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

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
726
Providence Capital Advisors
North Carolina
$526K – – –
JFGLC
727
Johnson Financial Group LLC (Colorado)
Colorado
$522K – – –
AG
728
Ascent Group
Virginia
$521K -$47K -1,336 -8%
CAM
729
CPA Asset Management
Florida
$518K +$67.3K +1,912 +15%
FF
730
Francis Financial
$515K -$171K -4,851 -25%
HG
731
Harbor Group
New Hampshire
$508K -$1.37K -39 -0.3%
WTA
732
Washington Trust Advisors
Massachusetts
$503K – – –
MFA
733
Morling Financial Advisors
California
$501K – – –
RA
734
Rockingstone Advisors
Massachusetts
$501K – – –
BFM
735
Boston Financial Management
Massachusetts
$496K – – –
BIA
736
Barry Investment Advisors
Massachusetts
$495K +$1.58K +45 +0.3%
BW
737
BostonPremier Wealth
Massachusetts
$493K +$502K +14,266 New
HFA
738
Highland Financial Advisors
New Jersey
$493K – – –
KWAG
739
Kiely Wealth Advisory Group
North Carolina
$487K +$179K +5,078 +59%
AA
740
Advisory Alpha
Michigan
$478K +$35 +1 +0%
LFG
741
Lockerman Financial Group
California
$468K – – –
MFT
742
Moisand Fitzgerald Tamayo
Florida
$467K +$6.66K +189 +1%
NW
743
NewEdge Wealth
Pennsylvania
$466K – – –
CAG
744
Crestwood Advisors Group
Massachusetts
$464K -$14.5K -412 -3%
SHGA
745
Sand Hill Global Advisors
California
$462K -$14.9K -422 -3%
GWANC
746
Guardian Wealth Advisors (North Carolina)
North Carolina
$462K +$26.8K +761 +6%
DWP
747
Destiny Wealth Partners
Florida
$461K – – –
FA
748
Fiduciary Alliance
South Carolina
$455K -$5.11K -145 -1%
EFP
749
EnRich Financial Partners
Wisconsin
$453K -$10.2K -289 -2%
NWM
750
Navigoe Wealth Management
California
$452K +$461K +13,096 New
28 29
30
31 32