LI
DFUS

LRI Investments’s Dimensional US Equity ETF DFUS Stock Holding History

LRI Investments’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.27M Buy
39,851
+36
+0.1% +$2.85K 0.26% 48
2026
Q1 		$2.82M Buy
39,815
+95
+0.2% +$7.04K 0.25% 49
2025
Q4 		$2.95M Sell
39,720
-1,206
-3% -$88.6K 0.24% 46
2025
Q3 		$2.96M Buy
40,926
+44
+0.1% +$3.06K 0.24% 45
2025
Q2 		$2.74M Buy
40,882
+227
+0.6% +$14.1K 0.23% 44
2025
Q1 		$2.46M Hold
40,655
– – 0.24% 43
2024
Q4 		$2.59M Hold
40,655
– – 0.25% 35
2024
Q3 		$2.63M Hold
40,655
– – 0.26% 34
2024
Q2 		$2.39M Buy
40,655
+199
+0.5% +$11.3K 0.27% 31
2024
Q1 		$2.31M Buy
+40,456
New +$2.19M 0.58% 24

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

LRI Investments's DFUS Position: Q2 2026 in Review

LRI Investments increased its Dimensional US Equity ETF (DFUS) stake by 0.09% in Q2 2026, buying an estimated $2.85K and bringing the position to 39,851 shares worth $3.27M. The position accounts for 0.26% of the portfolio, ranked #48.

LRI Investments first reported a position in DFUS in Q1 2024 and has held it in 10 quarters since. 432 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • LRI Investments held 39,851 shares of Dimensional US Equity ETF worth $3.27M as of Q2 2026.
  • LRI Investments bought 36 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.85K.
  • Dimensional US Equity ETF made up 0.26% of LRI Investments's portfolio in Q2 2026, its #48 holding.
  • LRI Investments first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 432 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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