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

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
901
Cypress Wealth Services
California
$421K +$415K +10,624 New
RIA
902
Regal Investment Advisors
Michigan
$420K – – –
WTC
903
WhitTier Trust Company
Nevada
$417K – – –
CIC
904
Carnegie Investment Counsel
Ohio
$416K – – –
WP
905
WealthShield Partners
North Carolina
$412K +$507 +13 +0.1%
CPWL
906
Coquina Private Wealth LLC
Florida
$408K +$403K +10,316 New
GSWM
907
Golden State Wealth Management
California
$407K -$88.2K -2,259 -18%
TF
908
Trek Financial
Arizona
$407K – – –
PSP
909
Principal Street Partners
Tennessee
$406K – – –
VC
910
Vestor Capital
Illinois
$406K +$1.02M +26,013 +254%
BCWM
911
Bartlett & Co Wealth Management
Ohio
$406K – – –
BAM
912
BOS Asset Management
Illinois
$406K +$2.65K +68 +0.7%
MAM
913
Marotta Asset Management
Virginia
$404K – – –
EWM
914
Evercore Wealth Management
New York
$403K – – –
OWA
915
Oak Wealth Advisors
Illinois
$402K -$288K -7,387 -42%
BCM
916
Banyan Capital Management
Georgia
$401K +$195 +5 +0%
MAMG
917
Milestone Asset Management Group
Connecticut
$399K +$133K +3,401 +51%
CWG
918
Cornerstone Wealth Group
North Carolina
$398K – – –
HFS
919
Hantz Financial Services
Michigan
$395K -$5.89K -151 -1%
M
920
MATAURO
New York
$392K +$898 +23 +0.2%
HA
921
Hanover Advisors
South Carolina
$392K +$3.12K +80 +0.8%
1WA
922
180 Wealth Advisors
Washington
$391K +$15.7K +401 +4%
SWP
923
Significant Wealth Partners
Illinois
$386K – – –
BFA
924
Ballast Financial Advisors
Pennsylvania
$385K +$380K +9,734 New
BP
925
BBR Partners
New York
$384K +$859 +22 +0.2%
35 36
37
38 39