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LRI Investments’s Dimensional US Real Estate ETF DFAR Stock Holding History

LRI Investments’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.6M Buy
518,972
+56,607
+12% +$1.45M 1.09% 18
2026
Q1 		$10.9M Buy
462,365
+109,578
+31% +$2.63M 0.97% 20
2025
Q4 		$8.08M Buy
352,787
+92,110
+35% +$2.16M 0.65% 23
2025
Q3 		$6.22M Buy
260,677
+112,445
+76% +$2.65M 0.51% 24
2025
Q2 		$3.48M Buy
148,232
+94,159
+174% +$2.19M 0.3% 38
2025
Q1 		$1.29M Buy
+54,073
New +$1.28M 0.12% 79

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

LRI Investments's DFAR Position: Q2 2026 in Review

LRI Investments increased its Dimensional US Real Estate ETF (DFAR) stake by 12% in Q2 2026, buying an estimated $1.45M and bringing the position to 518,972 shares worth $13.6M. The position accounts for 1.09% of the portfolio, ranked #18.

LRI Investments first reported a position in DFAR in Q1 2025 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • LRI Investments held 518,972 shares of Dimensional US Real Estate ETF worth $13.6M as of Q2 2026.
  • LRI Investments bought 56,607 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $1.45M.
  • Dimensional US Real Estate ETF made up 1.09% of LRI Investments's portfolio in Q2 2026, its #18 holding.
  • LRI Investments first reported a position in Dimensional US Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

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