DIMENSIONAL FUND ADVISORS LP
Holdings in LPLA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $281,572,109 | 788,342 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $282,059,903 | 847,816 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $323,969,953 | 863,989 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $275,759,062 | 842,939 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $276,249,334 | 846,067 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $186,241,482 | 800,591 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $218,414,274 | 782,006 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $190,801,803 | 722,187 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $163,487,152 | 718,246 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $173,247,798 | 729,004 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $156,217,582 | 718,473 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $8,759,872 | 43,280 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $174,317,972 | 806,393 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $195,426,643 | 894,483 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $166,394,133 | 901,963 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $178,165,611 | 975,288 | Shares | Defined | 2022-05-13 |
| 2021-12-31 | $156,891,561 | 980,021 | Shares | Defined | 2022-02-09 |
| 2021-09-30 | $155,955,977 | 994,871 | Shares | Defined | 2021-11-12 |
| 2021-06-30 | $133,383,051 | 988,169 | Shares | Defined | 2021-08-12 |
| 2021-03-31 | $134,267,418 | 944,481 | Shares | Defined | 2021-05-14 |
| 2020-09-30 | $72,630,487 | 947,313 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $75,299,044 | 960,447 | Shares | Defined | 2020-08-13 |
| 2020-03-31 | $52,819,688 | 970,415 | Shares | Defined | 2020-05-14 |