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LRI Investments’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

LRI Investments’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.59M Sell
50,010
-457
-0.9% -$22.9K 0.21% 59
2026
Q1 		$2.28M Sell
50,467
-1,261
-2% -$59.3K 0.2% 57
2025
Q4 		$2.42M Sell
51,728
-870
-2% -$40.3K 0.2% 57
2025
Q3 		$2.41M Sell
52,598
-403
-0.8% -$17.8K 0.2% 56
2025
Q2 		$2.25M Sell
53,001
-29
-0.1% -$1.14K 0.19% 51
2025
Q1 		$2.04M Sell
53,030
-280
-0.5% -$11.4K 0.2% 55
2024
Q4 		$2.16M Sell
53,310
-438
-0.8% -$17.9K 0.21% 41
2024
Q3 		$2.22M Buy
53,748
+95
+0.2% +$3.63K 0.22% 41
2024
Q2 		$2.01M Sell
53,653
-205
-0.4% -$7.45K 0.23% 38
2024
Q1 		$1.97M Buy
+53,858
New +$1.87M 0.5% 31

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

LRI Investments's DFAU Position: Q2 2026 in Review

LRI Investments reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.91% in Q2 2026, selling an estimated $22.9K and leaving 50,010 shares worth $2.59M. The position accounts for 0.21% of the portfolio, ranked #59.

LRI Investments first reported a position in DFAU in Q1 2024 and has held it in 10 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • LRI Investments held 50,010 shares of Dimensional US Core Equity Market ETF worth $2.59M as of Q2 2026.
  • LRI Investments sold 457 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $22.9K.
  • Dimensional US Core Equity Market ETF made up 0.21% of LRI Investments's portfolio in Q2 2026, its #59 holding.
  • LRI Investments first reported a position in Dimensional US Core Equity Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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