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

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1051
Naples Global Advisors
Florida
$296K – – –
WN
1052
Williams & Novak
California
$291K -$13.6K -318 -5%
RWP
1053
Ridgecrest Wealth Partners
California
$290K – – –
IF
1054
Ironwood Financial
Arizona
$289K – – –
LIA
1055
Lynx Investment Advisory
District of Columbia
$288K +$128 +3 +0%
RBC
1056
Roble Belko & Company
Pennsylvania
$287K – – –
FFA
1057
First Foundation Advisors
California
$285K – – –
GIA
1058
Gladstone Institutional Advisory
Florida
$285K -$37.3K -871 -12%
CRC
1059
Catawba River Capital
South Carolina
$282K +$39.4K +920 +17%
GTAM
1060
Global Trust Asset Management
Florida
$282K – – –
EGA
1061
E&G Advisors
Texas
$281K -$27.8K -650 -9%
SLA
1062
Silver Lake Advisory
Utah
$280K +$270K +6,315 New
SWM
1063
Selby Wealth Management
California
$280K – – –
TF
1064
Thayer Financial
North Carolina
$279K -$1.11K -26 -0.4%
SWM
1065
SpringVest Wealth Management
Texas
$279K +$9.16K +214 +4%
AAG
1066
Armstrong Advisory Group
Massachusetts
$279K +$299 +7 +0.1%
LWMT
1067
Legacy Wealth Management (Tennessee)
Tennessee
$278K – – –
HA
1068
Huntleigh Advisors
Missouri
$277K – – –
EA
1069
Ellsworth Advisors
Ohio
$275K -$16.6K -388 -6%
VPP
1070
Vertex Planning Partners
Illinois
$275K – – –
EPM
1071
Elm Partners Management
Pennsylvania
$275K +$265K +6,201 New
OAS
1072
Optivise Advisory Services
Tennessee
$275K – – –
BDF
1073
Black Diamond Financial
Maryland
$274K – – –
CFA
1074
CWS Financial Advisors
Michigan
$272K – – –
IWS
1075
Intentional Wealth Strategies
Colorado
$271K – – –
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43
44 45