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

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
501
Harbour Investments
Wisconsin
$198K +$215K +8,507 New
EK
502
Evensky & Katz
Florida
$195K +$684 +27 +0.3%
HBT
503
Hills Bank & Trust
Iowa
$194K – – –
PMFA
504
Plante Moran Financial Advisors
Michigan
$186K +$760 +30 +0.4%
TRCT
505
Tower Research Capital (TRC)
New York
$185K +$200K +7,899 +19,748%
CTC
506
Central Trust Company
Missouri
$183K – – –
LC
507
Lindbrook Capital
California
$160K – – –
CWM
508
Curi Wealth Management
North Carolina
$155K +$169K +6,664 New
RBC
509
Roble Belko & Company
Pennsylvania
$151K – – –
JWBC
510
John W. Brooker & Co
California
$147K – – –
NMG
511
New Millennium Group
Utah
$146K +$158K +6,252 New
GLLW
512
Graves Light Lenhart Wealth
Virginia
$131K +$532 +21 +0.4%
BTI
513
Blue Trust Inc
Georgia
$128K +$117K +4,637 New
AW
514
ACG Wealth
Georgia
$119K +$129K +5,106 New
ME
515
McIlrath & Eck
Washington
$111K – – –
DI
516
Disciplined Investments
Oklahoma
$99K +$2.4K +95 +2%
BCM
517
Blume Capital Management
California
$99K +$108K +4,250 New
PFGIA
518
Patriot Financial Group Insurance Agency
Massachusetts
$96K -$3.27K -129 -3%
FHA
519
First Horizon Advisors
Tennessee
$94K +$103K +4,058 New
BC
520
Burleson & Co
California
$93K – – –
MAWCM
521
Mine & Arao Wealth Creation & Management
California
$90K +$354 +14 +0.4%
CI
522
CX Institutional
Indiana
$74K +$80.7K +3,189 New
PFA
523
Professional Financial Advisors
Nebraska
$70K – – –
DEM
524
Disciplined Equity Management
Florida
$69K +$74.7K +2,950 New
SIAP
525
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$64K – – –
19 20
21
22 23