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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$583K Sell
2025
Q2
$562K Buy
2024
Q4
$611K Sell
2024
Q3
$947K Buy
2024
Q2
$396K Sell
2024
Q1
$335K Buy
2023
Q4
$232K Sell
2023
Q3
$335K Buy
2023
Q2
$337K Sell
2023
Q1
$328K Sell
2022
Q4
$318K Sell
2022
Q3
$294K Sell
2022
Q2
$400K Buy
2022
Q1
$351K Sell
2021
Q4
$399K Sell
2021
Q3
$437K Sell
2021
Q2
$462K Buy