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
Q2 		$132K Hold
2,400
– – 0.01% 290
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 $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Lowe Brockenbrough & Co held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 2,400 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #290.

Lowe Brockenbrough & Co first reported a position in DFUV in Q2 2025 and has held it in 5 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Lowe Brockenbrough & Co held 2,400 shares of Dimensional US Marketwide Value ETF worth $132K as of Q2 2026.
  • Lowe Brockenbrough & Co left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #290 holding.
  • Lowe Brockenbrough & Co first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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