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

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
401
Riverview Trust Company
Washington
$351K – – –
GD
402
Grandfield & Dodd
New York
$350K – – –
VF
403
Vista Finance
Missouri
$350K +$341K +12,075 New
SWM
404
Southern Wealth Management
Texas
$347K – – –
DT
405
Daniels + Tansey
Delaware
$345K – – –
TW
406
Transform Wealth
Colorado
$340K – – –
RIA
407
Regal Investment Advisors
Michigan
$332K – – –
WT
408
Washington Trust
Rhode Island
$331K -$410K -14,546 -56%
C
409
Certuity
Florida
$330K +$1.3K +46 +0.4%
EWA
410
Exencial Wealth Advisors
Oklahoma
$326K +$318K +11,262 New
ACM
411
Advisors Capital Management
New Jersey
$322K – – –
EGWAG
412
Elwood & Goetz Wealth Advisory Group
Georgia
$321K -$34.8K -1,232 -10%
CWM
413
Cornerstone Wealth Management
Missouri
$318K +$310K +10,988 New
SPC
414
Sigma Planning Corp
Michigan
$311K – – –
GEA
415
Glen Eagle Advisors
New Jersey
$310K +$1.24K +44 +0.4%
BMCM
416
Bryn Mawr Capital Management
Pennsylvania
$308K -$109K -3,867 -27%
AC
417
Arjuna Capital
North Carolina
$304K +$1.19K +42 +0.4%
TC
418
Titleist Capital
Texas
$303K +$295K +10,470 New
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$302K -$5.05K -179 -2%
IF
420
Ironwood Financial
Arizona
$300K – – –
KPW
421
Kore Private Wealth
New York
$299K – – –
WTC
422
WhitTier Trust Company
Nevada
$298K – – –
AWMF
423
Arbor Wealth Management (Florida)
Florida
$297K – – –
EWM
424
Evercore Wealth Management
New York
$295K – – –
FWM
425
Frontier Wealth Management
Missouri
$295K – – –
15 16
17
18 19