LI
DFIV icon

LRI Investments’s Dimensional International Value ETF DFIV Stock Holding History

LRI Investments’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.8M Sell
384,826
-1,395
-0.4% -$76.7K 1.67% 10
2026
Q1 		$20.4M Sell
386,221
-1,448
-0.4% -$76.7K 1.81% 10
2025
Q4 		$19.3M Buy
387,669
+16,142
+4% +$767K 1.56% 12
2025
Q3 		$17.1M Buy
371,527
+3,668
+1% +$164K 1.4% 12
2025
Q2 		$15.8M Buy
367,859
+4,338
+1% +$177K 1.34% 11
2025
Q1 		$14.3M Buy
363,521
+338,135
+1,332% +$12.9M 1.38% 11
2024
Q4 		$901K Buy
25,386
+54
+0.2% +$1.98K 0.09% 89
2024
Q3 		$916K Buy
+25,332
New +$937K 0.09% 92

Other funds holding DFIV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

LRI Investments's DFIV Position: Q2 2026 in Review

LRI Investments reduced its Dimensional International Value ETF (DFIV) stake by 0.36% in Q2 2026, selling an estimated $76.7K and leaving 384,826 shares worth $20.8M. The position accounts for 1.67% of the portfolio, ranked #10.

LRI Investments first reported a position in DFIV in Q3 2024 and has held it in 8 quarters since. 447 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • LRI Investments held 384,826 shares of Dimensional International Value ETF worth $20.8M as of Q2 2026.
  • LRI Investments sold 1,395 Dimensional International Value ETF shares in Q2 2026, an estimated $76.7K.
  • Dimensional International Value ETF made up 1.67% of LRI Investments's portfolio in Q2 2026, its #10 holding.
  • LRI Investments first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 447 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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