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

Name Holding Trade Value Shares
Change 		Change in
Stake
W
451
WealthOne
New York
$606K -$7.73K -300 -1%
CPCM
452
Cardinal Point Capital Management
Ontario, Canada
$601K -$580K -22,490 -50%
BB
453
Busey Bank
Illinois
$595K – – –
MKA
454
M. Kulyk & Associates
Georgia
$594K – – –
LA
455
Lane & Associates
New Jersey
$588K +$44.7K +1,735 +9%
EWA
456
Exencial Wealth Advisors
Oklahoma
$586K +$237K +9,208 +75%
BTW
457
Boston Trust Walden
Massachusetts
$585K – – –
CSIC
458
Clifford Swan Investment Counsel
California
$582K – – –
GCA
459
Gradient Capital Advisors
California
$579K +$79.5K +3,084 +17%
YWM
460
Yoder Wealth Management
California
$574K – – –
CBFP
461
Cedar Brook Financial Partners
Ohio
$572K +$16.7K +649 +3%
ACP
462
Aviance Capital Partners
Florida
$571K +$5.13K +199 +1%
SPP
463
Single Point Partners
Massachusetts
$569K – – –
FFS
464
Founders Financial Securities
Maryland
$567K -$370K -14,336 -41%
SPIA
465
Steward Partners Investment Advisory
New York
$559K +$334K +12,955 +170%
HG
466
Harbor Group
New Hampshire
$557K +$529K +20,521 New
WEPOG
467
Wealth Enhancement & Preservation of GA
Georgia
$556K +$1.83K +71 +0.3%
CG
468
Caprock Group
Idaho
$554K +$4.64K +180 +0.9%
SB
469
Strategic Blueprint
Georgia
$553K +$2.45K +95 +0.5%
AR
470
Apeiron RIA
Texas
$543K – – –
IA
471
IFP Advisors
Florida
$536K +$13.3K +516 +3%
JIC
472
Johnson Investment Counsel
Ohio
$533K -$38.1K -1,477 -7%
KP
473
Keel Point
Alabama
$527K +$159K +6,160 +46%
FG
474
Foster Group
Iowa
$526K -$1.62K -63 -0.3%
SRC
475
Sage Rhino Capital
California
$524K -$5.93K -230 -1%
17 18
19
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