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

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SFA
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RW
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ST
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OIA
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AF
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AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
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AWA
Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM