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

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
901
MTM Investment Management
South Carolina
$439K – – –
GGS
902
Galvin Gaustad & Stein
Arizona
$439K +$1.13K +28 +0.2%
SPP
903
Single Point Partners
Massachusetts
$437K – – –
BNA
904
BankChampaign National Association
Illinois
$435K +$359K +8,922 +391%
BCWM
905
Bartlett & Co Wealth Management
Ohio
$433K – – –
PWW
906
Pettyjohn Wood & White
Virginia
$430K +$446K +11,077 New
MCM
907
Monument Capital Management
Virginia
$428K – – –
SWM
908
Seed Wealth Management
Illinois
$427K – – –
SPC
909
Sigma Planning Corp
Michigan
$426K -$126K -3,127 -22%
OA
910
Oxbow Advisors
Texas
$424K – – –
CWG
911
Cornerstone Wealth Group
North Carolina
$422K – – –
TSS
912
Two Sigma Securities
New York
$421K +$436K +10,825 New
BP
913
BWM Planning
Texas
$421K -$46.7K -1,158 -10%
GEA
914
Glen Eagle Advisors
New Jersey
$419K – – –
GPA
915
Garrison Point Advisors
California
$418K – – –
FG
916
Fairman Group
Pennsylvania
$415K +$1.09K +27 +0.3%
MAMG
917
Milestone Asset Management Group
Connecticut
$415K +$24.1K +597 +6%
EGWAG
918
Elwood & Goetz Wealth Advisory Group
Georgia
$415K – – –
RIA
919
Regal Investment Advisors
Michigan
$412K – – –
OFG
920
Orcam Financial Group
California
$409K +$424K +10,518 New
TSMHT
921
Thurston Springer Miller Herd & Titak
Indiana
$409K +$424K +10,513 New
MAM
922
McLaughlin Asset Management
Illinois
$406K +$421K +10,454 New
WTC
923
WhitTier Trust Company
Nevada
$406K – – –
WP
924
WealthShield Partners
North Carolina
$405K +$604 +15 +0.1%
MAM
925
Marotta Asset Management
Virginia
$399K -$322 -8 -0.1%
35 36
37
38 39