LI
DFSU

LRI Investments’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

LRI Investments’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$164K Hold
3,514
– – 0.01% 364
2026
Q1 		$144K Hold
3,514
– – 0.01% 342
2025
Q4 		$153K Hold
3,514
– – 0.01% 343
2025
Q3 		$149K Hold
3,514
– – 0.01% 345
2025
Q2 		$138K Buy
3,514
+95
+3% +$3.46K 0.01% 364
2025
Q1 		$122K Hold
3,419
– – 0.01% 374
2024
Q4 		$130K Buy
3,419
+378
+12% +$14.5K 0.01% 368
2024
Q3 		$118K Hold
3,041
– – 0.01% 377
2024
Q2 		$106K Hold
3,041
– – 0.01% 371
2024
Q1 		$105K Buy
+3,041
New +$98.8K 0.03% 198

Other funds holding DFSU

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

LRI Investments's DFSU Position: Q2 2026 in Review

LRI Investments held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2026 at 3,514 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #364.

LRI Investments first reported a position in DFSU in Q1 2024 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • LRI Investments held 3,514 shares of Dimensional US Sustainability Core 1 ETF worth $164K as of Q2 2026.
  • LRI Investments left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.01% of LRI Investments's portfolio in Q2 2026, its #364 holding.
  • LRI Investments first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • 137 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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