Lri Investments
$1.1B Assets Reported
1,513 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | 2,342,199 | $227M | 20.1% |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 2,310,836 | $90M | 8.0% |
| DCOR | DIMENSIONAL US CORE EQUITY 1 ETF | 989,477 | $71M | 6.3% |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 1,573,458 | $53M | 4.7% |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 515,285 | $39M | 3.4% |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 844,333 | $33M | 2.9% |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 332,836 | $30M | 2.6% |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | 386,546 | $27M | 2.4% |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 544,342 | $26M | 2.3% |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 386,221 | $20M | 1.8% |
Track Lri Investments's 13F portfolio: $1.1B in reported holdings, 1,513 positions. Top holdings, AUM, and quarterly changes on SentiSense.