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

LPL Financial LLC holds 47,530 shares of DFIP (DIMENSIONAL ETF TRUST), worth $2M as of 2026-Q2. The position was increased (+78.0% shares). DFIP represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$2M

Current Shares

47,530

Total Value Change

+$898,247

Total Shares Change

+22,398

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
47,530
+78.0%
$2M0.0%$40.50
39
2026-Q1
Increased
26,705
+10.8%
$1.1M0.0%$40.17
28
2025-Q4
Increased
24,092
+40.6%
$1M0.0%$40.01
33
2025-Q3
Increased
17,130
+9.8%
$723,4010.0%$40.07
27
2025-Q2
Increased
15,604
+3.9%
$652,3990.0%$39.20
25
2025-Q1
Decreased
15,022
-70.4%
$632,5710.0%$38.86
0
2024-Q4
Increased
50,751
+101.9%
$2.1M0.0%$37.20
42
2024-Q3
Increased
25,132
+81.9%
$1.1M0.0%$38.47
39

Other major holders of DFIP: Beacon Pointe Advisors, LLC, Savant Capital, LLC

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