LPL Financial
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LPL Financial’s Global X DAX Germany ETF DAX Stock Holding History

LPL Financial’s Portfolio DAX Stock Details DAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.32M Sell
78,797
-13,262
-14% -$601K ﹤0.01% 3011
2025
Q4 		$4.2M Buy
92,059
+8,724
+10% +$389K ﹤0.01% 2690
2025
Q3 		$3.73M Buy
83,335
+2,098
+3% +$93.6K ﹤0.01% 2737
2025
Q2 		$3.65M Sell
81,237
-24,062
-23% -$1.01M ﹤0.01% 2565
2025
Q1 		$4.12M Buy
105,299
+21,285
+25% +$800K ﹤0.01% 2313
2024
Q4 		$2.8M Buy
84,014
+12,774
+18% +$433K ﹤0.01% 2549
2024
Q3 		$2.5M Buy
71,240
+21,797
+44% +$718K ﹤0.01% 2514
2024
Q2 		$1.57M Sell
49,443
-1,031
-2% -$33.8K ﹤0.01% 2831
2024
Q1 		$1.69M Buy
50,474
+15,006
+42% +$470K ﹤0.01% 2690
2023
Q4 		$1.09M Buy
+35,468
New +$1.01M ﹤0.01% 2966
2023
Q3 		– Sell
-53,032
Closed -$1.57M – 4716
2023
Q2 		$1.57M Buy
53,032
+6,071
+13% +$181K ﹤0.01% 2459
2023
Q1 		$1.38M Buy
+46,961
New +$1.32M ﹤0.01% 2489
2022
Q1 		– Sell
-18,210
Closed -$589K – 4229
2021
Q4 		$589K Sell
18,210
-20,523
-53% -$665K ﹤0.01% 3136
2021
Q3 		$1.24M Buy
+38,733
New +$1.3M ﹤0.01% 2450
2016
Q2 		– Sell
-8,630
Closed -$201K – 2691
2016
Q1 		$201K Hold
8,630
– – ﹤0.01% 2791
2015
Q4 		$206K Buy
+8,630
New +$216K ﹤0.01% 2803

Other funds holding DAX

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return

LPL Financial's DAX Position: Q1 2026 in Review

LPL Financial reduced its Global X DAX Germany ETF (DAX) stake by 14% in Q1 2026, selling an estimated $601K and leaving 78,797 shares worth $3.32M. The position accounts for ﹤0.01% of the portfolio, ranked #3011.

LPL Financial first reported a position in DAX in Q4 2015 and has held it in 16 quarters since. The position peaked at $4.2M in Q4 2025. 51 funds tracked by Wall St. Rank hold DAX as of Q1 2026.

  • LPL Financial held 78,797 shares of Global X DAX Germany ETF worth $3.32M as of Q1 2026.
  • LPL Financial sold 13,262 Global X DAX Germany ETF shares in Q1 2026, an estimated $601K.
  • Global X DAX Germany ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3011 holding.
  • LPL Financial first reported a position in Global X DAX Germany ETF in Q4 2015 and has held it in 16 quarters since.
  • LPL Financial's Global X DAX Germany ETF position peaked at $4.2M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Global X DAX Germany ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.