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

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1001
Spire Wealth Management
Virginia
$43.5K – – –
AWM
1002
Abound Wealth Management
Tennessee
$40.7K -$5.87K -176 -13%
AA
1003
Ancora Advisors
Ohio
$38.4K +$35.8K +1,072 New
CFS
1004
CGC Financial Services
Oregon
$38.3K – – –
BFS
1005
Bare Financial Services
Pennsylvania
$36.1K – – –
TFG
1006
Team Financial Group
California
$34.9K +$32.5K +975 New
BTD
1007
BankPlus Trust Department
Mississippi
$30K +$27.9K +836 New
SAM
1008
S.A. Mason
Michigan
$29.7K – – –
GJIA
1009
Glass Jacobson Investment Advisors
Maryland
$29.4K – – –
TCM
1010
Traub Capital Management
Massachusetts
$25.3K +$23.6K +706 New
PSFG
1011
Park Square Financial Group
Georgia
$24.6K – – –
NCM
1012
Northwest Capital Management
Oregon
$24.2K -$85.9K -2,574 -79%
EK
1013
Evensky & Katz
Florida
$23K +$67 +2 +0.3%
BFO
1014
Biltmore Family Office
North Carolina
$22.5K – – –
MWA
1015
Medallion Wealth Advisors
Connecticut
$19.7K – – –
WTFG
1016
Wood Tarver Financial Group
Idaho
$19K – – –
VWWMG
1017
Vermillion & White Wealth Management Group
Pennsylvania
$18K – – –
PAM
1018
Parvin Asset Management
South Dakota
$17.9K – – –
WAS
1019
Winch Advisory Services
Wisconsin
$16.9K +$33 +1 +0.2%
MPWT
1020
MassMutual Private Wealth & Trust
Connecticut
$11.6K +$10.8K +324 New
CIAS
1021
Capital Investment Advisory Services
North Carolina
$11.3K -$50K -1,499 -83%
AIC
1022
Archer Investment Corporation
Indiana
$11K – – –
SAS
1023
Spurstone Advisory Services
Connecticut
$9.03K – – –
CWM
1024
Cranbrook Wealth Management
Michigan
$7.42K – – –
RWA
1025
Redmont Wealth Advisors
Illinois
$6.06K – – –
39 40
41
42 43