Dimensional Fund Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $282M | Sell |
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|
2025
Q2 | $324M | Buy |
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|
2025
Q1 | $276M | Sell |
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|
2024
Q4 | $276M | Buy |
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|
2024
Q3 | $186M | Buy |
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|
2024
Q2 | $218M | Buy |
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|
2024
Q1 | $191M | Buy |
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|
2023
Q4 | $163M | Sell |
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|
2023
Q3 | $173M | Buy |
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|
2023
Q2 | $156M | Buy |
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|
2023
Q1 | $143M | Sell |
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|
2022
Q4 | $174K | Sell |
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|
2022
Q3 | $195M | Sell |
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|
2022
Q2 | $166M | Sell |
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|
2022
Q1 | $178M | Sell |
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|
2021
Q4 | $157M | Sell |
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|
2021
Q3 | $156M | Buy |
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|
2021
Q2 | $133M | Buy |
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|
2021
Q1 | $134M | Sell |
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|
2020
Q4 | $99.9M | Buy |
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|
2020
Q3 | $72.6M | Sell |
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|
2020
Q2 | $75.3M | Sell |
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|
2020
Q1 | $52.8M | Sell |
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|
2019
Q4 | $95M | Sell |
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|
2019
Q3 | $90M | Sell |
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|
2019
Q2 | $94.6M | Sell |
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|
2019
Q1 | $83.2M | Buy |
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|
2018
Q4 | $72.7M | Sell |
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|
2018
Q3 | $77.6M | Sell |
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|
2018
Q2 | $81.3M | Sell |
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|
2018
Q1 | $83.4M | Sell |
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|
2017
Q4 | $80.7M | Sell |
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|
2017
Q3 | $75.3M | Buy |
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|
2017
Q2 | $61.9M | Buy |
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|
2017
Q1 | $56.3M | Buy |
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|
2016
Q4 | $47M | Buy |
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|
2016
Q3 | $29.7M | Buy |
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|
2016
Q2 | $18.7M | Sell |
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|
2016
Q1 | $20.8M | Sell |
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|
2015
Q4 | $36.3M | Buy |
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|
2015
Q3 | $33.5M | Buy |
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|
2015
Q2 | $34M | Buy |
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|
2015
Q1 | $27.5M | Buy |
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|
2014
Q4 | $21.2M | Buy |
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|
2014
Q3 | $17.7M | Buy |
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|
2014
Q2 | $17.8M | Buy |
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|
2014
Q1 | $17.7M | Buy |
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|
2013
Q4 | $15.4M | Buy |
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|
2013
Q3 | $11.7M | Buy |
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|
2013
Q2 | $10.2M | Buy |
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