Dimensional Fund Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324M | Buy |
863,989
+21,050
| +2% | +$7.89M | 0.08% | 262 |
|
|
2025
Q1 | $276M | Sell |
842,939
-3,128
| -0.4% | -$1.02M | 0.07% | 303 |
|
|
2024
Q4 | $276M | Buy |
846,067
+45,476
| +6% | +$14.8M | 0.07% | 317 |
|
|
2024
Q3 | $186M | Buy |
800,591
+18,585
| +2% | +$4.32M | 0.05% | 540 |
|
|
2024
Q2 | $218M | Buy |
782,006
+59,819
| +8% | +$16.7M | 0.06% | 395 |
|
|
2024
Q1 | $191M | Buy |
722,187
+3,941
| +0.5% | +$1.04M | 0.05% | 470 |
|
|
2023
Q4 | $163M | Sell |
718,246
-10,758
| -1% | -$2.45M | 0.05% | 518 |
|
|
2023
Q3 | $173M | Buy |
729,004
+10,531
| +1% | +$2.5M | 0.06% | 406 |
|
|
2023
Q2 | $156M | Buy |
718,473
+10,507
| +1% | +$2.28M | 0.05% | 485 |
|
|
2023
Q1 | $143M | Sell |
707,966
-98,427
| -12% | -$19.9M | 0.05% | 531 |
|
|
2022
Q4 | $174K | Sell |
806,393
-88,090
| -10% | -$19K | 0.05% | 398 |
|
|
2022
Q3 | $195M | Sell |
894,483
-7,480
| -0.8% | -$1.63M | 0.08% | 286 |
|
|
2022
Q2 | $166M | Sell |
901,963
-73,325
| -8% | -$13.5M | 0.06% | 374 |
|
|
2022
Q1 | $178M | Sell |
975,288
-4,733
| -0.5% | -$865K | 0.05% | 410 |
|
|
2021
Q4 | $157M | Sell |
980,021
-14,850
| -1% | -$2.38M | 0.05% | 520 |
|
|
2021
Q3 | $156M | Buy |
994,871
+6,702
| +0.7% | +$1.05M | 0.05% | 500 |
|
|
2021
Q2 | $133M | Buy |
988,169
+43,688
| +5% | +$5.9M | 0.04% | 605 |
|
|
2021
Q1 | $134M | Sell |
944,481
-14,476
| -2% | -$2.06M | 0.04% | 580 |
|
|
2020
Q4 | $99.9M | Buy |
958,957
+11,644
| +1% | +$1.21M | 0.04% | 745 |
|
|
2020
Q3 | $72.6M | Sell |
947,313
-13,134
| -1% | -$1.01M | 0.03% | 846 |
|
|
2020
Q2 | $75.3M | Sell |
960,447
-9,968
| -1% | -$781K | 0.03% | 792 |
|
|
2020
Q1 | $52.8M | Sell |
970,415
-59,000
| -6% | -$3.21M | 0.03% | 991 |
|
|
2019
Q4 | $95M | Sell |
1,029,415
-69,098
| -6% | -$6.37M | 0.03% | 766 |
|
|
2019
Q3 | $90M | Sell |
1,098,513
-61,478
| -5% | -$5.03M | 0.04% | 766 |
|
|
2019
Q2 | $94.6M | Sell |
1,159,991
-34,872
| -3% | -$2.84M | 0.04% | 739 |
|
|
2019
Q1 | $83.2M | Buy |
1,194,863
+3,918
| +0.3% | +$273K | 0.03% | 842 |
|
|
2018
Q4 | $72.7M | Sell |
1,190,945
-11,381
| -0.9% | -$695K | 0.03% | 841 |
|
|
2018
Q3 | $77.6M | Sell |
1,202,326
-37,374
| -3% | -$2.41M | 0.03% | 947 |
|
|
2018
Q2 | $81.3M | Sell |
1,239,700
-125,775
| -9% | -$8.24M | 0.03% | 855 |
|
|
2018
Q1 | $83.4M | Sell |
1,365,475
-46,659
| -3% | -$2.85M | 0.03% | 771 |
|
|
2017
Q4 | $80.7M | Sell |
1,412,134
-47,179
| -3% | -$2.7M | 0.03% | 788 |
|
|
2017
Q3 | $75.3M | Buy |
1,459,313
+2,379
| +0.2% | +$123K | 0.03% | 818 |
|
|
2017
Q2 | $61.9M | Buy |
1,456,934
+42,820
| +3% | +$1.82M | 0.03% | 983 |
|
|
2017
Q1 | $56.3M | Buy |
1,414,114
+80,173
| +6% | +$3.19M | 0.03% | 1054 |
|
|
2016
Q4 | $47M | Buy |
1,333,941
+340,209
| +34% | +$12M | 0.02% | 1201 |
|
|
2016
Q3 | $29.7M | Buy |
993,732
+163,843
| +20% | +$4.9M | 0.02% | 1583 |
|
|
2016
Q2 | $18.7M | Sell |
829,889
-9,963
| -1% | -$224K | 0.01% | 1903 |
|
|
2016
Q1 | $20.8M | Sell |
839,852
-12,246
| -1% | -$304K | 0.01% | 1787 |
|
|
2015
Q4 | $36.3M | Buy |
852,098
+8,543
| +1% | +$364K | 0.02% | 1192 |
|
|
2015
Q3 | $33.5M | Buy |
843,555
+112,149
| +15% | +$4.46M | 0.02% | 1219 |
|
|
2015
Q2 | $34M | Buy |
731,406
+104,204
| +17% | +$4.84M | 0.02% | 1298 |
|
|
2015
Q1 | $27.5M | Buy |
627,202
+152,131
| +32% | +$6.67M | 0.02% | 1470 |
|
|
2014
Q4 | $21.2M | Buy |
475,071
+91,200
| +24% | +$4.06M | 0.01% | 1692 |
|
|
2014
Q3 | $17.7M | Buy |
383,871
+25,149
| +7% | +$1.16M | 0.01% | 1768 |
|
|
2014
Q2 | $17.8M | Buy |
358,722
+22,085
| +7% | +$1.1M | 0.01% | 1757 |
|
|
2014
Q1 | $17.7M | Buy |
336,637
+8,252
| +3% | +$434K | 0.01% | 1705 |
|
|
2013
Q4 | $15.4M | Buy |
328,385
+23,455
| +8% | +$1.1M | 0.01% | 1795 |
|
|
2013
Q3 | $11.7M | Buy |
304,930
+34,670
| +13% | +$1.33M | 0.01% | 1975 |
|
|
2013
Q2 | $10.2M | Buy |
+270,260
| New | +$10.2M | 0.01% | 1977 |
|