SEC 13F Intelligence

Lri Investments, LLC / DFUV

Lri Investments, LLC’s Dimensional Etf Trust Position

Does Lri Investments, LLC own Dimensional Etf Trust (DFUV)? Yes — 544.3K shares worth $26M (+2.34% of its 13F portfolio) as of Q1 2026, down from 546.8K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
544.3K
% of Portfolio
+2.34%
Quarters Held
9
currently held

Position History DFUV

Reported value by quarter
Q1 ’24: $360,493Q1 ’24Q2 ’24: $346,126Q3 ’24: $968,245Q3 ’24Q4 ’24: $915,871Q1 ’25: $22MQ1 ’25Q2 ’25: $23MQ3 ’25: $24MQ3 ’25Q4 ’25: $25MQ1 ’26: $26MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026544.3K$26M+2.34%
Q4 2025546.8K$25M+2.06%
Q3 2025547.9K$24M+2.00%
Q2 2025549.8K$23M+1.97%
Q1 2025530.1K$22M+2.11%
Q4 202422.4K$915,871+0.09%
Q3 202422.4K$968,245+0.09%
Q2 20248.8K$346,126+0.04%
Q1 20248.8K$360,493+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 DFUV.