Carson Wealth (CWM LLC)
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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$76K Buy
+1,135
New +$76K ﹤0.01% 2937
2024
Q4 		– Sell
-3
Closed – – 4949
2024
Q3 		$0 Hold
3
– – ﹤0.01% 4880
2024
Q2 		$0 Buy
+3
New – ﹤0.01% 4649