Carson Wealth (CWM LLC)
DEXC

Carson Wealth (CWM LLC)’s Dimensional Emerging Markets ex China Core Equity ETF DEXC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DEXC Stock Details DEXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$220K Buy
3,394
+1,047
+45% +$69K ﹤0.01% 2659
2025
Q4 		$142K Sell
2,347
-3,234
-58% -$190K ﹤0.01% 2825
2025
Q3 		$316K Buy
5,581
+3,234
+138% +$179K ﹤0.01% 2087
2025
Q2 		$128K Sell
2,347
-2,242
-49% -$113K ﹤0.01% 2516
2025
Q1 		$219K Buy
+4,589
New +$223K ﹤0.01% 1866

Other funds holding DEXC

FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
BFA
Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RWRC
R.W. Roge & Company Bohemia, New York $239M AUM 23.2% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DEXC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Dimensional Emerging Markets ex China Core Equity ETF (DEXC) stake by 45% in Q1 2026, buying an estimated $69K and bringing the position to 3,394 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2659.

Carson Wealth (CWM LLC) first reported a position in DEXC in Q1 2025 and has held it in 5 quarters since. The position peaked at $316K in Q3 2025. 50 funds tracked by Wall St. Rank hold DEXC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,394 shares of Dimensional Emerging Markets ex China Core Equity ETF worth $220K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,047 Dimensional Emerging Markets ex China Core Equity ETF shares in Q1 2026, an estimated $69K.
  • Dimensional Emerging Markets ex China Core Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2659 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional Emerging Markets ex China Core Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Dimensional Emerging Markets ex China Core Equity ETF position peaked at $316K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Dimensional Emerging Markets ex China Core Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.