Cranbrook Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Cranbrook Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.3K	Buy	526 +319	+154%	+$13.6K	﹤0.01%	244
2026 Q1	$8.05K	Hold	207	–	–	﹤0.01%	296
2025 Q4	$8.2K	Hold	207	–	–	﹤0.01%	311
2025 Q3	$7.99K	Hold	207	–	–	﹤0.01%	313
2025 Q2	$7.42K	Hold	207	–	–	﹤0.01%	318
2025 Q1	$6.83K	Hold	207	–	–	﹤0.01%	296
2024 Q4	$7.16K	Hold	207	–	–	﹤0.01%	289
2024 Q3	$7.1K	Hold	207	–	–	﹤0.01%	284
2024 Q2	$6.68K	Hold	207	–	–	﹤0.01%	263
2024 Q1	$6.62K	Hold	207	–	–	﹤0.01%	247
2023 Q4	$6.05K	Hold	207	–	–	﹤0.01%	254
2023 Q3	$5.43K	Hold	207	–	–	﹤0.01%	251
2023 Q2	$5.62K	Hold	207	–	–	﹤0.01%	251
2023 Q1	$5.28K	Buy	+207	New	+$5.24K	﹤0.01%	254

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Cranbrook Wealth Management's DFAC Position: Q2 2026 in Review

Cranbrook Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 154% in Q2 2026, buying an estimated $13.6K and bringing the position to 526 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Cranbrook Wealth Management first reported a position in DFAC in Q1 2023 and has held it in 14 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Cranbrook Wealth Management held 526 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $23.3K as of Q2 2026.
Cranbrook Wealth Management bought 319 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $13.6K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up ﹤0.01% of Cranbrook Wealth Management's portfolio in Q2 2026, its #244 holding.
Cranbrook Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2023 and has held it in 14 quarters since.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.