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

Name Holding Trade Value Shares
Change 		Change in
Stake
VH
851
Visionary Horizons
Tennessee
$547K -$19.7K -490 -3%
P
852
&Partners
Tennessee
$546K +$201 +5 +0%
MFA
853
Morling Financial Advisors
California
$546K – – –
PA
854
Pinnacle Associates
New York
$541K -$27.7K -687 -5%
FA
855
Fiduciary Alliance
South Carolina
$540K -$24.2K -600 -4%
1WA
856
180 Wealth Advisors
Washington
$537K +$159K +3,951 +40%
DCM
857
Donaldson Capital Management
Indiana
$534K -$298K -7,392 -35%
MFT
858
Moisand Fitzgerald Tamayo
Florida
$532K +$11.5K +286 +2%
BAM
859
BOS Asset Management
Illinois
$529K +$135K +3,346 +33%
ATC
860
Argent Trust Co
Tennessee
$528K -$70.9K -1,761 -11%
WA
861
Waverly Advisors
Alabama
$524K +$544K +13,496 New
HC
862
Hamilton Capital
Ohio
$523K +$542K +13,463 New
WTB
863
Washington Trust Bank
Washington
$521K -$24.2K -601 -4%
YWM
864
Yoder Wealth Management
California
$521K – – –
XT
865
XTX Topco
Cayman Islands
$520K +$539K +13,390 New
DWP
866
Destiny Wealth Partners
Florida
$518K – – –
OC
867
Oppenheimer & Co
New York
$516K +$535K +13,275 New
MWM
868
Modern Wealth Management
Kansas
$513K -$14.4K -357 -3%
BIA
869
Bell Investment Advisors
California
$513K – – –
LFG
870
Lockerman Financial Group
California
$510K -$15.8K -393 -3%
CIC
871
Carnegie Investment Counsel
Ohio
$503K +$98.3K +2,439 +23%
MAA
872
Mraz Amerine & Associates
California
$498K -$23.8K -591 -4%
HG
873
Harbor Group
New Hampshire
$498K -$20.7K -513 -4%
HFA
874
Highland Financial Advisors
New Jersey
$498K -$50.9K -1,263 -9%
DWA
875
Delos Wealth Advisors
Texas
$497K +$515K +12,793 New
33 34
35
36 37