Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFCF Stock Details DFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.05M	Buy	24,910 +362	+1%	+$15.4K	﹤0.01%	1506
2025 Q4	$1.04M	Sell	24,548 -125	-0.5%	-$5.36K	﹤0.01%	1472
2025 Q3	$1.05M	Buy	24,673 +19,605	+387%	+$832K	﹤0.01%	1371
2025 Q2	$214K	Buy	5,068 +14	+0.3%	+$584	﹤0.01%	2122
2025 Q1	$213K	Sell	5,054 -2,081	-29%	-$86.7K	﹤0.01%	1883
2024 Q4	$294K	Buy	7,135 +633	+10%	+$26.7K	﹤0.01%	1600
2024 Q3	$281K	Buy	6,502 +6,177	+1,901%	+$263K	﹤0.01%	1577
2024 Q2	$13K	Sell	325 -256	-44%	-$10.6K	﹤0.01%	3377
2024 Q1	$24K	Sell	581 -705	-55%	-$29.6K	﹤0.01%	2772
2023 Q4	$55K	Buy	1,286 +992	+337%	+$40.6K	﹤0.01%	2113
2023 Q3	$12K	Sell	294 -474	-62%	-$19.5K	﹤0.01%	3030
2023 Q2	$32K	Buy	768 +6	+0.8%	+$253	﹤0.01%	2311
2023 Q1	$32K	Sell	762 -8	-1%	-$338	﹤0.01%	2179
2022 Q4	$32K	Buy	770 +489	+174%	+$20.2K	﹤0.01%	2038
2022 Q3	$11K	Buy	281 +5	+2%	+$217	﹤0.01%	2616
2022 Q2	$12K	Buy	+276	New	+$12.2K	﹤0.01%	2457

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return