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U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
301
Diversify Wealth Management
Utah
$14.6M -$1.1M -28,154 -7%
IAN
302
Integrated Advisors Network
Texas
$14.5M -$119K -3,054 -0.8%
PIA
303
Pollock Investment Advisors
Michigan
$14.2M +$7.76M +198,735 +123%
NL
304
NWAM LLC
Washington
$14.1M -$39.3K -1,008 -0.3%
CW
305
CreativeOne Wealth
Kansas
$13.7M +$148K +3,787 +1%
FF
306
Foundry Financial
California
$13.7M +$13.5M +345,417 New
HWM
307
Hassell Wealth Management
Louisiana
$13.6M -$664K -17,010 -5%
AWM
308
Austin Wealth Management
Texas
$13.4M -$1.62M -41,487 -11%
APW
309
Austin Private Wealth
Texas
$13.2M +$527K +13,502 +4%
TWCA
310
Two West Capital Advisors
Kansas
$13.1M +$227K +5,828 +2%
AAP
311
Arax Advisory Partners
Colorado
$13.1M +$12.9M +330,859 New
OA
312
Oceanside Advisors
South Carolina
$13M -$38.9K -997 -0.3%
FOR
313
Family Office Research
Maryland
$13M -$206K -5,272 -2%
WAG
314
Winthrop Advisory Group
Massachusetts
$12.8M -$287K -7,342 -2%
DFP
315
Donalies Financial Planning
District of Columbia
$12.7M +$12.6M +321,727 New
AL
316
Aspiriant LLC
California
$12.7M +$312 +8 +0%
MAM
317
McLean Asset Management
Virginia
$12.6M -$259K -6,644 -2%
SWP
318
Stratos Wealth Partners
Ohio
$12.4M -$462K -11,834 -4%
MWM
319
Melfa Wealth Management
Massachusetts
$12.4M -$94.1K -2,410 -0.8%
CTWM
320
Cherry Tree Wealth Management
Minnesota
$12.3M -$224K -5,727 -2%
AF
321
Apollon Financial
South Carolina
$12.3M +$1.28M +32,785 +12%
MWM
322
McCartney Wealth Management
Missouri
$12.2M +$12.1M +308,747 New
WW
323
Waterfront Wealth
Kansas
$12.1M +$7.81K +200 +0.1%
TFA
324
TandemGrowth Financial Advisors
Georgia
$12.1M +$11.9M +305,252 New
GLR
325
Great Lakes Retirement
Ohio
$12.1M -$151K -3,868 -1%
11 12
13
14 15