SEC 13F Intelligence

Lri Investments, LLC / DFIV

Lri Investments, LLC’s Dimensional Etf Trust Position

Does Lri Investments, LLC own Dimensional Etf Trust (DFIV)? Yes — 386.2K shares worth $20M (+1.81% of its 13F portfolio) as of Q1 2026, down from 387.7K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
386.2K
% of Portfolio
+1.81%
Quarters Held
7
currently held

Position History DFIV

Reported value by quarter
Q3 ’24: $915,770Q3 ’24Q4 ’24: $900,687Q4 ’24Q1 ’25: $14MQ1 ’25Q2 ’25: $16MQ2 ’25Q3 ’25: $17MQ3 ’25Q4 ’25: $19MQ4 ’25Q1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026386.2K$20M+1.81%
Q4 2025387.7K$19M+1.56%
Q3 2025371.5K$17M+1.40%
Q2 2025367.9K$16M+1.34%
Q1 2025363.5K$14M+1.38%
Q4 202425.4K$900,687+0.09%
Q3 202425.3K$915,770+0.09%

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 DFIV.