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

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
851
Retirement Income Solutions
Michigan
$363K – – –
VA
852
Vident Advisory
Georgia
$361K -$30.8K -825 -8%
WN
853
Williams & Novak
California
$359K -$30.4K -814 -8%
AWM
854
Angeles Wealth Management
California
$359K – – –
BM
855
Berman McAleer
Maryland
$357K +$346K +9,260 New
JWM
856
Jessup Wealth Management
Ohio
$357K – – –
GTAM
857
Global Trust Asset Management
Florida
$356K -$1.87K -50 -0.5%
SFS
858
Summit Financial Strategies
Ohio
$356K – – –
RWP
859
Ridgeline Wealth Planning
Ohio
$356K – – –
PVI
860
Pine Valley Investments
New Jersey
$354K -$40.4K -1,082 -11%
FFWA
861
FRG Family Wealth Advisors
Washington
$352K +$933 +25 +0.3%
WCM
862
Wealthcare Capital Management
Virginia
$352K -$10.9K -292 -3%
WTB
863
Washington Trust Bank
Washington
$351K – – –
KWA
864
Kingswood Wealth Advisors
California
$349K -$19.1K -513 -5%
JGIA
865
Jackson Grant Investment Advisers
Connecticut
$347K +$335K +8,990 New
WAG
866
Wallace Advisory Group
California
$345K +$1.04K +28 +0.3%
RBC
867
Romano Brothers & Co
Illinois
$341K – – –
DFS
868
Dixon Fnancial Services
California
$337K – – –
HFP
869
Holistic Financial Partners
Indiana
$335K +$933 +25 +0.3%
NAM
870
NorthCrest Asset Manangement
Minnesota
$335K – – –
EFS
871
Essex Financial Services
Connecticut
$334K +$6.98K +187 +2%
TF
872
Tenon Financial
New Jersey
$334K – – –
PCH
873
PGIM Custom Harvest
New Jersey
$333K – – –
MAG
874
Mokosak Advisory Group
Iowa
$331K +$896 +24 +0.3%
RWA
875
River Wealth Advisors
Pennsylvania
$330K +$43.1K +1,154 +16%
33 34
35
36 37