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LRI Investments’s Dimensional US Small Cap ETF DFAS Stock Holding History

LRI Investments’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.5M Buy
227,424
+3,149
+1% +$201K 1.23% 14
2025
Q1 		$13.4M Buy
224,275
+217,299
+3,115% +$13M 1.29% 13
2024
Q4 		$454K Hold
6,976
– – 0.04% 149
2024
Q3 		$475K Buy
+6,976
New +$475K 0.05% 155