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

LPL Financial LLC holds 51,216 shares of DFSI (DIMENSIONAL ETF TRUST), worth $2.3M as of 2026-Q2. The position was increased (+17.4% shares). DFSI represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$2.3M

Current Shares

51,216

Total Value Change

+$1.6M

Total Shares Change

+32,618

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
51,216
+17.4%
$2.3M0.0%$45.10
30
2026-Q1
Increased
43,606
+11.7%
$1.8M0.0%$44.28
29
2025-Q4
Increased
39,057
+11.0%
$1.7M0.0%$43.10
29
2025-Q3
Increased
35,199
+19.4%
$1.4M0.0%$40.63
30
2025-Q2
Increased
29,482
+17.9%
$1.2M0.0%$38.96
30
2025-Q1
Increased
25,009
+21.8%
$872,5780.0%$34.46
30
2024-Q4
Increased
20,528
+10.4%
$674,3420.0%$32.08
27
2024-Q3
Increased
18,598
+1.4%
$664,6040.0%$34.74
25

Other major holders of DFSI: Focus Partners Wealth

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