We are live on ! Find out more
DFAC icon

U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
551
West Financial Advisors
Iowa
$1K +$1.32K +52 New
TI
552
Truepoint Inc
Ohio
– -$11.2M -448,872 Closed
EVM
553
Eaton Vance Management
Massachusetts
– -$8.26M -299,586 Closed
CIA
554
Caerus Investment Advisors
Texas
– -$3.97M -160,901 Closed
HWMA
555
Heritage Wealth Management (Arizona)
Arizona
– -$3.72M -134,989 Closed
FCAG
556
First Capital Advisors Group
New Jersey
– -$2.15M -78,116 Closed
AFA
557
American Financial Advisors
Georgia
– -$1.83M -66,292 Closed
Citadel Advisors
558
Citadel Advisors
Florida
– -$1.29M -46,943 Closed
IAIM
559
International Assets Investment Management
Florida
– -$568K -20,968 Closed
CCP
560
Carmel Capital Partners
California
– -$577K -20,939 Closed
MCC
561
Money Concepts Capital
Florida
– -$453K -16,424 Closed
RTC
562
Riverview Trust Company
Washington
– -$335K -12,132 Closed
LA
563
Latitude Advisors
Florida
– -$294K -10,665 Closed
MAM
564
Marotta Asset Management
Virginia
– -$281K -10,179 Closed
HTC
565
Haverford Trust Company
Pennsylvania
– -$268K -9,708 Closed
MCM
566
Maple Capital Management
Vermont
– -$258K -9,362 Closed
WA
567
Waddell & Associates
Tennessee
– -$233K -8,453 Closed
SFS
568
Summit Financial Strategies
Ohio
– -$228K -8,260 Closed
MJRIC
569
Mogy Joel R Investment Counsel
California
– -$224K -8,130 Closed
TCM
570
Tradewinds Capital Management
Washington
– -$220K -7,977 Closed
SW
571
SlateStone Wealth
Florida
– -$209K -7,561 Closed
IFWM
572
Institute for Wealth Management
Colorado
– -$203K -7,348 Closed
HGWM
573
Horst & Graben Wealth Management
Oregon
– -$201K -7,299 Closed
PB
574
Pinnacle Bancorp
Nebraska
– -$124K -4,500 Closed
RP
575
Rowlandmiller & Partners
Georgia
– -$107K -3,879 Closed