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

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
451
Summit Financial Strategies
Ohio
$239K +$2.91K +103 +1%
MJRIC
452
Mogy Joel R Investment Counsel
California
$236K – – –
PMFA
453
Plante Moran Financial Advisors
Michigan
$230K -$24.5K -867 -10%
CTC
454
Central Trust Company
Missouri
$227K – – –
EF
455
Exeter Financial
Arizona
$225K +$223K +7,889 New
HGWM
456
Horst & Graben Wealth Management
Oregon
$222K +$875 +31 +0.4%
SW
457
SlateStone Wealth
Florida
$219K – – –
BIM
458
Bridges Investment Management
Nebraska
$217K -$25.9K -919 -11%
RCS
459
Retirement Capital Strategies
California
$215K -$47.5K -1,683 -19%
IFWM
460
Institute for Wealth Management
Colorado
$215K +$209K +7,413 New
HWIS
461
Hancock Whitney Investment Services
Louisiana
$209K +$204K +7,223 New
CC
462
Chicago Capital
Illinois
$208K +$202K +7,167 New
LA
463
Latitude Advisors
Florida
$206K +$201K +7,110 New
IFG
464
Independent Financial Group
California
$206K -$24.1K -855 -11%
CPSAC
465
Chas P. Smith & Associates (CPS)
Florida
$202K +$196K +6,959 New
LC
466
Lindbrook Capital
California
$198K +$193K +6,850 New
RBC
467
Roble Belko & Company
Pennsylvania
$188K – – –
IA
468
IFP Advisors
Florida
$185K +$1.33K +47 +0.7%
JWBC
469
John W. Brooker & Co
California
$183K – – –
GLLW
470
Graves Light Lenhart Wealth
Virginia
$162K +$621 +22 +0.4%
BAM
471
Barrett Asset Management
New York
$159K – – –
ME
472
McIlrath & Eck
Washington
$138K – – –
PB
473
Pinnacle Bancorp
Nebraska
$130K – – –
TFM
474
TFC Financial Management
Massachusetts
$125K – – –
DI
475
Disciplined Investments
Oklahoma
$120K +$310 +11 +0.3%
17 18
19
20 21