B. Riley Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
+11,540
| New | +$735K | 0.03% | 404 |
|
|
2024
Q4 | $567K | Buy |
8,712
+49
| +0.6% | +$3.19K | 0.02% | 656 |
|
|
2024
Q3 | $552K | Sell |
8,663
-433
| -5% | -$27.6K | 0.02% | 711 |
|
|
2024
Q2 | $546K | Buy |
9,096
+1,804
| +25% | +$108K | 0.01% | 777 |
|
|
2024
Q1 | $383K | Buy |
7,292
+162
| +2% | +$8.5K | 0.01% | 931 |
|
|
2023
Q4 | $425K | Sell |
7,130
-162
| -2% | -$9.66K | 0.01% | 902 |
|
|
2023
Q3 | $383K | Buy |
+7,292
| New | +$383K | 0.01% | 931 |
|