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

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1051
Annex Advisory Services
Wisconsin
$227K +$223K +5,724 New
KFAA
1052
Klaas Financial Asset Advisors
Illinois
$226K -$88K -2,254 -28%
ERWM
1053
Elk River Wealth Management
Colorado
$224K – – –
SSWM
1054
Sheets Smith Wealth Management
North Carolina
$224K +$507 +13 +0.2%
WJA
1055
Willis Johnson & Associates
Texas
$223K – – –
HI
1056
Harper Investing
California
$222K +$507 +13 +0.2%
OA
1057
Operose Advisors
Wisconsin
$221K +$507 +13 +0.2%
TIM
1058
Thompson Investment Management
Wisconsin
$220K – – –
TC
1059
Trilogy Capital
California
$218K – – –
PAM
1060
PVG Asset Management
Colorado
$218K – – –
LIM
1061
Lathrop Investment Management
Arkansas
$218K – – –
FPW
1062
Flagship Private Wealth
Massachusetts
$218K – – –
SF
1063
Slagle Financial
Illinois
$216K +$213K +5,465 New
BWA
1064
BlueChip Wealth Advisors
Georgia
$216K -$13.7K -350 -6%
RIG
1065
RiverFront Investment Group
Virginia
$216K – – –
OCG
1066
Opus Capital Group
Ohio
$214K – – –
CA
1067
CWC Advisors
Oregon
$212K – – –
CRC
1068
Catawba River Capital
South Carolina
$211K +$208K +5,330 New
GSEP
1069
Golden State Equity Partners
California
$209K +$207K +5,291 New
LCS
1070
Levin Capital Strategies
New York
$208K – – –
PCM
1071
Permanent Capital Management
Illinois
$208K – – –
MW
1072
MBL Wealth
North Carolina
$206K +$203K +5,200 New
BFA
1073
Beaumont Financial Advisors
Massachusetts
$205K +$202K +5,167 New
CWA
1074
Clarus Wealth Advisors
Arizona
$203K +$195K +4,988 New
VPP
1075
Vertex Planning Partners
Illinois
$203K +$200K +5,115 New
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