B. Riley Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
+15,687
| New | +$562K | 0.03% | 481 |
|
|
2024
Q4 | $611K | Sell |
17,656
-10,075
| -36% | -$348K | 0.02% | 623 |
|
|
2024
Q3 | $947K | Buy |
27,731
+15,435
| +126% | +$527K | 0.03% | 513 |
|
|
2024
Q2 | $396K | Sell |
12,296
-472
| -4% | -$15.2K | 0.01% | 910 |
|
|
2024
Q1 | $335K | Buy |
12,768
+4,823
| +61% | +$126K | 0.01% | 993 |
|
|
2023
Q4 | $232K | Sell |
7,945
-4,823
| -38% | -$141K | 0.01% | 1180 |
|
|
2023
Q3 | $335K | Buy |
12,768
+358
| +3% | +$9.38K | 0.01% | 993 |
|
|
2023
Q2 | $337K | Sell |
12,410
-457
| -4% | -$12.4K | 0.01% | 1056 |
|
|
2023
Q1 | $328K | Sell |
12,867
-210
| -2% | -$5.35K | 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% | -$88.3K | 0.01% | 1010 |
|
|
2022
Q2 | $400K | Buy |
17,162
+4,458
| +35% | +$104K | 0.02% | 749 |
|
|
2022
Q1 | $351K | Sell |
12,704
-1,047
| -8% | -$28.9K | 0.01% | 937 |
|
|
2021
Q4 | $399K | Sell |
13,751
-2,671
| -16% | -$77.5K | 0.01% | 934 |
|
|
2021
Q3 | $437K | Sell |
16,422
-673
| -4% | -$17.9K | 0.01% | 842 |
|
|
2021
Q2 | $462K | Buy |
+17,095
| New | +$462K | 0.02% | 806 |
|