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

LPL Financial LLC holds 2.7M shares of DFIV (DIMENSIONAL ETF TRUST), worth $148.5M as of 2026-Q2. The position was increased (+17.8% shares). DFIV represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$148.5M

Current Shares

2.7M

Total Value Change

+$89.9M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.7M
+17.8%
$148.5M0.0%$53.76
35
2026-Q1
Increased
2.3M
+5.8%
$123.2M0.0%$51.76
32
2025-Q4
Increased
2.2M
+9.8%
$110.1M0.0%$48.84
33
2025-Q3
Increased
2M
+7.1%
$92.7M0.0%$44.80
32
2025-Q2
Increased
1.9M
+2.8%
$80.4M0.0%$41.43
31
2025-Q1
Increased
1.8M
+10.8%
$71.9M0.0%$37.41
33
2024-Q4
Increased
1.6M
+7.1%
$58.5M0.0%$33.60
32
2024-Q3
Decreased
1.5M
-0.9%
$58.6M0.0%$35.72
0

Other major holders of DFIV: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MERCER GLOBAL ADVISORS INC /ADV

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