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

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
851
Fiduciary Alliance
South Carolina
$540K – – –
LFG
852
Lockerman Financial Group
California
$535K – – –
NW
853
NewEdge Wealth
Pennsylvania
$533K – – –
MWM
854
Modern Wealth Management
Kansas
$533K -$44.4K -1,137 -8%
MAA
855
Mraz Amerine & Associates
California
$531K -$12.5K -320 -2%
YWM
856
Yoder Wealth Management
California
$531K -$297K -7,600 -36%
MFT
857
Moisand Fitzgerald Tamayo
Florida
$531K +$9.02K +231 +2%
HG
858
Harbor Group
New Hampshire
$528K -$18.9K -484 -4%
BIA
859
Bell Investment Advisors
California
$522K -$101K -2,580 -16%
AFG
860
Atomi Financial Group
New York
$521K -$682K -17,461 -57%
EFP
861
EnRich Financial Partners
Wisconsin
$519K +$14.5K +372 +3%
RL
862
Rogco LP
Oklahoma
$505K +$498K +12,760 New
KWS
863
Keystone Wealth Services
California
$503K – – –
BCA
864
Bay Colony Advisors
Massachusetts
$502K +$495K +12,686 New
PWM
865
Platt Wealth Management
California
$501K +$494K +12,665 New
AWE
866
Avidian Wealth Enterprises
Texas
$498K +$703 +18 +0.1%
GWM
867
Gibbs Wealth Management
Georgia
$498K – – –
TBT
868
Texas Bank & Trust
Texas
$496K – – –
CWA
869
Canvas Wealth Advisors
Kansas
$496K +$59.3K +1,520 +14%
RWP
870
RWA Wealth Partners
Massachusetts
$495K -$49.8K -1,277 -9%
RFA
871
Reyes Financial Architecture
California
$491K – – –
NWM
872
Navigoe Wealth Management
California
$491K -$21.4K -549 -4%
EFA
873
Edge Financial Advisors
Illinois
$480K -$43.8K -1,121 -8%
CA
874
COFG Advisors
Illinois
$476K +$469K +12,013 New
RF
875
Robinswood Financial
Washington
$475K +$78 +2 +0%
33 34
35
36 37