Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LRI Investments, LLC (CIK 2023325) reported $1.13B across 1,402 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ARES ($227.1M, 20.12%), DFAC ($89.8M, 7.95%), DCOR ($71.3M, 6.32%), DFAX ($53.5M, 4.73%), VEU ($38.7M, 3.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $227.1M | 20.12% | 2.3M | Trimmed |
| 2 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $89.8M | 7.95% | 2.3M | Trimmed |
| 3 | DCOR | DIMENSIONAL US CORE EQUITY 1 ETF | $71.3M | 6.32% | 989,477 | Added |
| 4 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $53.5M | 4.73% | 1.6M | Added |
| 5 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $38.7M | 3.43% | 515,285 | Added |
| 6 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $32.9M | 2.91% | 844,333 | Trimmed |
| 7 | DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $29.7M | 2.63% | 332,836 | Trimmed |
| 8 | DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $27.0M | 2.39% | 386,546 | Hold |
| 9 | DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $26.4M | 2.34% | 544,342 | Trimmed |
| 10 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $20.4M | 1.81% | 386,221 | Trimmed |
| 11 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | $17.9M | 1.59% | 252,204 | Added |
| 12 | AAPL | APPLE INC COM | $17.7M | 1.57% | 69,914 | Trimmed |
| 13 | VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $16.6M | 1.47% | 219,148 | Added |
| 14 | DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $16.5M | 1.46% | 418,585 | Trimmed |
| 15 | DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $15.8M | 1.40% | 193,374 | Trimmed |
| 16 | VNQ | VANGUARD REAL ESTATE ETF | $14.6M | 1.29% | 164,784 | Trimmed |
| 17 | RTX | RTX CORPORATION COM | $14.0M | 1.24% | 72,816 | Trimmed |
| 18 | AGO | ASSURED GUARANTY LTD COM | $13.9M | 1.23% | 170,065 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION COM | $12.4M | 1.10% | 71,105 | Added |
| 20 | DFAR | DIMENSIONAL US REAL ESTATE ETF | $10.9M | 0.97% | 462,365 | Added |
| 21 | MSFT | MICROSOFT CORP COM | $9.8M | 0.87% | 52,725 | Trimmed |
| 22 | AMZN | AMAZON COM INC COM | $9.4M | 0.83% | 66,098 | Trimmed |
| 23 | AVUS | AVANTIS U.S. EQUITY ETF | $8.8M | 0.78% | 79,583 | Trimmed |
| 24 | VAW | VANGUARD MATERIALS ETF | $6.4M | 0.57% | 28,475 | Added |
| 25 | SPY | STATE STREET SPDR S&P 500 ETF | $6.3M | 0.56% | 9,700 | Added |
Source: SEC Form 13F filings · as of 2026-03-31