Lowe Brockenbrough & Co’s Dimensional US Small Cap ETF 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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Lowe Brockenbrough & Co increased its Dimensional US Small Cap ETF (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. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

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

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