Carson Wealth (CWM LLC)’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
13,543
+368
| +3% | +$15.6K | ﹤0.01% | 1531 |
|
|
2025
Q1 | $506K | Sell |
13,175
-120
| -0.9% | -$4.61K | ﹤0.01% | 1435 |
|
|
2024
Q4 | $538K | Sell |
13,295
-10,021
| -43% | -$406K | ﹤0.01% | 1346 |
|
|
2024
Q3 | $925K | Buy |
23,316
+6,224
| +36% | +$247K | ﹤0.01% | 1081 |
|
|
2024
Q2 | $641K | Buy |
17,092
+13,441
| +368% | +$504K | ﹤0.01% | 1097 |
|
|
2024
Q1 | $133K | Buy |
3,651
+3,142
| +617% | +$114K | ﹤0.01% | 1712 |
|
|
2023
Q4 | $17K | Sell |
509
-837
| -62% | -$28K | ﹤0.01% | 2862 |
|
|
2023
Q3 | $40K | Sell |
1,346
-8,453
| -86% | -$251K | ﹤0.01% | 2201 |
|
|
2023
Q2 | $304K | Buy |
9,799
+7,842
| +401% | +$243K | ﹤0.01% | 1099 |
|
|
2023
Q1 | $56K | Buy |
1,957
+1,251
| +177% | +$35.8K | ﹤0.01% | 1792 |
|
|
2022
Q4 | $19K | Sell |
706
-688
| -49% | -$18.5K | ﹤0.01% | 2400 |
|
|
2022
Q3 | $35K | Buy |
1,394
+642
| +85% | +$16.1K | ﹤0.01% | 1848 |
|
|
2022
Q2 | $20K | Buy |
752
+29
| +4% | +$771 | ﹤0.01% | 2102 |
|
|
2022
Q1 | $23K | Buy |
723
+173
| +31% | +$5.5K | ﹤0.01% | 1983 |
|
|
2021
Q4 | $18K | Buy |
+550
| New | +$18K | ﹤0.01% | 2040 |
|