Carson Wealth (CWM LLC)
DFAR icon

Carson Wealth (CWM LLC)’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-729
Closed -$16K – 4651
2024
Q1 		$16K Buy
729
+728
+72,800% +$16K ﹤0.01% 3036
2023
Q4 		$0 Sell
1
-243
-100% -$4.98K ﹤0.01% 4207
2023
Q3 		$5K Sell
244
-2,892
-92% -$61.3K ﹤0.01% 3436
2023
Q2 		$67K Buy
3,136
+2,893
+1,191% +$61.2K ﹤0.01% 1792
2023
Q1 		$5K Buy
+243
New +$5.34K ﹤0.01% 3273

Other funds holding DFAR

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
BFA
Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DFAR Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2024, closing a stake of 729 shares — an estimated $16K sold.

Carson Wealth (CWM LLC) first reported a position in DFAR in Q1 2023 and held it in 5 quarters. The position peaked at $67K in Q2 2023. 190 funds tracked by Wall St. Rank hold DFAR as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 729 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2024, an estimated $16K.
  • Carson Wealth (CWM LLC) first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2023 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $67K in Q2 2023.
  • 190 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.