B. Riley Wealth Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

B. Riley Wealth Advisors’s Portfolio DFIC Stock Details DFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$262K	Sell	7,052 -68	-1%	-$2.55K	0.01%	671
2026 Q1	$246K	Sell	7,120 -805	-10%	-$29.3K	0.02%	645
2025 Q4	$273K	Sell	7,925 -126	-2%	-$4.21K	0.01%	737
2025 Q3	$264K	Sell	8,051 -536	-6%	-$17.1K	0.01%	769
2025 Q2	$267K	Buy	+8,587	New	+$252K	0.01%	757
2024 Q4	$244K	Sell	9,442 -2,133	-18%	-$57.2K	0.01%	953
2024 Q3	$324K	Buy	+11,575	New	+$314K	0.01%	920

Other funds holding DFIC

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return