Carson Wealth (CWM LLC)
DFAE icon

Carson Wealth (CWM LLC)’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.8M Buy
1,265,472
+17,881
+1% +$625K 0.11% 171
2025
Q4 		$40.6M Buy
1,247,591
+87,435
+8% +$2.81M 0.11% 170
2025
Q3 		$36.6M Buy
1,160,156
+36,831
+3% +$1.11M 0.11% 160
2025
Q2 		$32.5M Sell
1,123,325
-30,404
-3% -$816K 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% +$1.4M 0.12% 150
2024
Q3 		$29.9M Sell
1,089,012
-133,622
-11% -$3.48M 0.13% 147
2024
Q2 		$31.6M Buy
1,222,634
+73,960
+6% +$1.87M 0.15% 133
2024
Q1 		$28.4M Buy
1,148,674
+146,770
+15% +$3.52M 0.14% 148
2023
Q4 		$24.2M Buy
1,001,904
+6,915
+0.7% +$158K 0.13% 155
2023
Q3 		$22.5M Buy
994,989
+136,028
+16% +$3.21M 0.14% 146
2023
Q2 		$20.2M Buy
858,961
+78,779
+10% +$1.82M 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% +$1.99M 0.12% 158
2022
Q3 		$12.6M Buy
626,120
+110,494
+21% +$2.49M 0.1% 167
2022
Q2 		$11.9M Buy
+515,626
New +$12.6M 0.09% 172

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.4% in Q1 2026, buying an estimated $625K and bringing the position to 1,265,472 shares worth $42.8M. The position accounts for 0.11% of the portfolio, ranked #171.

Carson Wealth (CWM LLC) first reported a position in DFAE in Q2 2022 and has held it in 16 quarters since. 670 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,265,472 shares of Dimensional Emerging Core Equity Market ETF worth $42.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 17,881 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $625K.
  • Dimensional Emerging Core Equity Market ETF made up 0.11% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #171 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and has held it in 16 quarters since.
  • 670 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

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