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LRI Investments’s Dimensional International Small Cap ETF DFIS Stock Holding History

LRI Investments’s Portfolio DFIS Stock Details DFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$141K Buy
4,023
+21
+0.5% +$752 0.01% 396
2026
Q1 		$135K Buy
4,002
+169
+4% +$5.88K 0.01% 356
2025
Q4 		$126K Buy
3,833
+97
+3% +$3.09K 0.01% 372
2025
Q3 		$118K Buy
3,736
+508
+16% +$15.6K 0.01% 387
2025
Q2 		$96.3K Buy
3,228
+1,022
+46% +$28.3K 0.01% 439
2025
Q1 		$57K Buy
2,206
+2
+0.1% +$51 0.01% 520
2024
Q4 		$54.1K Buy
2,204
+12
+0.5% +$305 0.01% 517
2024
Q3 		$54.4K Buy
+2,192
New +$56.2K 0.01% 500

Other funds holding DFIS

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

LRI Investments's DFIS Position: Q2 2026 in Review

LRI Investments increased its Dimensional International Small Cap ETF (DFIS) stake by 0.52% in Q2 2026, buying an estimated $752 and bringing the position to 4,023 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #396.

LRI Investments first reported a position in DFIS in Q3 2024 and has held it in 8 quarters since. 69 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • LRI Investments held 4,023 shares of Dimensional International Small Cap ETF worth $141K as of Q2 2026.
  • LRI Investments bought 21 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $752.
  • Dimensional International Small Cap ETF made up 0.01% of LRI Investments's portfolio in Q2 2026, its #396 holding.
  • LRI Investments first reported a position in Dimensional International Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 69 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

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