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

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
926
Embree Financial Group
Illinois
$245K – – –
GLLW
927
Graves Light Lenhart Wealth
Virginia
$245K +$567 +17 +0.2%
LEFP
928
Leading Edge Financial Planning
Tennessee
$245K – – –
1WA
929
180 Wealth Advisors
Washington
$244K +$227K +6,806 New
AC
930
Annandale Capital
Texas
$242K +$21.7K +650 +11%
LWM
931
Lodestone Wealth Management
Washington
$240K – – –
NGA
932
Naples Global Advisors
Florida
$239K – – –
BOSSRA
933
B.O.S.S. Retirement Advisors
Utah
$239K +$222K +6,658 New
RWP
934
Ridgecrest Wealth Partners
California
$235K – – –
RBC
935
Roble Belko & Company
Pennsylvania
$232K – – –
IC
936
Innealta Capital
Texas
$231K – – –
OAS
937
Optivise Advisory Services
Tennessee
$231K – – –
FFA
938
First Foundation Advisors
California
$230K – – –
GIA
939
Gladstone Institutional Advisory
Florida
$230K +$214K +6,422 New
MAMG
940
Milestone Asset Management Group
Connecticut
$230K +$767 +23 +0.4%
RIL
941
Rothschild Investment LLC
Illinois
$228K – – –
AAG
942
Armstrong Advisory Group
Massachusetts
$224K -$20.7K -621 -9%
CGH
943
Crossmark Global Holdings
Texas
$224K – – –
CAS
944
Coppell Advisory Solutions
Texas
$222K – – –
WFA
945
WMG Financial Advisors
Tennessee
$222K – – –
PFA
946
Pinnacle Family Advisors
Missouri
$219K +$204K +6,118 New
SWM
947
SpringVest Wealth Management
Texas
$217K +$202K +6,068 New
RIM
948
Ryan Investment Management
Colorado
$215K +$200K +6,009 New
BIM
949
Bridges Investment Management
Nebraska
$215K +$200K +6,000 New
IF
950
Ironwood Financial
Arizona
$214K – – –
36 37
38
39 40