Lowe Brockenbrough & Co
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Lowe Brockenbrough & Co’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Lowe Brockenbrough & Co’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$80K Buy
971
+21
+2% +$1.63K ﹤0.01% 295
2026
Q1 		$67.6K Sell
950
-150
-14% -$11K ﹤0.01% 291
2025
Q4 		$76.6K Sell
1,100
-150
-12% -$10.3K ﹤0.01% 292
2025
Q3 		$85.6K Hold
1,250
– – ﹤0.01% 299
2025
Q2 		$79.6K Buy
+1,250
New +$74.9K ﹤0.01% 289

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Lowe Brockenbrough & Co's DFAS Position: Q2 2026 in Review

Lowe Brockenbrough & Co increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 2.2% in Q2 2026, buying an estimated $1.63K and bringing the position to 971 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Lowe Brockenbrough & Co first reported a position in DFAS in Q2 2025 and has held it in 5 quarters since. The position peaked at $85.6K in Q3 2025. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Lowe Brockenbrough & Co held 971 shares of U.S. Small Cap Portfolio ETF Class Shares worth $80K as of Q2 2026.
  • Lowe Brockenbrough & Co bought 21 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.63K.
  • U.S. Small Cap Portfolio ETF Class Shares made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #295 holding.
  • Lowe Brockenbrough & Co first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
  • Lowe Brockenbrough & Co's U.S. Small Cap Portfolio ETF Class Shares position peaked at $85.6K in Q3 2025.
  • 917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

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