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

Name Holding Trade Value Shares
Change 		Change in
Stake
M1FG
951
Mach-1 Financial Group
Arkansas
$344K -$96.4M -2,470,232 -100%
PCH
952
PGIM Custom Harvest
New Jersey
$342K – – –
MAG
953
Mokosak Advisory Group
Iowa
$340K +$742 +19 +0.2%
NI
954
Natural Investments
California
$339K +$334K +8,569 New
RWA
955
River Wealth Advisors
Pennsylvania
$339K +$117 +3 +0%
NAM
956
NorthCrest Asset Manangement
Minnesota
$338K -$10.3K -263 -3%
SI
957
SimpliFi Inc
California
$337K – – –
TCM
958
Traynor Capital Management
Pennsylvania
$336K +$102K +2,605 +44%
FAT
959
First American Trust
California
$336K -$39.5K -1,012 -11%
LPT
960
Legacy Private Trust
Wisconsin
$335K +$331K +8,469 New
SWA
961
Strategies Wealth Advisors
Michigan
$335K -$50.5K -1,293 -13%
ML
962
McAdam LLC
Pennsylvania
$334K – – –
DG
963
Diesslin Group
Texas
$333K +$328K +8,410 New
SQA
964
Simon Quick Advisors
New Jersey
$332K – – –
VAG
965
VisionPoint Advisory Group
Texas
$332K +$45.3K +1,160 +16%
MPW
966
Magnolia Private Wealth
Pennsylvania
$328K – – –
AFG
967
Albion Financial Group
Utah
$328K – – –
KWA
968
Kingswood Wealth Advisors
California
$327K -$30.8K -788 -9%
SAM
969
Synergy Asset Management
Washington
$325K -$641K -16,420 -67%
EA
970
Ellsworth Advisors
Ohio
$325K +$742 +19 +0.2%
PRP
971
Peak Retirement Planning
Ohio
$325K +$742 +19 +0.2%
FNA
972
First National Advisers
Nebraska
$323K – – –
JHCP
973
Jackson Hole Capital Partners
Oklahoma
$322K +$742 +19 +0.2%
UWPG
974
Ullmann Wealth Partners Group
Florida
$319K – – –
GD
975
Grandfield & Dodd
New York
$318K – – –
37 38
39
40 41