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

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
326
Conquis Financial
California
$11.8M +$718K +17,832 +7%
VWM
327
Vigil Wealth Management
Florida
$11.8M +$357K +8,854 +3%
CTWM
328
Cherry Tree Wealth Management
Minnesota
$11.8M -$293K -7,268 -2%
CWM
329
Cedar Wealth Management
California
$11.7M – – –
MWM
330
McCartney Wealth Management
Missouri
$11.7M -$285K -7,067 -2%
MHS
331
M Holdings Securities
Oregon
$11.6M -$14.1K -351 -0.1%
TIM
332
Tortoise Investment Management
New York
$11.5M +$471K +11,679 +4%
GWWM
333
Great Waters Wealth Management
Minnesota
$11.4M -$253K -6,287 -2%
MFIM
334
Mesirow Financial Investment Management
Illinois
$11.1M +$5.7M +141,537 +99%
RLWM
335
RF&L Wealth Management
Massachusetts
$11M -$67.2K -1,668 -0.6%
GAM
336
Gemmer Asset Management
California
$11M +$195K +4,849 +2%
SAG
337
SageView Advisory Group
California
$10.9M -$452K -11,220 -4%
FWMP
338
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$10.7M -$453K -11,245 -4%
HA
339
Heffernan Advisory
Arizona
$10.7M +$817K +20,285 +8%
APFP
340
Action Point Financial Planning
Michigan
$10.6M +$11M +273,537 New
TFA
341
TandemGrowth Financial Advisors
Georgia
$10.6M -$1.3M -32,168 -11%
TWP
342
Triad Wealth Partners
Kansas
$10.5M +$1.15M +28,589 +12%
S
343
SignatureFD
Georgia
$10.4M +$8.43M +209,186 +359%
AW
344
Avion Wealth
Texas
$10.3M -$598K -14,839 -5%
PA
345
PFG Advisors
Arizona
$10.2M +$650K +16,133 +7%
APP
346
Avantax Planning Partners
Iowa
$10.2M -$1.61M -39,857 -13%
WW
347
Waterfront Wealth
Kansas
$10.1M -$1.46M -36,358 -12%
RWI
348
Red Wave Investments
Pennsylvania
$10.1M -$88.2K -2,190 -0.8%
BJB
349
Broadhurst Jeffrey B
$9.98M -$451K -11,190 -4%
AIA
350
AssuredPartners Investment Advisors
Florida
$9.89M -$685K -17,000 -6%
12 13
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