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Dimensional US Core Equity 2 ETF
DFAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NI
951
Natural Investments
California
$339K +$334K +8,569 New
RWA
952
River Wealth Advisors
Pennsylvania
$339K +$117 +3 +0%
NAM
953
NorthCrest Asset Manangement
Minnesota
$338K -$10.3K -263 -3%
SI
954
SimpliFi Inc
California
$337K – – –
TCM
955
Traynor Capital Management
Pennsylvania
$336K +$102K +2,605 +44%
FAT
956
First American Trust
California
$336K -$39.5K -1,012 -11%
LPT
957
Legacy Private Trust
Wisconsin
$335K +$331K +8,469 New
SWA
958
Strategies Wealth Advisors
Michigan
$335K -$50.5K -1,293 -13%
ML
959
McAdam LLC
Pennsylvania
$334K – – –
DG
960
Diesslin Group
Texas
$333K +$328K +8,410 New
SQA
961
Simon Quick Advisors
New Jersey
$332K – – –
VAG
962
VisionPoint Advisory Group
Texas
$332K +$45.3K +1,160 +16%
MPW
963
Magnolia Private Wealth
Pennsylvania
$328K – – –
AFG
964
Albion Financial Group
Utah
$328K – – –
KWA
965
Kingswood Wealth Advisors
California
$327K -$30.8K -788 -9%
SAM
966
Synergy Asset Management
Washington
$325K -$641K -16,420 -67%
EA
967
Ellsworth Advisors
Ohio
$325K +$742 +19 +0.2%
PRP
968
Peak Retirement Planning
Ohio
$325K +$742 +19 +0.2%
FNA
969
First National Advisers
Nebraska
$323K – – –
JHCP
970
Jackson Hole Capital Partners
Oklahoma
$322K +$742 +19 +0.2%
UWPG
971
Ullmann Wealth Partners Group
Florida
$319K – – –
GD
972
Grandfield & Dodd
New York
$318K – – –
ACC
973
Acorn Creek Capital
Colorado
$318K -$386K -9,892 -55%
PWMAG
974
Pinnacle Wealth Management Advisory Group
New Jersey
$318K – – –
LEFP
975
Leading Edge Financial Planning
Tennessee
$314K +$43.7K +1,119 +16%
37 38
39
40 41