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Dimensional Etf Trust shares owned by LRI Investments

Quarter-by-quarter ownership of Dimensional Etf Trust (DFLV) 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

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Quarterly reported holdings in Dimensional Etf Trust by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.3M 211k 30.03
2024-09-30 $6.3M 198k 31.91
2024-06-30 $5.4M 186k 28.91
2024-03-31 $5.1M 170k 29.99

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

Savant Capital Management
EP Wealth Advisors
CI Private Wealth
Foster Group
Mosaic Family Wealth Partners
Pathstone Holdings
Truepoint
DiNuzzo Private Wealth
Cable Hill Partners
Summit Financial Strategies
WPWealth
HighTower Advisors
H D Vest Advisory Services
Phillips Financial Management
Resources Investment Advisors

View all funds holding Dimensional Etf Trust