Carson Wealth (CWM LLC)
DFAX icon

Carson Wealth (CWM LLC)’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.5M Buy
486,972
+302,012
+163% +$10.5M 0.04% 391
2025
Q4 		$6.05M Sell
184,960
-48,212
-21% -$1.54M 0.02% 705
2025
Q3 		$7.32M Buy
233,172
+21,439
+10% +$651K 0.02% 576
2025
Q2 		$6.22M Buy
211,733
+3,513
+2% +$96.7K 0.02% 525
2025
Q1 		$5.46M Sell
208,220
-1,814
-0.9% -$47.1K 0.02% 505
2024
Q4 		$5.22M Sell
210,034
-552
-0.3% -$14.3K 0.02% 466
2024
Q3 		$5.69M Buy
210,586
+62,456
+42% +$1.62M 0.02% 418
2024
Q2 		$3.77M Buy
148,130
+81,274
+122% +$2.08M 0.02% 480
2024
Q1 		$1.7M Buy
66,856
+7,486
+13% +$183K 0.01% 673
2023
Q4 		$1.45M Buy
59,370
+28,499
+92% +$652K 0.01% 664
2023
Q3 		$695K Buy
30,871
+13,763
+80% +$322K ﹤0.01% 873
2023
Q2 		$399K Buy
17,108
+546
+3% +$12.7K ﹤0.01% 1009
2023
Q1 		$382K Sell
16,562
-24
-0.1% -$548 ﹤0.01% 975
2022
Q4 		$358K Buy
16,586
+8,904
+116% +$185K ﹤0.01% 899
2022
Q3 		$145K Buy
7,682
+1,824
+31% +$38.7K ﹤0.01% 1172
2022
Q2 		$126K Buy
+5,858
New +$136K ﹤0.01% 1222
2022
Q1 		– Sell
-1,898
Closed -$50K – 3581
2021
Q4 		$50K Buy
+1,898
New +$49.6K ﹤0.01% 1563

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 163% in Q1 2026, buying an estimated $10.5M and bringing the position to 486,972 shares worth $16.5M. The position accounts for 0.04% of the portfolio, ranked #391.

Carson Wealth (CWM LLC) first reported a position in DFAX in Q4 2021 and has held it in 17 quarters since. 697 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 486,972 shares of Dimensional World ex US Core Equity 2 ETF worth $16.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 302,012 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $10.5M.
  • Dimensional World ex US Core Equity 2 ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #391 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 17 quarters since.
  • 697 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

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