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Position history for LPL Financial LLCLPL Financial LLC's holdings in DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF

LPL Financial LLC holds 49,833 shares of DFSB (DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF), worth $2.6M as of 2026-Q2. The position was increased (+2.8% shares). DFSB represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$2.6M

Current Shares

49,833

Total Value Change

+$1.4M

Total Shares Change

+27,971

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
49,833
+2.8%
$2.6M0.0%$51.41
27
2026-Q1
Increased
48,492
+16.4%
$2.5M0.0%$50.52
30
2025-Q4
Increased
41,656
+6.7%
$2.2M0.0%$50.57
28
2025-Q3
Increased
39,055
+7.6%
$2.1M0.0%$50.35
28
2025-Q2
Increased
36,286
+20.9%
$1.9M0.0%$49.56
31
2025-Q1
Increased
30,004
+23.4%
$1.5M0.0%$48.68
31
2024-Q4
Increased
24,320
+11.2%
$1.2M0.0%$48.07
28
2024-Q3
Increased
21,862
+0.5%
$1.2M0.0%$48.97
25

Other major holders of DFSB: MERCER GLOBAL ADVISORS INC /ADV, SEI INVESTMENTS CO

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