Lowe Brockenbrough & Co’s Dimensional US Equity ETF DFUS Stock Holding History

Lowe Brockenbrough & Co’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$716K	Sell	8,736 -1,798	-17%	-$142K	0.03%	199
2026 Q1	$747K	Hold	10,534	–	–	0.04%	197
2025 Q4	$781K	Hold	10,534	–	–	0.04%	191
2025 Q3	$763K	Hold	10,534	–	–	0.04%	190
2025 Q2	$706K	Sell	10,534 -1,061	-9%	-$65.7K	0.04%	197
2025 Q1	$701K	Hold	11,595	–	–	0.05%	195
2024 Q4	$739K	Hold	11,595	–	–	0.05%	194
2024 Q3	$721K	Buy	11,595 +6,264	+118%	+$375K	0.05%	200
2024 Q2	$314K	Hold	5,331	–	–	0.02%	235
2024 Q1	$304K	Sell	5,331 -6,264	-54%	-$339K	0.02%	238
2023 Q4	$601K	Buy	11,595 +6,264	+118%	+$303K	0.05%	202
2023 Q3	$248K	Hold	5,331	–	–	0.02%	248
2023 Q2	$257K	Hold	5,331	–	–	0.02%	251
2023 Q1	$237K	Hold	5,331	–	–	0.02%	252
2022 Q4	$222K	Hold	5,331	–	–	0.02%	250
2022 Q3	$207K	Hold	5,331	–	–	0.02%	249
2022 Q2	$217K	Hold	5,331	–	–	0.02%	254
2022 Q1	$261K	Hold	5,331	–	–	0.02%	252
2021 Q4	$276K	Hold	5,331	–	–	0.02%	229
2021 Q3	$251K	Buy	+5,331	New	+$258K	0.02%	251

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

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

IFA

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Lowe Brockenbrough & Co reduced its Dimensional US Equity ETF (DFUS) stake by 17% in Q2 2026, selling an estimated $142K and leaving 8,736 shares worth $716K. The position accounts for 0.03% of the portfolio, ranked #199.

Lowe Brockenbrough & Co first reported a position in DFUS in Q3 2021 and has held it in 20 quarters since. The position peaked at $781K in Q4 2025. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Lowe Brockenbrough & Co held 8,736 shares of Dimensional US Equity ETF worth $716K as of Q2 2026.
Lowe Brockenbrough & Co sold 1,798 Dimensional US Equity ETF shares in Q2 2026, an estimated $142K.
Dimensional US Equity ETF made up 0.03% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #199 holding.
Lowe Brockenbrough & Co first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 20 quarters since.
Lowe Brockenbrough & Co's Dimensional US Equity ETF position peaked at $781K in Q4 2025.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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