Carson Wealth (CWM LLC)
DFAC icon

Carson Wealth (CWM LLC)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.9M Sell
434,837
-160,306
-27% -$6.46M 0.04% 379
2025
Q4 		$23.6M Buy
595,143
+12,588
+2% +$491K 0.06% 276
2025
Q3 		$22.5M Buy
582,555
+2,781
+0.5% +$104K 0.07% 245
2025
Q2 		$20.8M Sell
579,774
-22,662
-4% -$756K 0.07% 231
2025
Q1 		$19.9M Buy
602,436
+20,920
+4% +$726K 0.08% 220
2024
Q4 		$20.1M Sell
581,516
-37,967
-6% -$1.34M 0.08% 204
2024
Q3 		$21.2M Buy
619,483
+53,111
+9% +$1.75M 0.09% 196
2024
Q2 		$18.3M Buy
566,372
+287,694
+103% +$9.07M 0.09% 216
2024
Q1 		$8.9M Buy
278,678
+76,732
+38% +$2.32M 0.04% 309
2023
Q4 		$5.9M Buy
201,946
+75,032
+59% +$2.03M 0.03% 364
2023
Q3 		$3.33M Buy
126,914
+52,448
+70% +$1.43M 0.02% 442
2023
Q2 		$2.02M Buy
74,466
+2,082
+3% +$53.7K 0.01% 516
2023
Q1 		$1.84M Buy
72,384
+1,576
+2% +$39.9K 0.01% 493
2022
Q4 		$1.72M Sell
70,808
-2,278
-3% -$55.4K 0.01% 470
2022
Q3 		$1.63M Sell
73,086
-593
-0.8% -$14.6K 0.01% 446
2022
Q2 		$1.72M Buy
+73,679
New +$1.87M 0.01% 426
2022
Q1 		– Sell
-79,422
Closed -$2.3M – 3578
2021
Q4 		$2.3M Buy
+79,422
New +$2.24M 0.02% 405
2021
Q2 		$2.17M Buy
+80,507
New +$2.14M 0.02% 406

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 27% in Q1 2026, selling an estimated $6.46M and leaving 434,837 shares worth $16.9M. The position accounts for 0.04% of the portfolio, ranked #379.

Carson Wealth (CWM LLC) first reported a position in DFAC in Q2 2021 and has held it in 18 quarters since. The position peaked at $23.6M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 434,837 shares of Dimensional US Core Equity 2 ETF worth $16.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 160,306 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $6.46M.
  • Dimensional US Core Equity 2 ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #379 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Dimensional US Core Equity 2 ETF position peaked at $23.6M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

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