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

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
876
Plante Moran Financial Advisors
Michigan
$304K – – –
EFS
877
Essex Financial Services
Connecticut
$304K +$21.2K +635 +8%
ML
878
McAdam LLC
Pennsylvania
$302K – – –
IA
879
Inspire Advisors
Idaho
$301K +$801 +24 +0.3%
SQA
880
Simon Quick Advisors
New Jersey
$301K – – –
FCG
881
Fielder Capital Group
Tennessee
$298K -$33.1K -991 -11%
RH
882
RFG Holdings
Texas
$298K +$277K +8,302 New
MPW
883
Magnolia Private Wealth
Pennsylvania
$297K – – –
AFG
884
Albion Financial Group
Utah
$297K – – –
SAM
885
Synergy Asset Management
Washington
$294K – – –
PRP
886
Peak Retirement Planning
Ohio
$293K +$272K +8,166 New
UWPG
887
Ullmann Wealth Partners Group
Florida
$293K +$801 +24 +0.3%
FNA
888
First National Advisers
Nebraska
$292K – – –
WCP
889
Wealthcare Capital Partners
Pennsylvania
$291K +$9.84K +295 +4%
JHCP
890
Jackson Hole Capital Partners
Oklahoma
$290K +$801 +24 +0.3%
BPWM
891
Black Point Wealth Management
Florida
$288K -$771K -23,117 -74%
GD
892
Grandfield & Dodd
New York
$288K -$33.4K -1,000 -11%
KFAA
893
Klaas Financial Asset Advisors
Illinois
$285K – – –
GCM
894
G2 Capital Management
Ohio
$284K -$85K -2,548 -24%
EA
895
Ellsworth Advisors
Ohio
$284K -$21K -630 -7%
CA
896
Clearstead Advisors
Ohio
$282K +$87.4K +2,619 +50%
FMN
897
Financial Management Network
California
$281K – – –
WA
898
Waddell & Associates
Tennessee
$281K – – –
FG
899
Foster Group
Iowa
$279K -$23.2K -695 -8%
PFA
900
Pillar Financial Advisors
Kentucky
$279K +$400 +12 +0.2%
34 35
36
37 38