Carson Wealth (CWM LLC)’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5M | Sell |
1,123,325
-30,404
| -3% | -$880K | 0.11% | 159 |
|
|
2025
Q1 | $29.9M | Buy |
1,153,729
+11,882
| +1% | +$308K | 0.12% | 158 |
|
|
2024
Q4 | $29M | Buy |
1,141,847
+52,835
| +5% | +$1.34M | 0.12% | 150 |
|
|
2024
Q3 | $29.9M | Sell |
1,089,012
-133,622
| -11% | -$3.66M | 0.13% | 147 |
|
|
2024
Q2 | $31.6M | Buy |
1,222,634
+73,960
| +6% | +$1.91M | 0.15% | 133 |
|
|
2024
Q1 | $28.4M | Buy |
1,148,674
+146,770
| +15% | +$3.63M | 0.14% | 148 |
|
|
2023
Q4 | $24.2M | Buy |
1,001,904
+6,915
| +0.7% | +$167K | 0.13% | 155 |
|
|
2023
Q3 | $22.5M | Buy |
994,989
+136,028
| +16% | +$3.07M | 0.14% | 146 |
|
|
2023
Q2 | $20.2M | Buy |
858,961
+78,779
| +10% | +$1.85M | 0.12% | 155 |
|
|
2023
Q1 | $18M | Buy |
780,182
+60,526
| +8% | +$1.39M | 0.12% | 155 |
|
|
2022
Q4 | $15.8M | Buy |
719,656
+93,536
| +15% | +$2.05M | 0.12% | 158 |
|
|
2022
Q3 | $12.6M | Buy |
626,120
+110,494
| +21% | +$2.22M | 0.1% | 167 |
|
|
2022
Q2 | $11.9M | Buy |
+515,626
| New | +$11.9M | 0.09% | 172 |
|