BRWA
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B. Riley Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

B. Riley Wealth Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$681K Buy
15,424
+431
+3% +$18.4K 0.04% 396
2026
Q1 		$567K Buy
14,993
+5
+0% +$201 0.04% 414
2025
Q4 		$593K Sell
14,988
-123
-0.8% -$4.8K 0.03% 467
2025
Q3 		$583K Sell
15,111
-576
-4% -$21.5K 0.03% 485
2025
Q2 		$562K Buy
+15,687
New +$523K 0.03% 492
2024
Q4 		$611K Sell
17,656
-10,075
-36% -$355K 0.02% 623
2024
Q3 		$947K Buy
27,731
+15,435
+126% +$510K 0.03% 513
2024
Q2 		$396K Sell
12,296
-472
-4% -$14.9K 0.01% 910
2024
Q1 		$335K Buy
12,768
+4,823
+61% +$146K 0.01% 993
2023
Q4 		$232K Sell
7,945
-4,823
-38% -$131K 0.01% 1180
2023
Q3 		$335K Buy
12,768
+358
+3% +$9.77K 0.01% 993
2023
Q2 		$337K Sell
12,410
-457
-4% -$11.8K 0.01% 1056
2023
Q1 		$328K Sell
12,867
-210
-2% -$5.32K 0.01% 1021
2022
Q4 		$318K Sell
13,077
-121
-0.9% -$2.94K 0.01% 1025
2022
Q3 		$294K Sell
13,198
-3,964
-23% -$97.3K 0.01% 1010
2022
Q2 		$400K Buy
17,162
+4,458
+35% +$113K 0.02% 749
2022
Q1 		$351K Sell
12,704
-1,047
-8% -$28.7K 0.01% 937
2021
Q4 		$399K Sell
13,751
-2,671
-16% -$75.4K 0.01% 934
2021
Q3 		$437K Sell
16,422
-673
-4% -$18.3K 0.01% 842
2021
Q2 		$462K Buy
+17,095
New +$454K 0.02% 806

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

B. Riley Wealth Advisors's DFAC Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.9% in Q2 2026, buying an estimated $18.4K and bringing the position to 15,424 shares worth $681K. The position accounts for 0.04% of the portfolio, ranked #396.

B. Riley Wealth Advisors first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $947K in Q3 2024. 281 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • B. Riley Wealth Advisors held 15,424 shares of Dimensional US Core Equity 2 ETF worth $681K as of Q2 2026.
  • B. Riley Wealth Advisors bought 431 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $18.4K.
  • Dimensional US Core Equity 2 ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #396 holding.
  • B. Riley Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • B. Riley Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $947K in Q3 2024.
  • 281 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.