SEC 13F Intelligence

Lri Investments, LLC / DISV

Lri Investments, LLC’s Dimensional Etf Trust Position

Does Lri Investments, LLC own Dimensional Etf Trust (DISV)? Yes — 418.6K shares worth $17M (+1.46% of its 13F portfolio) as of Q1 2026, down from 423.7K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
418.6K
% of Portfolio
+1.46%
Quarters Held
9
currently held

Position History DISV

Reported value by quarter
Q1 ’24: $12MQ1 ’24Q2 ’24: $13MQ3 ’24: $13MQ3 ’24Q4 ’24: $13MQ1 ’25: $13MQ1 ’25Q2 ’25: $14MQ3 ’25: $16MQ3 ’25Q4 ’25: $16MQ1 ’26: $17MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026418.6K$17M+1.46%
Q4 2025423.7K$16M+1.30%
Q3 2025436.6K$16M+1.28%
Q2 2025439.6K$14M+1.23%
Q1 2025445.1K$13M+1.25%
Q4 2024483.4K$13M+1.24%
Q3 2024478.3K$13M+1.24%
Q2 2024465.6K$13M+1.43%
Q1 2024449.8K$12M+3.09%

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 DISV.