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Position history for LPL Financial LLCLPL Financial LLC's holdings in DIMENSIONAL ETF TRUST

LPL Financial LLC holds 1.3M shares of DFAT (DIMENSIONAL ETF TRUST), worth $88M as of 2026-Q2. The position was increased (+4.0% shares). DFAT represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$88M

Current Shares

1.3M

Total Value Change

+$39.8M

Total Shares Change

+392,847

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+4.0%
$88M0.0%$69.65
31
2026-Q1
Decreased
1.2M
-4.0%
$75.6M0.0%$62.02
0
2025-Q4
Increased
1.3M
+4.2%
$75.1M0.0%$58.93
31
2025-Q3
Increased
1.2M
+2.1%
$70.4M0.0%$57.38
30
2025-Q2
Increased
1.2M
+4.5%
$63.9M0.0%$52.94
31
2025-Q1
Increased
1.1M
+15.2%
$58.4M0.0%$50.29
34
2024-Q4
Increased
984,227
+13.7%
$54.8M0.0%$54.19
33
2024-Q3
Increased
865,993
+12.6%
$48.2M0.0%$53.97
33

Other major holders of DFAT: Cerity Partners LLC, Creative Planning, Focus Partners Wealth

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