Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFCA Stock Details DFCA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$37K Hold
755
– – ﹤0.01% 3495
2025
Q1 		$37K Buy
755
+81
+12% +$3.97K ﹤0.01% 3218
2024
Q4 		$34K Hold
674
– – ﹤0.01% 3075
2024
Q3 		$34K Buy
+674
New +$34K ﹤0.01% 2983