LBC
DFSD

Lowe Brockenbrough & Co’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Lowe Brockenbrough & Co’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$77 – 333
2025
Q3 		$77 Hold
2
– – ﹤0.01% 333
2025
Q2 		$77 Buy
+2
New +$95 ﹤0.01% 313

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Lowe Brockenbrough & Co's DFSD Position: Q4 2025 in Review

Lowe Brockenbrough & Co sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2025, closing a stake of 2 shares — an estimated $77 sold.

Lowe Brockenbrough & Co first reported a position in DFSD in Q2 2025 and held it in 2 quarters. The position peaked at $77 in Q3 2025. 408 funds tracked by Wall St. Rank hold DFSD as of Q4 2025.

  • Lowe Brockenbrough & Co reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 2 Dimensional Short-Duration Fixed Income ETF shares in Q4 2025, an estimated $77.
  • Lowe Brockenbrough & Co first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2025 and held it in 2 quarters.
  • Lowe Brockenbrough & Co's Dimensional Short-Duration Fixed Income ETF position peaked at $77 in Q3 2025.
  • 408 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2025.

Based on Lowe Brockenbrough & Co's 13F filing for Q4 2025, filed 11 Feb 2026.