LPL Financial
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LPL Financial’s Touchstone Dynamic International ETF TDI Stock Holding History

LPL Financial’s Portfolio TDI Stock Details TDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$111M Buy
2,362,795
+938,094
+66% +$43.3M 0.02% 628
2026
Q2 		$64M Buy
1,424,701
+742,446
+109% +$33M 0.01% 885
2026
Q1 		$28.1M Buy
682,255
+626,572
+1,125% +$26.2M 0.01% 1245
2025
Q4 		$2.15M Buy
55,683
+11,915
+27% +$453K ﹤0.01% 3342
2025
Q3 		$1.63M Buy
43,768
+21,382
+96% +$756K ﹤0.01% 3506
2025
Q2 		$761K Buy
22,386
+1,459
+7% +$45.8K ﹤0.01% 4000
2025
Q1 		$626K Buy
20,927
+406
+2% +$11.9K ﹤0.01% 3958
2024
Q4 		$565K Sell
20,521
-212
-1% -$6.27K ﹤0.01% 3993
2024
Q3 		$635K Sell
20,733
-761
-4% -$22.4K ﹤0.01% 3798
2024
Q2 		$629K Buy
21,494
+1,616
+8% +$46.9K ﹤0.01% 3665
2024
Q1 		$579K Sell
19,878
-2,374
-11% -$65.9K ﹤0.01% 3651
2023
Q4 		$596K Buy
+22,252
New +$586K ﹤0.01% 3522

Other funds holding TDI

Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Tidemark
Tidemark San Diego, California $460M AUM 11.19% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
Intentional Wealth Strategies
Intentional Wealth Strategies Colorado Springs, Colorado $111M AUM
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
RPS Advisory Solutions
RPS Advisory Solutions Louisville, Kentucky $153M AUM 25.12% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Cabot Wealth Management
Cabot Wealth Management Salem, Massachusetts $999M AUM 14.8% 1-Year Est. Return

LPL Financial's TDI Position: Q3 2026 in Review

LPL Financial increased its Touchstone Dynamic International ETF (TDI) stake by 66% in Q3 2026, buying an estimated $43.3M and bringing the position to 2,362,795 shares worth $111M. The position accounts for 0.02% of the portfolio, ranked #628.

LPL Financial first reported a position in TDI in Q4 2023 and has held it in 12 quarters since. 29 funds tracked by Wall St. Rank hold TDI as of Q3 2026.

  • LPL Financial held 2,362,795 shares of Touchstone Dynamic International ETF worth $111M as of Q3 2026.
  • LPL Financial bought 938,094 Touchstone Dynamic International ETF shares in Q3 2026, an estimated $43.3M.
  • Touchstone Dynamic International ETF made up 0.02% of LPL Financial's portfolio in Q3 2026, its #628 holding.
  • LPL Financial first reported a position in Touchstone Dynamic International ETF in Q4 2023 and has held it in 12 quarters since.
  • 29 funds tracked by Wall St. Rank held Touchstone Dynamic International ETF as of Q3 2026.

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