CWM
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Cranbrook Wealth Management’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Cranbrook Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-283
Closed -$13K – 352
2021
Q4 		$13K Buy
+283
New +$13.3K ﹤0.01% 264

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Creative Planning
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FFM
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MWM
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SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Cranbrook Wealth Management's DFAT Position: Q1 2022 in Review

Cranbrook Wealth Management sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q1 2022, closing a stake of 283 shares — an estimated $13K sold.

Cranbrook Wealth Management first reported a position in DFAT in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 341 funds tracked by Wall St. Rank hold DFAT as of Q1 2022.

  • Cranbrook Wealth Management reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q1 2022 after selling out during the quarter.
  • Cranbrook Wealth Management sold 283 U.S. Targeted Value Portfolio ETF Class Shares shares in Q1 2022, an estimated $13K.
  • Cranbrook Wealth Management first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2021 and held it in 1 quarter.
  • Cranbrook Wealth Management's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $13K in Q4 2021.
  • 341 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q1 2022.

Based on Cranbrook Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.