Lee Financial Co Q2 2026 Portfolio Activity: Major Sales in Large-Cap ETFs, New Positions in Dimensional Funds
Lee Financial Co managed a substantial portfolio valued at $778 million as of June 30th. The firm significantly reduced its holdings in large-cap index funds while establishing new positions with smaller Dimensional Exchange-Traded Fund Trusts.
By Insiderset.Jul 25, 2026, 10:03 AM
Lee Financial Co managed a substantial portfolio valued at $778 million as of June 30th. The firm significantly reduced its holdings in large-cap index funds while establishing new positions with smaller Dimensional Exchange-Traded Fund Trusts.