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
EFP
601
EnRich Financial Partners
Wisconsin
$484K +$9.9K +328 +2%
FA
602
Fiduciary Alliance
South Carolina
$469K +$9.84K +326 +2%
CAI
603
Capital Advisors Inc
Oklahoma
$467K – – –
AA
604
Advisory Alpha
Michigan
$466K – – –
WTA
605
Washington Trust Advisors
Massachusetts
$465K – – –
MFA
606
Morling Financial Advisors
California
$463K – – –
Bessemer Group
607
Bessemer Group
New Jersey
$463K +$154K +5,110 +54%
RA
608
Rockingstone Advisors
Massachusetts
$462K – – –
Natixis Advisors
609
Natixis Advisors
Massachusetts
$459K -$10.8K -357 -2%
LFG
610
Lockerman Financial Group
California
$459K – – –
HFA
611
Highland Financial Advisors
New Jersey
$455K – – –
RA
612
Regis Acquisition
Colorado
$445K +$845 +28 +0.2%
FIA
613
Foundations Investment Advisors
Arizona
$444K +$392 +13 +0.1%
SHGA
614
Sand Hill Global Advisors
California
$440K -$14.6K -484 -3%
BIA
615
Barry Investment Advisors
Massachusetts
$436K +$45.1K +1,494 +12%
CTC
616
Central Trust Company
Missouri
$435K – – –
TA
617
Tectonic Advisors
Texas
$426K +$402K +13,331 New
DWP
618
Destiny Wealth Partners
Florida
$426K – – –
MFT
619
Moisand Fitzgerald Tamayo
Florida
$414K -$82.3K -2,726 -17%
NW
620
NewEdge Wealth
Pennsylvania
$413K – – –
HWM
621
Horizon Wealth Management
Illinois
$413K +$79.4K +2,629 +26%
PFS
622
Prospera Financial Services
Texas
$411K +$86.6K +2,870 +29%
HA
623
Hanover Advisors
South Carolina
$408K +$63.4K +2,100 +20%
KWS
624
Keystone Wealth Services
California
$406K – – –
SAI
625
Savvy Advisors Inc
New York
$401K +$379K +12,554 New