Position in LPLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$231,145,198
-$14,442,484 QoQ
Shares Held
820,595
+0.5% QoQ
Ownership
1.04%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#26
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 14%
None 7%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $6,615,956,269 across 37 Capital Markets names. LPLA ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,872,835 | $1,894,129,132 | |
| 2 | MS |
Morgan Stanley
|
7,023,920 | $1,468,280,235 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,309,493 | $582,176,917 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,789,915 | $279,772,674 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
820,595 | $231,145,198 | |
| 6 | SF |
Stifel Financial Corp
|
2,902,428 | $202,502,398 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,479,350 | $195,868,649 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
6,987,744 | $191,324,429 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,145,198 | 820,595 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $245,587,682 | 816,367 | Shares | Sole | 2026-05-07 | |
| 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 | $143,292,317 | 707,966 | 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 | |
| 2020-12-31 | $99,942,498 | 958,957 | Shares | Defined | 2021-03-08 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||