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 Q2	$1.42M	Hold	31,964	–	–	0.06%	159
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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 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: Q2 2026 in Review

Lowe Brockenbrough & Co held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 31,964 shares worth $1.42M. The position accounts for 0.06% of the portfolio, ranked #159.

Lowe Brockenbrough & Co first reported a position in DFAC in Q3 2024 and has held it in 8 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Lowe Brockenbrough & Co held 31,964 shares of Dimensional US Core Equity 2 ETF worth $1.42M as of Q2 2026.
Lowe Brockenbrough & Co left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.06% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #159 holding.
Lowe Brockenbrough & Co first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and has held it in 8 quarters since.
1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.