Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Dimensional US Small Cap ETF DFAS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.16M Sell
128,719
-39,322
-23% -$2.89M 0.02% 585
2025
Q4 		$11.7M Sell
168,041
-12,035
-7% -$830K 0.03% 465
2025
Q3 		$12.3M Sell
180,076
-2,141
-1% -$143K 0.04% 403
2025
Q2 		$11.6M Buy
182,217
+18,497
+11% +$1.11M 0.04% 359
2025
Q1 		$9.78M Sell
163,720
-8,024
-5% -$516K 0.04% 356
2024
Q4 		$11.2M Sell
171,744
-11,760
-6% -$787K 0.05% 299
2024
Q3 		$11.9M Sell
183,504
-22,151
-11% -$1.39M 0.05% 284
2024
Q2 		$12.4M Buy
205,655
+13,459
+7% +$810K 0.06% 266
2024
Q1 		$12M Buy
192,196
+21,186
+12% +$1.25M 0.06% 262
2023
Q4 		$10.2M Buy
171,010
+66,361
+63% +$3.56M 0.05% 273
2023
Q3 		$5.49M Buy
104,649
+85,181
+438% +$4.69M 0.03% 344
2023
Q2 		$1.07M Buy
19,468
+7,243
+59% +$378K 0.01% 696
2023
Q1 		$644K Hold
12,225
– – ﹤0.01% 809
2022
Q4 		$625K Sell
12,225
-879
-7% -$45.3K ﹤0.01% 734
2022
Q3 		$610K Buy
13,104
+125
+1% +$6.38K ﹤0.01% 692
2022
Q2 		$623K Buy
+12,979
New +$673K ﹤0.01% 678
2022
Q1 		– Sell
-12,070
Closed -$724K – 3580
2021
Q4 		$724K Buy
+12,070
New +$729K 0.01% 639
2021
Q2 		$658K Buy
+11,263
New +$655K 0.01% 631

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