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

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
701
Synergy Asset Management
Washington
$262K – – –
FNA
702
First National Advisers
Nebraska
$261K – – –
HBT
703
Hills Bank & Trust
Iowa
$260K – – –
VBWMG
704
Von Berge Wealth Management Group
California
$257K +$18.3K +605 +8%
CBT
705
CoreFirst Bank & Trust
Kansas
$256K +$177K +5,867 +275%
WA
706
Waddell & Associates
Tennessee
$250K – – –
DFA
707
DHJJ Financial Advisors
Illinois
$250K -$25.7K -850 -10%
NPP
708
New Potomac Partners
Maryland
$249K – – –
CA
709
Clearstead Advisors
Ohio
$248K – – –
LC
710
Lincoln Capital
Nebraska
$248K – – –
LEFP
711
Leading Edge Financial Planning
Tennessee
$244K -$6.13K -203 -3%
SAM
712
Stansberry Asset Management
Texas
$241K +$228K +7,546 New
BWA
713
BlueChip Wealth Advisors
Georgia
$236K – – –
MJRIC
714
Mogy Joel R Investment Counsel
California
$236K – – –
SC
715
Scotia Capital
Ontario, Canada
$235K – – –
SLA
716
Silver Lake Advisory
Utah
$232K +$220K +7,274 New
HGWM
717
Horst & Graben Wealth Management
Oregon
$232K +$272 +9 +0.1%
CFA
718
Camarda Financial Advisors
Florida
$232K – – –
ATPW
719
Ashton Thomas Private Wealth
Arizona
$232K – – –
HTC
720
Haverford Trust Company
Pennsylvania
$231K – – –
CC
721
Chicago Capital
Illinois
$229K – – –
HWP
722
Hibernia Wealth Partners
Louisiana
$228K +$332 +11 +0.2%
AWA
723
Acorn Wealth Advisors
Michigan
$228K – – –
RCS
724
Retirement Capital Strategies
California
$227K – – –
PIA
725
Panoramic Investment Advisors
Colorado
$226K +$214K +7,088 New
27 28
29
30 31