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

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
926
Summit Wealth & Retirement Planning
California
$266K – – –
SI
927
Stephens Inc
Arkansas
$265K – – –
GLLW
928
Graves Light Lenhart Wealth
Virginia
$264K +$597 +16 +0.2%
EFG
929
Embree Financial Group
Illinois
$264K – – –
LEFP
930
Leading Edge Financial Planning
Tennessee
$263K – – –
AC
931
Annandale Capital
Texas
$261K – – –
LIA
932
Lynx Investment Advisory
District of Columbia
$259K +$251K +6,726 New
LWM
933
Lodestone Wealth Management
Washington
$259K – – –
PC
934
Prairiewood Capital
North Dakota
$258K +$250K +6,692 New
MAMG
935
Milestone Asset Management Group
Connecticut
$257K +$9.63K +258 +4%
NGA
936
Naples Global Advisors
Florida
$257K – – –
RWP
937
Ridgecrest Wealth Partners
California
$252K – – –
IF
938
Ironwood Financial
Arizona
$251K +$1.38K +37 +0.6%
RBC
939
Roble Belko & Company
Pennsylvania
$250K – – –
IC
940
Innealta Capital
Texas
$249K – – –
FFA
941
First Foundation Advisors
California
$248K – – –
GIA
942
Gladstone Institutional Advisory
Florida
$248K – – –
RIL
943
Rothschild Investment LLC
Illinois
$246K – – –
SLA
944
Silver Lake Advisory
Utah
$242K -$41.3K -1,107 -15%
AAG
945
Armstrong Advisory Group
Massachusetts
$241K +$261 +7 +0.1%
HA
946
Huntleigh Advisors
Missouri
$241K +$233K +6,253 New
WFA
947
WMG Financial Advisors
Tennessee
$239K – – –
OAS
948
Optivise Advisory Services
Tennessee
$239K -$9.33K -250 -4%
BDF
949
Black Diamond Financial
Maryland
$238K +$230K +6,175 New
XT
950
XTX Topco
Cayman Islands
$237K -$219K -5,859 -49%
36 37
38
39 40