Carson Wealth (CWM LLC)’s Dimensional US Small Cap ETF DFAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $11.7M | Sell |
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|
2025
Q3 | $12.3M | Sell |
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|
2025
Q2 | $11.6M | Buy |
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|
2025
Q1 | $9.78M | Sell |
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|
2024
Q4 | $11.2M | Sell |
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|
2024
Q3 | $11.9M | Sell |
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|
2024
Q2 | $12.4M | Buy |
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|
2024
Q1 | $12M | Buy |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $5.49M | Buy |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $644K | Hold |
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|
2022
Q4 | $625K | Sell |
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|
2022
Q3 | $610K | Buy |
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|
2022
Q2 | $623K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $724K | Buy |
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|
2021
Q2 | $658K | Buy |
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