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Lowe Brockenbrough & Co’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Lowe Brockenbrough & Co’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.24M Hold
31,964
– – 0.06% 163
2025
Q4 		$1.27M Hold
31,964
– – 0.06% 161
2025
Q3 		$1.23M Hold
31,964
– – 0.06% 167
2025
Q2 		$1.15M Hold
31,964
– – 0.06% 169
2025
Q1 		$1.05M Hold
31,964
– – 0.07% 172
2024
Q4 		$1.11M Hold
31,964
– – 0.07% 167
2024
Q3 		$1.1M Buy
+31,964
New +$1.06M 0.07% 172

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Lowe Brockenbrough & Co's DFAC Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 31,964 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #163.

Lowe Brockenbrough & Co first reported a position in DFAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Lowe Brockenbrough & Co held 31,964 shares of Dimensional US Core Equity 2 ETF worth $1.24M as of Q1 2026.
  • Lowe Brockenbrough & Co left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity 2 ETF made up 0.06% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #163 holding.
  • Lowe Brockenbrough & Co first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and has held it in 7 quarters since.
  • Lowe Brockenbrough & Co's Dimensional US Core Equity 2 ETF position peaked at $1.27M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.