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

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
776
Elevation Wealth Partners
California
$756K +$1.93K +48 +0.2%
KAS
777
KPP Advisory Services
Kentucky
$748K -$2.01K -50 -0.3%
AHC
778
Anderson Hoagland & Co
Missouri
$748K – – –
BAM
779
Belpointe Asset Management
Nevada
$747K -$372K -9,225 -32%
FCA
780
Fortis Capital Advisors
Kansas
$747K -$372K -9,225 -32%
RWM
781
Revisor Wealth Management
Ohio
$747K – – –
BTW
782
Boston Trust Walden
Massachusetts
$745K -$95.6K -2,373 -11%
SFS
783
Security Financial Services
Indiana
$742K -$34.4K -854 -4%
ML
784
Mayport LLC
Massachusetts
$739K – – –
SEIA
785
Signature Estate & Investment Advisors
California
$732K +$1.05K +26 +0.1%
SHF
786
Stage Harbor Financial
Massachusetts
$720K – – –
CSIC
787
Clifford Swan Investment Counsel
California
$718K -$1.41K -35 -0.2%
FVWA
788
Foster Victor Wealth Advisors
South Carolina
$712K +$1.77K +44 +0.3%
IA
789
IFG Advisory
Georgia
$707K -$37.7M -936,377 -98%
CCIA
790
Cherry Creek Investment Advisors
Colorado
$706K – – –
NPAN
791
Northeast Planning Associates NH
New Hampshire
$705K – – –
IFWM
792
Institute for Wealth Management
Colorado
$703K – – –
MCC
793
Money Concepts Capital
Florida
$701K -$403 -10 -0.1%
PFA
794
Pettinga Financial Advisors
Indiana
$700K – – –
CT
795
Colonial Trust
South Carolina
$697K – – –
BCM
796
Blume Capital Management
California
$686K +$13.5K +335 +2%
AGP
797
Autumn Glory Partners
Texas
$683K – – –
RF
798
Rossby Financial
Florida
$681K +$511K +12,694 +269%
PS
799
Principal Securities
Iowa
$680K -$48.3K -1,198 -6%
CIA
800
Capital Investment Advisors
Georgia
$678K +$248K +6,144 +54%
30 31
32
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