CWM
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Cranbrook Wealth Management’s Dimensional US Targeted Value ETF 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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Cranbrook Wealth Management's DFAT Position: Q1 2022 in Review

Cranbrook Wealth Management sold out of Dimensional US Targeted Value ETF (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. 340 funds tracked by Wall St. Rank hold DFAT as of Q1 2022.

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

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