We are live on ! Find out more
DFAC icon

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

Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
451
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.46M – – –
IFG
452
Independent Financial Group
California
$1.46M +$13.5K +409 +1%
FA
453
Fortis Advisors
Pennsylvania
$1.44M +$3.8K +115 +0.3%
SRB
454
Shotwell Rutter Baer
Michigan
$1.43M – – –
CWM
455
Connecticut Wealth Management
Connecticut
$1.42M – – –
LA
456
Lifeworks Advisors
Michigan
$1.4M -$25K -756 -2%
CAM
457
Clark Asset Management
New Hampshire
$1.39M +$182K +5,510 +16%
CCM
458
Coldstream Capital Management
Washington
$1.39M – – –
JWCA
459
J.W. Cole Advisors
Florida
$1.38M -$101K -3,071 -7%
AFS
460
Annapolis Financial Services
Maryland
$1.35M +$15.2K +460 +1%
TNBTD
461
Trustmark National Bank Trust Department
Mississippi
$1.34M – – –
PA
462
Probity Advisors
Texas
$1.34M +$1.29M +38,944 New
MIAS
463
Mason Investment Advisory Services
Virginia
$1.33M +$3.5K +106 +0.3%
SCTC
464
Sanibel Captiva Trust Company
Florida
$1.32M – – –
FMC
465
First Merchants Corp
Indiana
$1.32M – – –
PA
466
Parallel Advisors
California
$1.32M -$1.55K -47 -0.1%
NB
467
Nicolet Bankshares
Wisconsin
$1.32M +$1.27M +38,413 New
HIP
468
HUB Investment Partners
Texas
$1.3M +$1.49K +45 +0.1%
SWM
469
Shakespeare Wealth Management
Wisconsin
$1.3M +$63.5K +1,924 +5%
PMG
470
ProVise Management Group
Florida
$1.29M +$3.01K +91 +0.2%
MHFA
471
Mission Hills Financial Advisory
California
$1.29M +$1.19M +35,947 New
BFP
472
Brewster Financial Planning
New York
$1.28M – – –
EWA
473
Exencial Wealth Advisors
Oklahoma
$1.27M +$29.3K +887 +2%
CFG
474
Cooper Financial Group
California
$1.25M – – –
BCM
475
Brookstone Capital Management
Illinois
$1.24M -$59.5K -1,800 -5%
17 18
19
20 21