6.82 Million	223,254 Added 55.06%	628,696 $16.2 Million
Q2 2022 Aug 12, 2022	BUY	$28.66 - $33.84 $11.6 Million - $13.7 Million	405,442 New	405,442 $11.7 Million
Q1 2022 May 16, 2022	SELL	$30.75 - $35.49 $11.2 Million - $13 Million	-365,515 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$31.61 - $34.21 $18.8 Million - $20.4 Million	-595,777 Reduced 61.98%	365,515 $12 Million
Q3 2021 Nov 15, 2021	BUY	$32.25 - $33.65 $31 Million - $32.3 Million	961,292 New	961,292 $31.5 Million

Others Institutions Holding DFIV

# of Institutions

628

Shares Held

214M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
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Industry ETFs

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Lpl Financial LLC Dimensional ETF Tr Transaction History