Dimensional Fund Advisors
RILY icon

Dimensional Fund Advisors’s BRC Group Holdings RILY Stock Holding History

Dimensional Fund Advisors’s Portfolio RILY Stock Details RILY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$590K Buy
+73,426
New +$624K ﹤0.01% 2947
2026
Q1 		– Sell
-96,948
Closed -$453K – 3282
2025
Q4 		$453K Sell
96,948
-1,130
-1% -$5.59K ﹤0.01% 2983
2025
Q3 		$586K Hold
98,078
– – ﹤0.01% 2966
2025
Q2 		$291K Hold
98,078
– – ﹤0.01% 3073
2025
Q1 		$380K Sell
98,078
-486
-0.5% -$2.2K ﹤0.01% 3034
2024
Q4 		$452K Hold
98,564
– – ﹤0.01% 3057
2024
Q3 		$518K Sell
98,564
-14,438
-13% -$160K ﹤0.01% 3033
2024
Q2 		$1.99M Sell
113,002
-11,830
-9% -$304K ﹤0.01% 2759
2024
Q1 		$2.64M Sell
124,832
-114,359
-48% -$2.3M ﹤0.01% 2729
2023
Q4 		$5.02M Sell
239,191
-26,260
-10% -$768K ﹤0.01% 2557
2023
Q3 		$10.9M Buy
265,451
+8,673
+3% +$427K ﹤0.01% 2207
2023
Q2 		$11.8M Sell
256,778
-13,360
-5% -$470K ﹤0.01% 2178
2023
Q1 		$7.67M Buy
+270,138
New +$10.2M ﹤0.01% 2331
2022
Q3 		$9.76M Buy
219,221
+47,143
+27% +$2.36M ﹤0.01% 2166
2022
Q2 		$7.27M Buy
172,078
+63,652
+59% +$3.34M ﹤0.01% 2328
2022
Q1 		$7.59M Buy
108,426
+6,319
+6% +$428K ﹤0.01% 2402
2021
Q4 		$9.07M Sell
102,107
-64,104
-39% -$4.69M ﹤0.01% 2345
2021
Q3 		$9.81M Buy
166,211
+32,441
+24% +$2.13M ﹤0.01% 2338
2021
Q2 		$10.1M Buy
+133,770
New +$9.36M ﹤0.01% 2354

Other funds holding RILY

EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Dimensional Fund Advisors's RILY Position: Q2 2026 in Review

Dimensional Fund Advisors opened a new position in BRC Group Holdings (RILY) in Q2 2026: 73,426 shares worth $590K. The stake represents ﹤0.01% of the portfolio and ranks #2947 among its holdings. This is a return to the name: Dimensional Fund Advisors previously reported a position in RILY as recently as Q4 2025.

Dimensional Fund Advisors first reported a position in RILY in Q2 2021 and has held it in 19 quarters since. The position peaked at $11.8M in Q2 2023. 93 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

  • Dimensional Fund Advisors held 73,426 shares of BRC Group Holdings worth $590K as of Q2 2026.
  • BRC Group Holdings was a new Dimensional Fund Advisors position in Q2 2026.
  • BRC Group Holdings made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2947 holding.
  • Dimensional Fund Advisors first reported a position in BRC Group Holdings in Q2 2021 and has held it in 19 quarters since.
  • Dimensional Fund Advisors's BRC Group Holdings position peaked at $11.8M in Q2 2023.
  • 93 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.