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

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
501
Sage Mountain Advisors
Georgia
$2.31M – – –
FYW
502
Future You Wealth
New York
$2.24M – – –
KFP
503
Keener Financial Planning
Texas
$2.24M – – –
CTC
504
Central Trust Company
Missouri
$2.24M +$1.67M +50,123 +405%
FWP
505
Family Wealth Partners
North Carolina
$2.22M – – –
HWM
506
HFG Wealth Management
Texas
$2.21M -$42.6K -1,276 -2%
ACP
507
Aviance Capital Partners
Florida
$2.2M +$12.4K +371 +0.6%
IA
508
IFP Advisors
Florida
$2.18M -$159K -4,770 -7%
KCM
509
KM Capital Management
Texas
$2.17M -$109K -3,269 -5%
WWA
510
WCG Wealth Advisors
Nevada
$2.16M -$411K -12,310 -17%
GOCP
511
Great Oak Capital Partners
Massachusetts
$2.16M -$155K -4,632 -7%
BF
512
Brooklyn FI
New York
$2.15M +$1.49M +44,707 +293%
SFM
513
Signet Financial Management
New Jersey
$2.13M -$176K -5,271 -8%
GFWA
514
Grey Fox Wealth Advisors
Delaware
$2.12M -$12.5K -375 -0.6%
AWM
515
Accurate Wealth Management
Florida
$2.12M +$1.93M +57,813 New
QCIG
516
Quad-Cities Investment Group
Iowa
$2.08M +$157K +4,713 +9%
SAI
517
Savvy Advisors Inc
New York
$2.07M -$361K -10,809 -16%
SDWMA
518
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.07M +$1.93M +57,831 New
FIM
519
Freedom Investment Management
Connecticut
$2.06M +$27.9K +837 +1%
PP
520
PDS Planning
Ohio
$2.06M – – –
AWA
521
Aquire Wealth Advisors
Utah
$2.05M – – –
AWS
522
Atria Wealth Solutions
New York
$2.04M -$127K -3,795 -6%
CCM
523
Coldstream Capital Management
Washington
$2.02M +$539K +16,156 +40%
PFBT
524
Parkside Financial Bank & Trust
Missouri
$1.96M -$29.9K -897 -2%
CCA
525
Cadent Capital Advisors
Oklahoma
$1.96M +$300 +9 +0%
19 20
21
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