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

Name Holding Trade Value Shares
Change 		Change in
Stake
TBT
676
Texas Bank & Trust
Texas
$654K +$666K +18,907 New
OWA
677
Oak Wealth Advisors
Illinois
$653K +$664K +18,866 New
SPA
678
Shore Point Advisors
New Jersey
$651K +$1.9K +54 +0.3%
EB
679
Emprise Bank
Kansas
$645K -$126K -3,591 -16%
GSWM
680
Golden State Wealth Management
California
$643K +$655K +18,589 New
TT
681
TI-Trust
Illinois
$636K – – –
SRC
682
Sage Rhino Capital
California
$634K -$70 -2 -0%
KP
683
Keel Point
Alabama
$633K -$23.6K -670 -4%
PFPT
684
Pinnacle Financial Partners (Tennessee)
Tennessee
$633K – – –
CCIA
685
Cherry Creek Investment Advisors
Colorado
$628K – – –
SHF
686
Stage Harbor Financial
Massachusetts
$624K +$635K +18,035 New
GWM
687
Gibbs Wealth Management
Georgia
$621K – – –
MHS
688
M Holdings Securities
Oregon
$621K – – –
CT
689
Colonial Trust
South Carolina
$621K -$22.2K -629 -3%
BP
690
BBR Partners
New York
$620K +$951 +27 +0.2%
PFGIA
691
Patriot Financial Group Insurance Agency
Massachusetts
$619K -$6.66K -189 -1%
TFO
692
Timonier Family Office
North Carolina
$613K +$624K +17,727 New
BRWA
693
B. Riley Wealth Advisors
Florida
$611K -$355K -10,075 -36%
FVWA
694
Foster Victor Wealth Advisors
South Carolina
$604K +$1.73K +49 +0.3%
ATC
695
Argent Trust Co
Tennessee
$603K – – –
CST
696
Charles Schwab Trust
Nevada
$601K – – –
MWG
697
Martin Worley Group
Utah
$593K +$603K +17,133 New
NWMG
698
National Wealth Management Group
Ohio
$592K +$704 +20 +0.1%
SPC
699
Sigma Planning Corp
Michigan
$587K +$1.06K +30 +0.2%
HI
700
Human Investing
Oregon
$586K +$597K +16,945 New
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