Carson Wealth (CWM LLC)
DFAI

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
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
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return