Carson Wealth (CWM LLC)
DFAU icon

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

Carson Wealth (CWM LLC)’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Buy
23,290
+288
+1% +$13.5K ﹤0.01% 1507
2025
Q4 		$1.08M Buy
23,002
+6,113
+36% +$283K ﹤0.01% 1453
2025
Q3 		$773K Buy
16,889
+3,346
+25% +$147K ﹤0.01% 1546
2025
Q2 		$574K Buy
13,543
+368
+3% +$14.4K ﹤0.01% 1532
2025
Q1 		$506K Sell
13,175
-120
-0.9% -$4.87K ﹤0.01% 1437
2024
Q4 		$538K Sell
13,295
-10,021
-43% -$409K ﹤0.01% 1347
2024
Q3 		$925K Buy
23,316
+6,224
+36% +$238K ﹤0.01% 1082
2024
Q2 		$641K Buy
17,092
+13,441
+368% +$488K ﹤0.01% 1098
2024
Q1 		$133K Buy
3,651
+3,142
+617% +$109K ﹤0.01% 1714
2023
Q4 		$17K Sell
509
-837
-62% -$26K ﹤0.01% 2865
2023
Q3 		$40K Sell
1,346
-8,453
-86% -$263K ﹤0.01% 2202
2023
Q2 		$304K Buy
9,799
+7,842
+401% +$230K ﹤0.01% 1101
2023
Q1 		$56K Buy
1,957
+1,251
+177% +$35.4K ﹤0.01% 1794
2022
Q4 		$19K Sell
706
-688
-49% -$18.7K ﹤0.01% 2402
2022
Q3 		$35K Buy
1,394
+642
+85% +$17.9K ﹤0.01% 1850
2022
Q2 		$20K Buy
752
+29
+4% +$833 ﹤0.01% 2105
2022
Q1 		$23K Buy
723
+173
+31% +$5.37K ﹤0.01% 1986
2021
Q4 		$18K Buy
+550
New +$17.6K ﹤0.01% 2044

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Carson Wealth (CWM LLC) increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.3% in Q1 2026, buying an estimated $13.5K and bringing the position to 23,290 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Carson Wealth (CWM LLC) first reported a position in DFAU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.08M in Q4 2025. 578 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,290 shares of Dimensional US Core Equity Market ETF worth $1.05M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 288 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $13.5K.
  • Dimensional US Core Equity Market ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1507 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Dimensional US Core Equity Market ETF position peaked at $1.08M in Q4 2025.
  • 578 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

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