SEC 13F Intelligence

Lri Investments, LLC / DFAI

Lri Investments, LLC’s Dimensional Etf Trust Position

Does Lri Investments, LLC own Dimensional Etf Trust (DFAI)? Yes — 844.3K shares worth $33M (+2.91% of its 13F portfolio) as of Q1 2026, down from 855.3K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
844.3K
% of Portfolio
+2.91%
Quarters Held
9
currently held

Position History DFAI

Reported value by quarter
Q1 ’24: $24MQ1 ’24Q2 ’24: $24MQ3 ’24: $25MQ3 ’24Q4 ’24: $26MQ1 ’25: $28MQ1 ’25Q2 ’25: $31MQ3 ’25: $33MQ3 ’25Q4 ’25: $33MQ1 ’26: $33MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026844.3K$33M+2.91%
Q4 2025855.3K$33M+2.63%
Q3 2025896.0K$33M+2.67%
Q2 2025902.4K$31M+2.65%
Q1 2025893.7K$28M+2.70%
Q4 2024895.0K$26M+2.52%
Q3 2024850.0K$25M+2.45%
Q2 2024818.2K$24M+2.76%
Q1 2024799.7K$24M+6.10%

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 DFAI.