Lri Investments
$1.2B 13F equity value
2,020 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lri Investments covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | 2,335,268 | $231M | 18.6% |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 2,298,403 | $102M | 8.2% |
| DCOR | DIMENSIONAL US CORE EQUITY 1 ETF | 1,071,907 | $88M | 7.1% |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 1,783,165 | $66M | 5.3% |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 525,305 | $44M | 3.5% |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 837,560 | $35M | 2.8% |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 330,573 | $32M | 2.6% |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 542,430 | $30M | 2.4% |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | 386,413 | $28M | 2.3% |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 384,826 | $21M | 1.7% |
Track Lri Investments's 13F portfolio: $1.2B in reported holdings, 2,020 positions. Top holdings and quarterly changes on SentiSense.
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