LRI Investments »

Dimensional Etf Trust shares owned by LRI Investments

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $25M 993k 24.86
2024-09-30 $25M 996k 25.23
2024-06-30 $25M 997k 25.42
2024-03-31 $25M 997k 25.44

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Assured Guaranty Stock (AGO)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Dimensional International Small Cap Value Etf Etf (DISV)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for LRI Investments

Top funds holding Dimensional Etf Trust

Colony
Envestnet Asset Management
LPL Financial
Geometric Wealth Advisors
Commonwealth Equity Services
Monograph Wealth Advisors
Glenmede Trust Company
Hanson McClain Advisors
Great Waters Wealth Management
Plan
Buckingham Strategic Partners
RFG Advisory
Brian McDonald
JFS Wealth Advisors
Assetmark

View all funds holding Dimensional Etf Trust