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Dimensional Etf Trust shares owned by LRI Investments

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) 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 $2.6M 41k 63.75
2024-09-30 $2.6M 41k 64.72
2024-06-30 $2.4M 41k 58.85
2024-03-31 $2.3M 41k 56.98

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

Prudential Financial
Colony
Index Fund Advisors
Plan
Envestnet Asset Management
Creative Planning
Sax Wealth Advisors
Great Waters Wealth Management
LPL Financial
Zhang Financial
TCI Wealth Advisors
Root Financial Partners
Life Planning Partners
Mercer Global Advisors
Buckingham Strategic Partners

View all funds holding Dimensional Etf Trust