Carson Wealth (CWM LLC)
DEHP icon

Carson Wealth (CWM LLC)’s Dimensional Emerging Markets High Profitability ETF DEHP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DEHP Stock Details DEHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-351
Closed -$8K – 4206
2023
Q3 		$8K Buy
+351
New +$8.29K ﹤0.01% 3234

Other funds holding DEHP

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $879M AUM 22.03% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DEHP Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Dimensional Emerging Markets High Profitability ETF (DEHP) in Q4 2023, closing a stake of 351 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in DEHP in Q3 2023 and held it in 1 quarter. The position peaked at $8K in Q3 2023. 58 funds tracked by Wall St. Rank hold DEHP as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Dimensional Emerging Markets High Profitability ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 351 Dimensional Emerging Markets High Profitability ETF shares in Q4 2023, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional Emerging Markets High Profitability ETF in Q3 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Dimensional Emerging Markets High Profitability ETF position peaked at $8K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held Dimensional Emerging Markets High Profitability ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.