Carson Wealth (CWM LLC)’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.22M | Buy |
211,733
+3,513
| +2% | +$103K | 0.02% | 525 |
|
|
2025
Q1 | $5.46M | Sell |
208,220
-1,814
| -0.9% | -$47.5K | 0.02% | 505 |
|
|
2024
Q4 | $5.22M | Sell |
210,034
-552
| -0.3% | -$13.7K | 0.02% | 466 |
|
|
2024
Q3 | $5.69M | Buy |
210,586
+62,456
| +42% | +$1.69M | 0.02% | 417 |
|
|
2024
Q2 | $3.77M | Buy |
148,130
+81,274
| +122% | +$2.07M | 0.02% | 479 |
|
|
2024
Q1 | $1.7M | Buy |
66,856
+7,486
| +13% | +$190K | 0.01% | 672 |
|
|
2023
Q4 | $1.45M | Buy |
59,370
+28,499
| +92% | +$696K | 0.01% | 663 |
|
|
2023
Q3 | $695K | Buy |
30,871
+13,763
| +80% | +$310K | ﹤0.01% | 872 |
|
|
2023
Q2 | $399K | Buy |
17,108
+546
| +3% | +$12.7K | ﹤0.01% | 1007 |
|
|
2023
Q1 | $382K | Sell |
16,562
-24
| -0.1% | -$554 | ﹤0.01% | 973 |
|
|
2022
Q4 | $358K | Buy |
16,586
+8,904
| +116% | +$192K | ﹤0.01% | 897 |
|
|
2022
Q3 | $145K | Buy |
7,682
+1,824
| +31% | +$34.4K | ﹤0.01% | 1170 |
|
|
2022
Q2 | $126K | Buy |
+5,858
| New | +$126K | ﹤0.01% | 1220 |
|
|
2022
Q1 | – | Sell |
-1,898
| Closed | -$50K | – | 3563 |
|
|
2021
Q4 | $50K | Buy |
+1,898
| New | +$50K | ﹤0.01% | 1561 |
|