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

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
501
Diversify Advisory Services
Utah
$3.42M +$2.26M +57,902 +222%
LCWP
502
Legacy Capital Wealth Partners
Arkansas
$3.41M -$34.7K -889 -1%
LFAS
503
Level Four Advisory Services
Texas
$3.37M -$150K -3,855 -4%
AIS
504
Accredited Investor Services
Minnesota
$3.32M -$9.41K -241 -0.3%
LWM
505
LJI Wealth Management
Indiana
$3.31M +$2.54M +65,099 +353%
CWP
506
Concord Wealth Partners
Virginia
$3.3M +$26.1K +668 +0.8%
FI
507
Financial Insights
Washington
$3.28M -$247K -6,340 -7%
WP
508
Wealthspan Partners
Iowa
$3.28M -$155K -3,983 -5%
SIC
509
Samalin Investment Counsel
New York
$3.28M +$131K +3,349 +4%
KA
510
Kure Advisory
Minnesota
$3.25M -$6.28K -161 -0.2%
CG
511
Caprock Group
Idaho
$3.23M +$2.65K +68 +0.1%
PWMG
512
Pioneer Wealth Management Group
Texas
$3.23M +$2.85K +73 +0.1%
CSB
513
City State Bank
Iowa
$3.21M +$108K +2,771 +4%
2L
514
25 LLC
Missouri
$3.15M -$976 -25 -0%
CAM
515
Cresset Asset Management
Illinois
$3.15M -$8.45M -216,518 -73%
HTWM
516
Hartmann Taylor Wealth Management
Texas
$3.15M – – –
AFC
517
Ares Financial Consulting
California
$3.12M +$3.08M +78,834 New
EW
518
Evoke Wealth
California
$3.1M +$55.5K +1,421 +2%
PCA
519
Pallas Capital Advisors
Massachusetts
$2.95M -$53.9K -1,380 -2%
PP
520
Prosperity Planning
Missouri
$2.95M -$689K -17,641 -19%
LAM
521
L2 Asset Management
Massachusetts
$2.92M +$2.88M +73,846 New
AM
522
Atwater Malick
Pennsylvania
$2.89M +$6.4K +164 +0.2%
KFP
523
Keener Financial Planning
Texas
$2.89M +$404K +10,355 +17%
BAAM
524
Baker Avenue Asset Management
California
$2.88M – – –
LCM
525
Liberty Capital Management
Michigan
$2.86M – – –
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