Carson Wealth (CWM LLC)’s Dimensional World Equity ETF DFAW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFAW Stock Details DFAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$592K	Sell	8,026 -2,370	-23%	-$180K	﹤0.01%	1891
2025 Q4	$769K	Buy	10,396 +9,145	+731%	+$665K	﹤0.01%	1657
2025 Q3	$90K	Buy	1,251 +116	+10%	+$8.07K	﹤0.01%	3061
2025 Q2	$76K	Buy	+1,135	New	+$71K	﹤0.01%	2939
2024 Q4	–	Sell	-3	Closed	–	–	4951
2024 Q3	$0	Hold	3	–	–	﹤0.01%	4883
2024 Q2	$0	Buy	+3	New	+$176	﹤0.01%	4652

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

KSWWM

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Dimensional World Equity ETF (DFAW) stake by 23% in Q1 2026, selling an estimated $180K and leaving 8,026 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

Carson Wealth (CWM LLC) first reported a position in DFAW in Q2 2024 and has held it in 6 quarters since. The position peaked at $769K in Q4 2025. 202 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Carson Wealth (CWM LLC) held 8,026 shares of Dimensional World Equity ETF worth $592K as of Q1 2026.
Carson Wealth (CWM LLC) sold 2,370 Dimensional World Equity ETF shares in Q1 2026, an estimated $180K.
Dimensional World Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1891 holding.
Carson Wealth (CWM LLC) first reported a position in Dimensional World Equity ETF in Q2 2024 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s Dimensional World Equity ETF position peaked at $769K in Q4 2025.
202 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

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