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B. Riley Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

B. Riley Wealth Advisors’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$495K Buy
6,044
+7
+0.1% +$542 0.03% 478
2026
Q1 		$418K Sell
6,037
-6,884
-53% -$505K 0.03% 483
2025
Q4 		$900K Buy
12,921
+29
+0.2% +$2K 0.04% 369
2025
Q3 		$883K Buy
12,892
+1,352
+12% +$90.2K 0.04% 369
2025
Q2 		$735K Buy
+11,540
New +$692K 0.03% 415
2024
Q4 		$567K Buy
8,712
+49
+0.6% +$3.28K 0.02% 656
2024
Q3 		$552K Sell
8,663
-433
-5% -$27.1K 0.02% 711
2024
Q2 		$546K Buy
9,096
+1,804
+25% +$109K 0.01% 777
2024
Q1 		$383K Buy
7,292
+162
+2% +$9.59K 0.01% 931
2023
Q4 		$425K Sell
7,130
-162
-2% -$8.68K 0.01% 902
2023
Q3 		$383K Buy
+7,292
New +$402K 0.01% 931

Other funds holding DFAS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 0.12% in Q2 2026, buying an estimated $542 and bringing the position to 6,044 shares worth $495K. The position accounts for 0.03% of the portfolio, ranked #478.

B. Riley Wealth Advisors first reported a position in DFAS in Q3 2023 and has held it in 11 quarters since. The position peaked at $900K in Q4 2025. 213 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • B. Riley Wealth Advisors held 6,044 shares of Dimensional US Small Cap ETF worth $495K as of Q2 2026.
  • B. Riley Wealth Advisors bought 7 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $542.
  • Dimensional US Small Cap ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #478 holding.
  • B. Riley Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • B. Riley Wealth Advisors's Dimensional US Small Cap ETF position peaked at $900K in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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