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

Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
676
Wharton Business Group
Pennsylvania
$1.2M – – –
MA
677
Montag & Associates
Georgia
$1.2M – – –
KPWS
678
Kestra Private Wealth Services
Texas
$1.2M -$761K -19,509 -39%
VCP
679
Verus Capital Partners
Arizona
$1.18M +$15.9K +408 +1%
LG
680
LAM Group
Oregon
$1.18M -$265K -6,780 -19%
HW
681
Hancock Whitney
Mississippi
$1.17M -$17.1K -439 -1%
CWS
682
Confluence Wealth Services
Pennsylvania
$1.15M +$148K +3,790 +15%
NFG
683
Northeast Financial Group
Pennsylvania
$1.15M -$156 -4 -0%
BIG
684
Brooklyn Investment Group
New York
$1.15M -$11.9K -305 -1%
JWCA
685
J.W. Cole Advisors
Florida
$1.15M -$423K -10,837 -17%
SA
686
Stewardship Advisors
Pennsylvania
$1.15M -$50.2K -1,286 -4%
GCM
687
Gibraltar Capital Management
Oklahoma
$1.15M +$35.8K +916 +3%
VFG
688
Victory Financial Group
Texas
$1.14M +$1.12M +28,814 New
OWP
689
Obermeyer Wealth Partners
Colorado
$1.14M – – –
HH
690
Hilltop Holdings
Texas
$1.13M +$375K +9,606 +51%
TCM
691
TruNorth Capital Management
Michigan
$1.13M – – –
ASN
692
Advisory Services Network
Georgia
$1.13M +$74.4K +1,905 +7%
JC
693
JB Capital
Connecticut
$1.13M +$2.07K +53 +0.2%
BAM
694
Belpointe Asset Management
Nevada
$1.13M +$892K +22,856 +408%
FCA
695
Fortis Capital Advisors
Kansas
$1.13M +$1.11M +28,458 New
WT
696
Washington Trust
Rhode Island
$1.13M – – –
DI
697
Disciplined Investors
Texas
$1.12M +$1.44K +37 +0.1%
APC
698
Aspire Private Capital
North Carolina
$1.11M -$210K -5,377 -16%
PIA
699
Perennial Investment Advisors
California
$1.11M -$859 -22 -0.1%
EFL
700
ERn Financial LLC
Wisconsin
$1.1M -$4.8K -123 -0.4%
26 27
28
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