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DIMENSIONAL FUND ADVISORS LP: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIMENSIONAL FUND ADVISORS LP on LPLA, newest first. How the timeline and the estimate are built.

DIMENSIONAL FUND ADVISORS LP held 820,595 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 820,595 shares
    Change vs previous 13F +4,228 shares

    0.04% of the 13F portfolio, value $231,074,229.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 816,367 shares
    Change vs previous 13F +28,025 shares

    0.05% of the 13F portfolio, value $245,600,489.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 788,342 shares
    Change vs previous 13F -59,474 shares

    0.06% of the 13F portfolio, value $281,581,283.

    13F-HR 0000354204-26-000347 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 847,816 shares
    Change vs previous 13F -16,173 shares

    0.06% of the 13F portfolio, value $282,100,118.

    13F-HR 0000354204-25-001337 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 863,989 shares
    Change vs previous 13F +21,050 shares

    0.07% of the 13F portfolio, value $323,923,916.

    13F-HR 0000354204-25-001097 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 842,939 shares
    Change vs previous 13F -3,128 shares

    0.07% of the 13F portfolio, value $275,788,876.

    13F-HR 0000354204-25-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 846,067 shares
    Change vs previous 13F +45,476 shares

    0.07% of the 13F portfolio, value $276,255,617.

    13F-HR 0000354204-25-000528 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 800,591 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $186,233,312.

    13F-HR 0000354204-24-004773 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).