LPL Financial’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

LPL Financial’s Portfolio MFUS Stock Details MFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.03M	Buy	31,294 +7,818	+33%	+$515K	﹤0.01%	3790
2026 Q2	$1.58M	Buy	23,476 +1,657	+8%	+$105K	﹤0.01%	4004
2026 Q1	$1.27M	Buy	21,819 +3	+0%	+$178	﹤0.01%	3945
2025 Q4	$1.24M	Buy	21,816 +1,608	+8%	+$90.3K	﹤0.01%	3852
2025 Q3	$1.14M	Buy	20,208 +4,987	+33%	+$272K	﹤0.01%	3877
2025 Q2	$814K	Buy	15,221 +7,596	+100%	+$382K	﹤0.01%	3936
2025 Q1	$383K	Buy	+7,625	New	+$389K	﹤0.01%	4396

Other funds holding MFUS

Schiavi & Co Wilmington, Delaware $375M AUM 10.6% 1-Year Est. Return

Austin Wealth Management Austin, Texas $477M AUM 11.7% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

LPL Financial's MFUS Position: Q3 2026 in Review

LPL Financial increased its PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) stake by 33% in Q3 2026, buying an estimated $515K and bringing the position to 31,294 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3790.

LPL Financial first reported a position in MFUS in Q1 2025 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold MFUS as of Q3 2026.

LPL Financial held 31,294 shares of PIMCO RAFI Dynamic Multi-Factor US Equity ETF worth $2.03M as of Q3 2026.
LPL Financial bought 7,818 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q3 2026, an estimated $515K.
PIMCO RAFI Dynamic Multi-Factor US Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3790 holding.
LPL Financial first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q1 2025 and has held it in 7 quarters since.
29 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.