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 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 $378M AUM 16.22% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

MIM

Marshall Investment Management Littleton, Colorado $241M AUM 30.53% 1-Year Est. Return

EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial's MFUS Position: Q2 2026 in Review

LPL Financial increased its PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) stake by 7.6% in Q2 2026, buying an estimated $105K and bringing the position to 23,476 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #4004.

LPL Financial first reported a position in MFUS in Q1 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold MFUS as of Q2 2026.

LPL Financial held 23,476 shares of PIMCO RAFI Dynamic Multi-Factor US Equity ETF worth $1.58M as of Q2 2026.
LPL Financial bought 1,657 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q2 2026, an estimated $105K.
PIMCO RAFI Dynamic Multi-Factor US Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4004 holding.
LPL Financial first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q1 2025 and has held it in 6 quarters since.
33 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.