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

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
501
Aspire Wealth Management
Massachusetts
$917K +$28.9K +956 +3%
MAA
502
Mraz Amerine & Associates
California
$908K -$225K -7,449 -21%
PIA
503
Perennial Investment Advisors
California
$907K – – –
ECG
504
Edge Capital Group
Georgia
$898K +$849K +28,110 New
NP
505
NorthRock Partners
Minnesota
$890K – – –
QFA
506
Quantum Financial Advisors
California
$888K – – –
DJSG
507
D.J. St. Germain
Massachusetts
$885K – – –
EW
508
Evoke Wealth
California
$868K +$820K +27,176 New
MPW
509
Monterey Private Wealth
California
$860K -$44K -1,459 -5%
OC
510
Oakworth Capital
Alabama
$858K – – –
IFWM
511
Institute for Wealth Management
Colorado
$855K +$808K +26,757 New
EWA
512
Elevate Wealth Advisory
Georgia
$854K -$100K -3,317 -11%
SMA
513
Sage Mountain Advisors
Georgia
$853K -$136K -4,511 -14%
DCM
514
DGS Capital Management
New Jersey
$845K – – –
ACA
515
Affinity Capital Advisors
California
$819K – – –
ACC
516
Acorn Creek Capital
Colorado
$813K +$25.3K +838 +3%
CWM
517
CarsonAllaria Wealth Management
Illinois
$806K +$1.57K +52 +0.2%
CFS
518
CRA Financial Services
New Jersey
$805K – – –
SFS
519
Security Financial Services
Indiana
$805K -$75.4K -2,498 -9%
RPSA
520
Richard P. Slaughter Associates
Texas
$805K – – –
CGFA
521
Colton Groome Financial Advisors
North Carolina
$794K – – –
RWM
522
Revisor Wealth Management
Ohio
$793K +$29.4K +975 +4%
SRSA
523
S.R. Schill & Associates
Washington
$751K +$1.45K +48 +0.2%
SWMG
524
Sard Wealth Management Group
Georgia
$750K -$141K -4,687 -17%
CG
525
Caprock Group
Idaho
$743K -$6.22K -206 -0.9%
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