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

Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
1026
MBM Wealth Consultants
Missouri
$270K – – –
WN
1027
Williams & Novak
California
$269K – – –
AFG
1028
Atomi Financial Group
New York
$268K -$252K -6,259 -48%
PSP
1029
Principal Street Partners
Tennessee
$267K -$136K -3,386 -33%
EFG
1030
Embree Financial Group
Illinois
$266K – – –
LEFP
1031
Leading Edge Financial Planning
Tennessee
$265K -$45.1K -1,119 -14%
GWMT
1032
Guardian Wealth Management (Tennessee)
Tennessee
$264K +$6.61K +164 +2%
MJRIC
1033
Mogy Joel R Investment Counsel
California
$262K -$25.8K -640 -9%
LWM
1034
Lodestone Wealth Management
Washington
$261K – – –
PC
1035
Prairiewood Capital
North Dakota
$260K – – –
AC
1036
Annandale Capital
Texas
$260K -$2.54K -63 -0.9%
NGA
1037
Naples Global Advisors
Florida
$259K – – –
PFA
1038
Pinnacle Family Advisors
Missouri
$259K +$18.9K +469 +8%
CI
1039
CX Institutional
Indiana
$258K +$645 +16 +0.2%
EA
1040
Ellsworth Advisors
Ohio
$255K -$56.7K -1,408 -18%
RWP
1041
Ridgecrest Wealth Partners
California
$254K – – –
IF
1042
Ironwood Financial
Arizona
$253K – – –
RBC
1043
Roble Belko & Company
Pennsylvania
$252K – – –
LIA
1044
Lynx Investment Advisory
District of Columbia
$252K -$9.91K -246 -4%
FFA
1045
First Foundation Advisors
California
$250K – – –
GTAM
1046
Global Trust Asset Management
Florida
$247K – – –
TF
1047
Thayer Financial
North Carolina
$245K +$1.01K +25 +0.4%
PAM
1048
PVG Asset Management
Colorado
$245K – – –
SWM
1049
Selby Wealth Management
California
$245K – – –
DI
1050
Disciplined Investments
Oklahoma
$244K +$253K +6,276 New
40 41
42
43 44