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

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
701
Pettinga Financial Advisors
Indiana
$586K – – –
IA
702
Integrity Alliance
Iowa
$585K +$595K +16,898 New
R
703
Rebalance
California
$582K – – –
CWA
704
CogentBlue Wealth Advisors
Tennessee
$579K +$590K +16,740 New
EF
705
Exeter Financial
Arizona
$579K +$528 +15 +0.1%
EA
706
Evolution Advisers
Virginia
$576K – – –
DWM
707
Destination Wealth Management
California
$571K -$40.3K -1,143 -6%
WA
708
WBH Advisory
Maryland
$570K – – –
FA
709
FSA Advisors
Michigan
$568K -$66.2K -1,879 -10%
SAM
710
Synergy Asset Management
Washington
$565K +$289K +8,210 +100%
BCA
711
Bay Capital Advisors
Virginia
$564K +$574K +16,293 New
SW
712
Simplicity Wealth
New Jersey
$564K -$18M -509,955 -97%
MAS
713
MPWM Advisory Solutions
Georgia
$559K +$569K +16,163 New
KIM
714
Kestra Investment Management
Texas
$556K +$58.2K +1,654 +11%
TPI
715
Trust Point Inc
Wisconsin
$552K +$562K +15,945 New
MC
716
Moors & Cabot
Massachusetts
$549K – – –
BWP
717
Balboa Wealth Partners
Arizona
$548K -$18.7K -531 -3%
GWM
718
GDS Wealth Management
Texas
$547K – – –
BIA
719
Bell Investment Advisors
California
$546K – – –
MFG
720
Magnus Financial Group
New York
$546K +$1.62K +46 +0.3%
TIA
721
Traphagen Investment Advisors
New Jersey
$544K +$553K +15,715 New
TF
722
Threadgill Financial
Texas
$543K – – –
HH
723
Hilltop Holdings
Texas
$543K +$247 +7 +0%
T
724
Tableaux
Massachusetts
$541K +$551K +15,649 New
WSFS
725
Wilmington Savings Fund Society
Delaware
$534K – – –
27 28
29
30 31