SEC 13F Intelligence

Lri Investments, LLC / DFAC

Lri Investments, LLC’s Dimensional Etf Trust Position

Does Lri Investments, LLC own Dimensional Etf Trust (DFAC)? Yes — 2.31M shares worth $90M (+7.95% of its 13F portfolio) as of Q1 2026, down from 2.33M shares the prior filed quarter.

Position Value
$90M
Q1 2026
Shares
2.31M
% of Portfolio
+7.95%
Quarters Held
9
currently held

Position History DFAC

Reported value by quarter
Q1 ’24: $75MQ1 ’24Q2 ’24: $78MQ3 ’24: $88MQ3 ’24Q4 ’24: $86MQ1 ’25: $80MQ1 ’25Q2 ’25: $86MQ3 ’25: $92MQ3 ’25Q4 ’25: $92MQ1 ’26: $90MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.31M$90M+7.95%
Q4 20252.33M$92M+7.46%
Q3 20252.38M$92M+7.52%
Q2 20252.40M$86M+7.30%
Q1 20252.41M$80M+7.68%
Q4 20242.48M$86M+8.28%
Q3 20242.47M$88M+8.55%
Q2 20242.42M$78M+8.87%
Q1 20242.36M$75M+19.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lri Investments, LLC’s full portfolio or all institutional holders of DFAC.