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

Name Holding Trade Value Shares
Change 		Change in
Stake
DEM
551
Disciplined Equity Management
Florida
$1.24M – – –
ECM
552
Evergreen Capital Management
Washington
$1.22M – – –
AIP
553
Almanack Investment Partners
Pennsylvania
$1.22M +$247 +7 +0%
WS
554
Wedbush Securities
California
$1.22M -$3.52K -100 -0.3%
MADFP
555
Michael A Dubis Financial Planning
Wisconsin
$1.21M +$1.23M +34,921 New
LSA
556
Lion Street Advisors
Texas
$1.2M -$46.2K -1,311 -4%
OPWM
557
Oakwell Private Wealth Management
Texas
$1.19M – – –
LA
558
Lane & Associates
New Jersey
$1.19M +$93.2K +2,645 +9%
SA
559
Sanctuary Advisors
Indiana
$1.19M +$845K +24,006 +268%
WIA
560
World Investment Advisors
California
$1.18M +$352K +10,005 +42%
LG
561
LAM Group
Oregon
$1.17M +$106 +3 +0%
SF
562
Symphony Financial
Texas
$1.16M +$3.03K +86 +0.3%
BCM
563
Brookstone Capital Management
Illinois
$1.16M -$97.3K -2,762 -8%
KWM
564
Kingsview Wealth Management
Oregon
$1.15M +$3.27K +93 +0.3%
APC
565
Aspire Private Capital
North Carolina
$1.15M +$30.8K +874 +3%
CB
566
Commerce Bank
Missouri
$1.14M – – –
AIM
567
Archer Investment Management
Texas
$1.13M +$1.15M +32,594 New
CFG
568
Cooper Financial Group
California
$1.13M -$135K -3,835 -11%
RA
569
Rise Advisors
New York
$1.12M +$3.21K +91 +0.3%
HWA
570
Heritage Wealth Advisors
Virginia
$1.12M – – –
CFO
571
Collective Family Office
Pennsylvania
$1.12M – – –
LBC
572
Lowe Brockenbrough & Co
Virginia
$1.11M – – –
FSWA
573
Financial Synergies Wealth Advisors
Texas
$1.1M +$3.21K +91 +0.3%
QCM
574
QRG Capital Management
Illinois
$1.1M +$184K +5,233 +20%
FWM
575
Fortress Wealth Management
California
$1.08M +$359K +10,183 +48%
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23
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