CWM
DFIV icon

Cranbrook Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Cranbrook Wealth Management’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-436
Closed -$14K – 353
2021
Q4 		$14K Buy
+436
New +$14.5K ﹤0.01% 255

Other funds holding DFIV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return

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

Cranbrook Wealth Management sold out of Dimensional International Value ETF (DFIV) in Q1 2022, closing a stake of 436 shares — an estimated $14K sold.

Cranbrook Wealth Management first reported a position in DFIV in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 264 funds tracked by Wall St. Rank hold DFIV as of Q1 2022.

  • Cranbrook Wealth Management reported no remaining Dimensional International Value ETF position as of Q1 2022 after selling out during the quarter.
  • Cranbrook Wealth Management sold 436 Dimensional International Value ETF shares in Q1 2022, an estimated $14K.
  • Cranbrook Wealth Management first reported a position in Dimensional International Value ETF in Q4 2021 and held it in 1 quarter.
  • Cranbrook Wealth Management's Dimensional International Value ETF position peaked at $14K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2022.

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