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

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
526
Keener Financial Planning
Texas
$2.83M -$8.1K -201 -0.3%
BAAM
527
Baker Avenue Asset Management
California
$2.82M – – –
AFC
528
Ares Financial Consulting
California
$2.8M -$290K -7,198 -9%
MWM
529
Marietta Wealth Management
Georgia
$2.8M -$3.91K -97 -0.1%
PWS
530
Physician Wealth Solutions
Nevada
$2.79M -$3.97M -98,529 -58%
W
531
WealthCollab
Washington
$2.78M – – –
SF
532
Strategent Financial
Virginia
$2.76M +$93.1K +2,312 +3%
ATPW
533
Ashton Thomas Private Wealth
Arizona
$2.76M +$18.1K +450 +0.6%
YWS
534
Yarger Wealth Strategies
Ohio
$2.75M -$8.98K -223 -0.3%
PCA
535
Pallas Capital Advisors
Massachusetts
$2.74M -$167K -4,135 -6%
RCM
536
RB Capital Management
Nevada
$2.74M +$41.6K +1,032 +1%
SA
537
Seneschal Advisors
Washington
$2.73M -$46K -1,141 -2%
AP
538
Americana Partners
Texas
$2.71M +$2.81M +69,781 New
QCIG
539
Quad-Cities Investment Group
Iowa
$2.69M +$345K +8,557 +14%
LFAS
540
Level Four Advisory Services
Texas
$2.67M -$663K -16,463 -19%
TM
541
Torren Management
California
$2.66M -$71.3K -1,769 -3%
AWM
542
Accurate Wealth Management
Florida
$2.66M +$125K +3,101 +5%
SWA
543
Sterling Wealth Advisors
Florida
$2.65M +$419K +10,411 +20%
CWA
544
Cascade Wealth Advisors
Washington
$2.62M +$122K +3,027 +5%
VAG
545
VisionPoint Advisory Group
Texas
$2.62M +$2.38M +58,953 +703%
SWM
546
Seaside Wealth Management
California
$2.61M +$3.06K +76 +0.1%
4WM
547
49 Wealth Management
Texas
$2.61M -$73.5K -1,824 -3%
GFPC
548
Global Financial Private Client
Florida
$2.6M +$2.07M +51,376 +331%
LWM
549
Lakeridge Wealth Management
Ohio
$2.57M -$150K -3,718 -5%
BW
550
BIP Wealth
Georgia
$2.54M +$2.63M +65,336 New
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