Back to LPL Financial LLC LPL Financial LLC

DMXFDMXF
23 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES TR

LPL Financial LLC holds 416,766 shares of DMXF (ISHARES TR), worth $35.3M as of 2026-Q2. The position was increased (+15.9% shares). DMXF represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$35.3M

Current Shares

416,766

Total Value Change

+$35M

Total Shares Change

+413,013

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
416,766
+15.9%
$35.3M0.0%$84.60
33
2026-Q1
Increased
359,463
+322.7%
$27.1M0.0%$78.06
46
2025-Q4
Increased
85,031
+41.3%
$6.4M0.0%$75.78
36
2025-Q3
Decreased
60,164
-82.5%
$4.6M0.0%$73.02
0
2025-Q2
Increased
344,415
+11.6%
$25.6M0.0%$72.11
32
2025-Q1
Decreased
308,646
-27.4%
$20.8M0.0%$64.45
0
2024-Q4
Increased
425,199
+94.8%
$27.5M0.0%$61.66
46
2024-Q3
Increased
218,326
+18.2%
$15.7M0.0%$67.94
33
2024-Q2
Increased
184,688
+25.3%
$12.5M0.0%$63.41
34
2024-Q1
Increased
147,448
+22.8%
$10M0.0%$63.15
33
2023-Q4
Increased
120,100
+17.3%
$7.7M0.0%$59.21
32
2023-Q3
Increased
102,377
+176.3%
$5.8M0.0%$52.43
44
2023-Q2
Decreased
37,049
-6.9%
$2.3M0.0%$55.09
0
2023-Q1
Increased
39,793
+1.2%
$2.4M0.0%$53.62
26
2022-Q4
Increased
39,328
+23.9%
$2.1M0.0%$49.13
32
2022-Q3
Increased
31,736
+2.3%
$1.5M0.0%$41.70
26
2022-Q2
Decreased
31,009
-17.6%
$1.6M0.0%$46.85
0
2022-Q1
Increased
37,649
+14.1%
$2.3M0.0%$55.37
30
2021-Q4
Decreased
32,994
-13.7%
$2.3M0.0%$60.86
0
2021-Q3
Increased
38,242
+180.3%
$2.6M0.0%$59.56
42
2021-Q2
Increased
13,644
+50.9%
$924,0000.0%$59.86
35
2021-Q1
Increased
9,042
+140.9%
$587,0000.0%$56.43
39
2020-Q4
New
3,753
-
$237,0000.0%$55.17
32

Other major holders of DMXF: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used