Lpl Financial LLC Dimensional ETF Tr Dimensional Transaction History

Lpl Financial LLC

  • $320 Billion
  • Q3 2025

A detailed history of Lpl Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lpl Financial LLC holds 107,430 shares of DISV stock, worth $3.86 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
107,430
Previous 88,897 20.85%
Holding current value
$3.86 Million
Previous $2.93 Million 31.08%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$32.78 - $35.79 $607,511 - $663,296
18,533 Added 20.85%
107,430 $3.83 Million
Q2 2025

Aug 12, 2025
BUY
$25.93 - $32.91 $514,295 - $652,736
19,834 Added 28.72%
88,897 $2.93 Million
Q1 2025

May 07, 2025
SELL
$26.09 - $30.21 $54,319 - $62,897
-2,082 Reduced 2.93%
69,063 $2.01 Million
Q4 2024

Feb 11, 2025
BUY
$26.18 - $28.77 $57,883 - $63,610
2,211 Added 3.21%
71,145 $1.89 Million
Q3 2024

Nov 08, 2024
BUY
$26.06 - $29.18 $100,826 - $112,897
3,869 Added 5.95%
68,934 $2 Million
Q2 2024

Aug 07, 2024
BUY
$26.23 - $28.56 $249,316 - $271,462
9,505 Added 17.11%
65,065 $1.75 Million
Q1 2024

May 10, 2024
BUY
$24.73 - $27.24 $180,801 - $199,151
7,311 Added 15.15%
55,560 $1.51 Million
Q4 2023

Feb 14, 2024
BUY
$22.43 - $25.87 $390,035 - $449,853
17,389 Added 56.35%
48,249 $1.24 Million
Q3 2023

Nov 13, 2023
SELL
$23.27 - $25.13 $301,858 - $325,986
-12,972 Reduced 29.59%
30,860 $733,000
Q2 2023

Jul 31, 2023
BUY
$23.01 - $24.6 $327,593 - $350,230
14,237 Added 48.11%
43,832 $1.04 Million
Q1 2023

May 10, 2023
BUY
$22.4 - $24.75 $662,928 - $732,476
29,595 New
29,595 $704,000

Others Institutions Holding DISV

# of Institutions
391
Shares Held
81.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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