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

Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
126
Betterment LLC
New York
$21.8M +$4.32M +170,474 +25%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$21.1M -$313K -12,366 -1%
BFS
128
Beacon Financial Strategies
North Carolina
$21M -$11.9K -470 -0.1%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$21M +$2.47M +97,474 +13%
KAM
130
Kraft Asset Management
Tennessee
$20.9M -$1.67M -66,001 -7%
SP
131
Symmetry Partners
Connecticut
$20.9M -$248K -9,778 -1%
EWM
132
Empirical Wealth Management
Washington
$20.7M -$459K -18,110 -2%
MRWM
133
ML&R Wealth Management
Texas
$20.1M +$827K +32,644 +4%
NWM
134
Northwest Wealth Management
Iowa
$19.5M -$299K -11,811 -2%
SWM
135
Soundmark Wealth Management
Washington
$18.9M +$698K +27,556 +4%
TWA
136
Trellis Wealth Advisors
California
$18.9M +$2.33M +91,784 +14%
MCM
137
Morton Capital Management
California
$18.9M +$58.9K +2,325 +0.3%
BAM
138
Baldrige Asset Management
Pennsylvania
$18.8M +$138K +5,451 +0.7%
JP Morgan Chase
139
JP Morgan Chase
New York
$18.7M +$3.33M +131,384 +22%
CCMI
140
Creative Capital Management Investments
California
$18.7M +$5.61M +221,274 +43%
WA
141
Wealthstream Advisors
New York
$18.3M +$2.02M +79,869 +13%
RFP
142
Root Financial Partners
California
$18.2M +$18.1M +713,849 New
QHA
143
Quarry Hill Advisors
Minnesota
$17.9M +$1.5M +59,402 +9%
MML Investors Services
144
MML Investors Services
Massachusetts
$17.8M -$2.99M -118,186 -14%
UCFA
145
United Capital Financial Advisors
Texas
$17.8M -$2.1M -83,030 -11%
VCM
146
Versant Capital Management
Arizona
$17.1M +$86K +3,393 +0.5%
CA
147
Cetera Advisors
Colorado
$17M +$408K +16,124 +2%
Bank of America
148
Bank of America
North Carolina
$17M +$9.48M +374,366 +128%
PCM
149
Passive Capital Management
Maryland
$16.9M +$1.15M +45,532 +7%
Truist Financial
150
Truist Financial
North Carolina
$16.8M +$5M +197,415 +43%
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