LBC
DFUS

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
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
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lowe Brockenbrough & Co's DFUS Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 10,534 shares worth $747K. The position accounts for 0.04% of the portfolio, ranked #197.

Lowe Brockenbrough & Co first reported a position in DFUS in Q3 2021 and has held it in 19 quarters since. The position peaked at $781K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Lowe Brockenbrough & Co held 10,534 shares of Dimensional US Equity ETF worth $747K as of Q1 2026.
  • Lowe Brockenbrough & Co left its Dimensional US Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Equity ETF made up 0.04% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #197 holding.
  • Lowe Brockenbrough & Co first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 19 quarters since.
  • Lowe Brockenbrough & Co's Dimensional US Equity ETF position peaked at $781K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.