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

Carson Wealth (CWM LLC)’s Portfolio DFAI Stock Details DFAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.46M	Sell	37,506 -3,740	-9%	-$150K	﹤0.01%	1343
2025 Q4	$1.57M	Buy	41,246 +36,361	+744%	+$1.35M	﹤0.01%	1261
2025 Q3	$178K	Buy	4,885 +134	+3%	+$4.74K	﹤0.01%	2535
2025 Q2	$164K	Buy	4,751 +3,906	+462%	+$128K	﹤0.01%	2346
2025 Q1	$26K	Sell	845 -368	-30%	-$11.4K	﹤0.01%	3484
2024 Q4	$35K	Sell	1,213 -754	-38%	-$22.9K	﹤0.01%	3051
2024 Q3	$63K	Buy	1,967 +1,590	+422%	+$48.7K	﹤0.01%	2519
2024 Q2	$11K	Sell	377 -768	-67%	-$23K	﹤0.01%	3471
2024 Q1	$35K	Buy	1,145 +587	+105%	+$17K	﹤0.01%	2536
2023 Q4	$16K	Sell	558 -906	-62%	-$24.2K	﹤0.01%	2900
2023 Q3	$38K	Buy	+1,464	New	+$39.8K	﹤0.01%	2241

Other funds holding DFAI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 9.1% in Q1 2026, selling an estimated $150K and leaving 37,506 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Carson Wealth (CWM LLC) first reported a position in DFAI in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.57M in Q4 2025. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Carson Wealth (CWM LLC) held 37,506 shares of Dimensional International Core Equity Market ETF worth $1.46M as of Q1 2026.
Carson Wealth (CWM LLC) sold 3,740 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $150K.
Dimensional International Core Equity Market ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1343 holding.
Carson Wealth (CWM LLC) first reported a position in Dimensional International Core Equity Market ETF in Q3 2023 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s Dimensional International Core Equity Market ETF position peaked at $1.57M in Q4 2025.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

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