Carson Wealth (CWM LLC)
DFCA icon

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.4K Buy
409
+6
+1% +$302 ﹤0.01% 4402
2025
Q4 		$20K Buy
403
+3
+0.8% +$150 ﹤0.01% 4163
2025
Q3 		$20K Sell
400
-355
-47% -$17.5K ﹤0.01% 4116
2025
Q2 		$37K Hold
755
– – ﹤0.01% 3497
2025
Q1 		$37K Buy
755
+81
+12% +$4.05K ﹤0.01% 3221
2024
Q4 		$34K Hold
674
– – ﹤0.01% 3077
2024
Q3 		$34K Buy
+674
New +$34K ﹤0.01% 2985

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dimensional California Municipal Bond ETF (DFCA) stake by 1.5% in Q1 2026, buying an estimated $302 and bringing the position to 409 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4402.

Carson Wealth (CWM LLC) first reported a position in DFCA in Q3 2024 and has held it in 7 quarters since. The position peaked at $37K in Q2 2025. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 409 shares of Dimensional California Municipal Bond ETF worth $20.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6 Dimensional California Municipal Bond ETF shares in Q1 2026, an estimated $302.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4402 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional California Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Dimensional California Municipal Bond ETF position peaked at $37K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

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