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

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
651
Gradient Capital Advisors
California
$914K +$71.4K +2,140 +9%
RPSA
652
Richard P. Slaughter Associates
Texas
$903K – – –
BFA
653
Beacon Financial Advisory
Ohio
$895K – – –
BCP
654
Blue Chip Partners
Michigan
$891K +$2.5K +75 +0.3%
CA
655
CoreCap Advisors
Michigan
$869K +$225K +6,746 +39%
CFS
656
CRA Financial Services
New Jersey
$867K -$93.5K -2,804 -10%
CWM
657
CarsonAllaria Wealth Management
Illinois
$857K +$1.37K +41 +0.2%
S4W
658
Solutions 4 Wealth
Texas
$857K -$1.1K -33 -0.1%
IFWM
659
Institute for Wealth Management
Colorado
$856K -$97.8K -2,933 -11%
DJSG
660
D.J. St. Germain
Massachusetts
$854K – – –
SRSA
661
S.R. Schill & Associates
Washington
$854K +$2.37K +71 +0.3%
CC
662
Citrine Capital
California
$850K +$1.1K +33 +0.1%
VI
663
VanderPol Investments
Michigan
$849K -$65.2K -1,953 -8%
MWP
664
Meredith Wealth Planning
Illinois
$845K +$787K +23,580 New
CWS
665
Confluence Wealth Services
Pennsylvania
$838K +$10.8K +325 +1%
EWA
666
Elevate Wealth Advisory
Georgia
$837K +$667 +20 +0.1%
BTWM
667
Baker Tilly Wealth Management
Wisconsin
$831K +$2.3K +69 +0.3%
FWI
668
Facet Wealth Inc
Maryland
$826K -$162K -4,866 -18%
GHA
669
GW Henssler & Associates
Georgia
$826K +$468K +14,043 +156%
MPAM
670
Murphy Pohlad Asset Management
Minnesota
$807K – – –
QPWM
671
Quadrant Private Wealth Management
Pennsylvania
$802K – – –
HFS
672
Hopwood Financial Services
Virginia
$802K – – –
YWM
673
Yardley Wealth Management
Pennsylvania
$791K – – –
BTI
674
Blue Trust Inc
Georgia
$790K -$14.1K -422 -2%
C
675
Certuity
Florida
$788K +$734K +21,994 New
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