Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DCOR Stock Details DCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$762K Buy
2025
Q2 		$708K Buy
2025
Q1 		$279K Buy
2024
Q4 		$291K Buy
2024
Q3 		$233K Buy
2024
Q2 		$101K Hold
2024
Q1 		$100K Hold
2023
Q4 		$91K Buy