LI
DFSI

LRI Investments’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

LRI Investments’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$139K Hold
3,077
– – 0.01% 403
2026
Q1 		$130K Hold
3,077
– – 0.01% 364
2025
Q4 		$132K Hold
3,077
– – 0.01% 362
2025
Q3 		$126K Hold
3,077
– – 0.01% 377
2025
Q2 		$121K Hold
3,077
– – 0.01% 390
2025
Q1 		$107K Hold
3,077
– – 0.01% 408
2024
Q4 		$101K Buy
3,077
+1,550
+102% +$52.8K 0.01% 417
2024
Q3 		$50.9K Hold
1,527
– – ﹤0.01% 505
2024
Q2 		$50.3K Hold
1,527
– – 0.01% 474
2024
Q1 		$51.4K Buy
+1,527
New +$49.4K 0.01% 265

Other funds holding DFSI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

LRI Investments's DFSI Position: Q2 2026 in Review

LRI Investments held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q2 2026 at 3,077 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #403.

LRI Investments first reported a position in DFSI in Q1 2024 and has held it in 10 quarters since. 54 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • LRI Investments held 3,077 shares of Dimensional International Sustainability Core 1 ETF worth $139K as of Q2 2026.
  • LRI Investments left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional International Sustainability Core 1 ETF made up 0.01% of LRI Investments's portfolio in Q2 2026, its #403 holding.
  • LRI Investments first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • 54 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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