Cranbrook Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.55K	Hold	50	–	–	﹤0.01%	339
2025 Q4	$3.48K	Hold	50	–	–	﹤0.01%	354
2025 Q3	$3.42K	Hold	50	–	–	﹤0.01%	354
2025 Q2	$3.18K	Hold	50	–	–	﹤0.01%	355
2025 Q1	$2.98K	Hold	50	–	–	﹤0.01%	350
2024 Q4	$3.25K	Hold	50	–	–	﹤0.01%	330
2024 Q3	$3.24K	Hold	50	–	–	﹤0.01%	317
2024 Q2	$3K	Hold	50	–	–	﹤0.01%	282
2024 Q1	$3.12K	Hold	50	–	–	﹤0.01%	266
2023 Q4	$2.98K	Sell	50 -6	-11%	-$322	﹤0.01%	272
2023 Q3	$2.92K	Hold	56	–	–	﹤0.01%	266
2023 Q2	$3.05K	Hold	56	–	–	﹤0.01%	263
2023 Q1	$2.94K	Buy	+56	New	+$3.03K	﹤0.01%	267

Other funds holding DFAS

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return