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

Yes. LPL Financial holds 185,046 shares of DFSU, worth $8.6M, as of its Q2 2026 13F filing. It increased the position by 17,328 shares (+10.3%) from Q1 2026. LPL Financial has held DFSU since Q3 2023, across 12 quarterly 13F filings.

Current Value

$8.6M

Current Shares

185,046

Total Value Change

+$7M

Total Shares Change

+142,410

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
185,046
+10.3%
$8.6M0.0%$46.63
30
2026-Q1
Increased
167,718
+14.3%
$6.9M0.0%$43.23
31
2025-Q4
Increased
146,699
+25.0%
$6.4M0.0%$43.72
33
2025-Q3
Increased
117,383
+31.0%
$5M0.0%$42.25
34
2025-Q2
Increased
89,602
+18.8%
$3.5M0.0%$38.97
31
2025-Q1
Increased
75,395
+38.9%
$2.7M0.0%$35.44
35
2024-Q4
Increased
54,273
+27.3%
$2.1M0.0%$37.68
32
2024-Q3
Increased
42,636
+10.2%
$1.6M0.0%$36.59
28

Other major holders of DFSU: DIMENSIONAL FUND ADVISORS LP, AE Wealth Management LLC

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