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

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
901
Lincoln Capital
Nebraska
$278K – – –
CD
902
Chapin Davis
Maryland
$275K – – –
SWA
903
Strategies Wealth Advisors
Michigan
$275K -$14.3K -429 -5%
SAM
904
Stansberry Asset Management
Texas
$270K – – –
RWA
905
River Wealth Advisors
Pennsylvania
$265K – – –
MJRIC
906
Mogy Joel R Investment Counsel
California
$264K – – –
SLA
907
Silver Lake Advisory
Utah
$264K +$734 +22 +0.3%
HBT
908
Hills Bank & Trust
Iowa
$262K – – –
HGWM
909
Horst & Graben Wealth Management
Oregon
$262K -$133 -4 -0.1%
CFA
910
Camarda Financial Advisors
Florida
$260K – – –
HTC
911
Haverford Trust Company
Pennsylvania
$259K – – –
AWM
912
Accel Wealth Management
Iowa
$259K +$167 +5 +0.1%
CC
913
Chicago Capital
Illinois
$257K – – –
GAA
914
Guardian Asset Advisors
Pennsylvania
$256K -$16.1K -484 -6%
BAM
915
Belpointe Asset Management
Nevada
$256K -$6.61K -198 -3%
SAM
916
Strategy Asset Managers
California
$255K – – –
RCS
917
Retirement Capital Strategies
California
$255K – – –
WWA
918
Wingate Wealth Advisors
Massachusetts
$253K – – –
CPSAC
919
Chas P. Smith & Associates (CPS)
Florida
$249K – – –
MWC
920
MBM Wealth Consultants
Missouri
$249K – – –
FWA
921
FSC Wealth Advisors
New York
$248K +$230K +6,907 New
SF
922
Synovus Financial
Georgia
$247K +$667 +20 +0.3%
SWRP
923
Summit Wealth & Retirement Planning
California
$247K +$26.2K +784 +13%
SI
924
Stephens Inc
Arkansas
$246K – – –
P
925
&Partners
Tennessee
$246K +$167 +5 +0.1%
35 36
37
38 39