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

Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
501
Jackson Hole Capital Partners
Oklahoma
$407K -$419K -16,554 -51%
BIA
502
Bell Investment Advisors
California
$402K – – –
EGWAG
503
Elwood & Goetz Wealth Advisory Group
Georgia
$400K -$62.7K -2,477 -14%
SS
504
Simplicity Solutions
Minnesota
$400K +$1.47K +58 +0.4%
FAT
505
First American Trust
California
$398K -$239K -9,429 -38%
MFG
506
Magnus Financial Group
New York
$393K +$391K +15,438 New
SHGA
507
Sand Hill Global Advisors
California
$390K – – –
C
508
Certuity
Florida
$387K +$304 +12 +0.1%
RWA
509
Ropes Wealth Advisors
Massachusetts
$386K – – –
RIS
510
Retirement Income Solutions
Michigan
$386K – – –
CAM
511
CPA Asset Management
Florida
$376K – – –
EP
512
Essential Planning
New Hampshire
$376K +$70K +2,763 +16%
MFWP
513
Mosaic Family Wealth Partners
Missouri
$374K +$371K +14,660 New
FWM
514
Fortress Wealth Management
California
$373K +$152 +6 +0%
CAI
515
Capital Advisors Inc
Oklahoma
$372K +$56.1K +2,215 +18%
HFA
516
Highland Financial Advisors
New Jersey
$371K – – –
WTA
517
Washington Trust Advisors
Massachusetts
$371K – – –
FA
518
Fiduciary Alliance
South Carolina
$367K – – –
DFA
519
DHJJ Financial Advisors
Illinois
$367K -$11.9K -470 -3%
MFT
520
Moisand Fitzgerald Tamayo
Florida
$367K -$5.07K -200 -1%
LFG
521
Lockerman Financial Group
California
$366K – – –
AA
522
Advisory Alpha
Michigan
$355K +$6.92K +273 +2%
KTC
523
Kistler-Tiffany Companies
Pennsylvania
$354K – – –
RA
524
Regis Acquisition
Colorado
$351K +$348K +13,757 New
FIA
525
Foundations Investment Advisors
Arizona
$350K +$355 +14 +0.1%
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