Red Lighthouse Investment Management Q2 Portfolio Activity: Significant Buys and Minimal Sells Observed

As of June 30th, 2026, Red Lighthouse Investment Management's portfolio held a total value of $334,636,552 across 83 holdings. This quarter saw significant activity focused on Dimensional Fund Advisors products and other specific stocks.

The investor demonstrated strong buying interest in several Dimensional Fund portfolios during the second quarter:

• DFAI (Dimensional Intern Core) experienced a substantial increase of 22.39% in its share count, indicating renewed confidence or strategic allocation into this international core fund.
• DFPG (Dimensional Gbl Cre Pls Fxd Et) saw a significant boost of 10.06% in its position, suggesting an active accumulation strategy for global equity premium fixed income.
• VGT (Vanguard Information Technology ETF), despite being outside Dimensional's lineup, showed a massive 700.0% jump in shares and $1.48 million increase in value, highlighting an aggressive tilt towards information technology stocks.
• DFGR (Dimensional Global Real) increased by a considerable 25.33%, reflecting potential conviction in global real estate exposure during this period.
• DFAE (Dimensional Emerg Core), which saw an unprecedented 98.61% share increase, was also noted as a significant buy by the platform analyzing Red Lighthouse's activity.
• Prior large-cap holdings like AVUS and AVDV continued to see modest increases in allocation, reinforcing their importance within the portfolio structure.

Conversely, while most changes were buys, one Dimensional fund holding showed a slight reduction:

• DFAC (Dimensional U.S. Core) decreased by 0.54% in share count and value during the quarter.

The investor also added smaller, but still notable, positions:

• VTIP (Vanguard Short-Term Investment Grade Bonds) was initiated with a 0.68% allocation.
• A new position in DFCA (Dimensional California Master Trust Institutional Board) was established, albeit small at just 0.17% of the portfolio.

The overall portfolio allocation remains heavily weighted towards large-cap stocks and funds (Red Lighthouse Investment Management, LLC), with 85.01% invested in 'Unknown' sectors (likely encompassing Dimensional's core US and international holdings). Technology remains a significant sector within the portfolio.

In summary, Red Lighthouse Investment Management focused its buying activity on specific Dimensional Fund products (DFAI, DFPG, DFGR) and aggressively increased exposure to information technology through VGT. The slight decrease in DFPG's prior period allocation (DFAC) appears minor compared to the substantial inflows elsewhere.