LBC
DFUV icon

Lowe Brockenbrough & Co’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Lowe Brockenbrough & Co’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$116K Sell
2,400
-181
-7% -$8.88K 0.01% 284
2025
Q4 		$120K Sell
2,581
-2
-0.1% -$91 0.01% 285
2025
Q3 		$115K Hold
2,583
– – 0.01% 295
2025
Q2 		$109K Buy
+2,583
New +$104K 0.01% 284

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Lowe Brockenbrough & Co reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 7% in Q1 2026, selling an estimated $8.88K and leaving 2,400 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #284.

Lowe Brockenbrough & Co first reported a position in DFUV in Q2 2025 and has held it in 4 quarters since. The position peaked at $120K in Q4 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Lowe Brockenbrough & Co held 2,400 shares of Dimensional US Marketwide Value ETF worth $116K as of Q1 2026.
  • Lowe Brockenbrough & Co sold 181 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $8.88K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #284 holding.
  • Lowe Brockenbrough & Co first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Lowe Brockenbrough & Co's Dimensional US Marketwide Value ETF position peaked at $120K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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