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
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
+68,668
+34% +$2.6M ﹤0.01% 2331
2022
Q4 		$6.89K Sell
201,470
-17,751
-8% -$744K ﹤0.01% 2356
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

DT
DBA Trading Fort Lauderdale, Florida $199M AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Dimensional Fund Advisors's RILY Position: Q1 2026 in Review

Dimensional Fund Advisors sold out of BRC Group Holdings (RILY) in Q1 2026, closing a stake of 96,948 shares — an estimated $453K sold.

Dimensional Fund Advisors first reported a position in RILY in Q2 2021 and held it in 19 quarters. The position peaked at $11.8M in Q2 2023. 79 funds tracked by Wall St. Rank hold RILY as of Q1 2026.

  • Dimensional Fund Advisors reported no remaining BRC Group Holdings position as of Q1 2026 after selling out during the quarter.
  • Dimensional Fund Advisors sold 96,948 BRC Group Holdings shares in Q1 2026, an estimated $453K.
  • Dimensional Fund Advisors first reported a position in BRC Group Holdings in Q2 2021 and held it in 19 quarters.
  • Dimensional Fund Advisors's BRC Group Holdings position peaked at $11.8M in Q2 2023.
  • 79 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.