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

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMT
951
Legacy Wealth Management (Tennessee)
Tennessee
$213K +$199K +5,951 New
AUB
952
Atlantic Union Bankshares
Virginia
$210K +$196K +5,872 New
MWG
953
Martin Worley Group
Utah
$210K -$326K -9,773 -63%
PA
954
Pinnacle Associates
New York
$210K +$195K +5,846 New
CBT
955
CoreFirst Bank & Trust
Kansas
$208K +$194K +5,816 New
BWA
956
BlueChip Wealth Advisors
Georgia
$208K -$25K -750 -11%
GLA
957
Good Life Advisors
Pennsylvania
$208K +$193K +5,800 New
CB
958
Cadence Bank
Mississippi
$204K +$190K +5,701 New
GB
959
Goepper Burkhardt
South Carolina
$204K -$124K -3,732 -40%
ERWM
960
Elk River Wealth Management
Colorado
$203K +$189K +5,661 New
WJA
961
Willis Johnson & Associates
Texas
$202K +$188K +5,624 New
SSWM
962
Sheets Smith Wealth Management
North Carolina
$201K +$187K +5,620 New
SWP
963
Sagespring Wealth Partners
Tennessee
$200K -$265K -7,932 -59%
TIM
964
Thompson Investment Management
Wisconsin
$200K – – –
OA
965
Operose Advisors
Wisconsin
$199K – – –
RF
966
Rossby Financial
Florida
$187K – – –
RI
967
Ridgewood Investments
New Jersey
$187K – – –
NMG
968
New Millennium Group
Utah
$187K +$534 +16 +0.3%
AAS
969
Ameritas Advisory Services
Nebraska
$181K -$158K -4,724 -48%
HNB
970
Huntington National Bank
Ohio
$179K – – –
KPP
971
Kings Path Partners
Texas
$175K +$163K +4,873 New
FFO
972
Fortitude Family Office
Arizona
$169K +$46.1K +1,383 +41%
TCA
973
Trifecta Capital Advisors
Illinois
$161K – – –
GIM
974
Glenmede Investment Management
Pennsylvania
$157K +$146K +4,380 New
ME
975
McIlrath & Eck
Washington
$145K – – –
37 38
39
40 41