DIMENSIONAL FUND ADVISORS LP

Position in RILY — BRC Group Holdings, Inc.

CIK 354204 AUSTIN, TX

Position in RILY

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$590,345

+$137,600 QoQ

Shares Held

73,426

-24.3% QoQ

Ownership

0.183%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#32

of 95 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 86% Shared 14% None 0%

Financial Services · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $370,739,833 across 5 Financial Conglomerates names. RILY ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VOYA	Voya Financial, Inc.	2,819,663	$255,264,089
2	HTH	Hilltop Holdings Inc.	2,615,508	$101,429,399
3	TREE	LendingTree, Inc.	297,357	$13,169,940
4	RILY	BRC Group Holdings, Inc. This page	73,426	$590,345
5	IX	Orix Corp	7,520	$286,060

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$590,345	73,426	-24.3%	Shares	Sole	2026-08-11
2025-12-31	$452,745	96,948	-1.2%	Shares	Sole	2026-02-12
2025-09-30	$586,505	98,078	0.0%	Shares	Sole	2025-11-12
2025-06-30	$291,290	98,078	0.0%	Shares	Sole	2025-08-12
2025-03-31	$379,559	98,078	-0.5%	Shares	Sole	2025-05-13
2024-12-31	$452,406	98,564	0.0%	Shares	Defined	2025-02-13
2024-09-30	$517,459	98,564	-12.8%	Shares	Sole	2024-11-07
2024-06-30	$1,993,354	113,002	-9.5%	Shares	Sole	2024-08-09
2024-03-31	$2,642,690	124,832	-47.8%	Shares	Sole	2024-05-10
2023-12-31	$5,020,617	239,191	-9.9%	Shares	Sole	2024-02-07
2023-09-30	$10,880,834	265,451	+3.4%	Shares	Sole	2023-11-09
2023-06-30	$11,806,651	256,778	-4.9%	Shares	Sole	2023-08-09
2023-03-31	$7,669,216	270,138	+34.1%	Shares	Sole	2023-05-12
2022-12-31	$6,890,271	201,470	-8.1%	Shares	Sole	2023-02-09
2022-09-30	$9,759,717	219,221	+27.4%	Shares	Sole	2022-11-10
2022-06-30	$7,270,293	172,078	+58.7%	Shares	Sole	2022-08-12
2022-03-31	$7,585,482	108,426	+6.2%	Shares	Defined	2022-05-13
2021-12-31	$9,073,228	102,107	-38.6%	Shares	Defined	2022-02-09
2021-09-30	$9,813,097	166,211	+24.3%	Shares	Defined	2021-11-12
2021-06-30	$10,099,635	133,770	—	Shares	Defined	2021-08-12
No filing history on record for this holder in this stock.