SEC 13F Intelligence

Lri Investments, LLC / DFAX

Lri Investments, LLC’s Dimensional Etf Trust Position

Does Lri Investments, LLC own Dimensional Etf Trust (DFAX)? Yes — 1.57M shares worth $53M (+4.73% of its 13F portfolio) as of Q1 2026, up from 1.43M shares the prior filed quarter.

Position Value
$53M
Q1 2026
Shares
1.57M
% of Portfolio
+4.73%
Quarters Held
9
currently held

Position History DFAX

Reported value by quarter
Q1 ’24: $25MQ1 ’24Q2 ’24: $25MQ3 ’24: $25MQ3 ’24Q4 ’24: $25MQ1 ’25: $29MQ1 ’25Q2 ’25: $37MQ3 ’25: $43MQ3 ’25Q4 ’25: $47MQ1 ’26: $53MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.57M$53M+4.73%
Q4 20251.43M$47M+3.78%
Q3 20251.38M$43M+3.54%
Q2 20251.25M$37M+3.13%
Q1 20251.10M$29M+2.79%
Q4 2024993.3K$25M+2.38%
Q3 2024996.1K$25M+2.44%
Q2 2024996.7K$25M+2.88%
Q1 2024997.3K$25M+6.41%

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 DFAX.