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LRI Investments’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

LRI Investments’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.7K Hold
1,036
– – ﹤0.01% 585
2026
Q1 		$35.1K Buy
1,036
+106
+11% +$3.71K ﹤0.01% 575
2025
Q4 		$30.3K Buy
930
+55
+6% +$1.77K ﹤0.01% 624
2025
Q3 		$27.6K Buy
875
+251
+40% +$7.56K ﹤0.01% 653
2025
Q2 		$18.1K Buy
+624
New +$16.7K ﹤0.01% 730

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

LRI Investments's DFAE Position: Q2 2026 in Review

LRI Investments held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q2 2026 at 1,036 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

LRI Investments first reported a position in DFAE in Q2 2025 and has held it in 5 quarters since. 376 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • LRI Investments held 1,036 shares of Dimensional Emerging Core Equity Market ETF worth $41.7K as of Q2 2026.
  • LRI Investments left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #585 holding.
  • LRI Investments first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 376 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.