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 71,145 shares of DISV stock, worth $2.06 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

71,145

Previous 68,934 3.21%

Holding current value

$2.06 Million

Previous $2 Million 5.64%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

323

Shares Held

66M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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Lpl Financial LLC Dimensional ETF Tr Dimensional Transaction History