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

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
476
Clifford Swan Investment Counsel
California
$562K – – –
MFWP
477
Mosaic Family Wealth Partners
Missouri
$561K +$182K +6,671 +45%
PIFP
478
Partners in Financial Planning
Virginia
$561K -$116K -4,235 -17%
SPIA
479
Steward Partners Investment Advisory
New York
$559K +$20.1K +735 +4%
YWM
480
Yoder Wealth Management
California
$554K – – –
SPP
481
Single Point Partners
Massachusetts
$549K – – –
SB
482
Strategic Blueprint
Georgia
$549K +$16K +588 +3%
FFS
483
Founders Financial Securities
Maryland
$547K – – –
CBFP
484
Cedar Brook Financial Partners
Ohio
$534K -$19.2K -703 -3%
AR
485
Apeiron RIA
Texas
$524K – – –
GCA
486
Gradient Capital Advisors
California
$522K -$39K -1,429 -7%
PFGIA
487
Patriot Financial Group Insurance Agency
Massachusetts
$512K +$60.6K +2,219 +13%
KAS
488
KPP Advisory Services
Kentucky
$510K +$531K +19,464 New
RWM
489
Revisor Wealth Management
Ohio
$509K +$26.6K +975 +5%
KP
490
Keel Point
Alabama
$509K – – –
JIC
491
Johnson Investment Counsel
Ohio
$504K -$10.7K -391 -2%
FG
492
Foster Group
Iowa
$501K -$6.93K -254 -1%
SRC
493
Sage Rhino Capital
California
$500K -$6.14K -225 -1%
FWM
494
Fortress Wealth Management
California
$489K +$819 +30 +0.2%
RCG
495
Resource Consulting Group
Florida
$488K – – –
TT
496
TI-Trust
Illinois
$482K – – –
S
497
SignatureFD
Georgia
$481K – – –
EP
498
Essential Planning
New Hampshire
$481K +$87.4K +3,204 +21%
ECM
499
Exchange Capital Management
Michigan
$478K – – –
CCIA
500
Cherry Creek Investment Advisors
Colorado
$476K – – –
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