Carson Wealth (CWM LLC)
DFCF icon

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

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1.5% in Q1 2026, buying an estimated $15.4K and bringing the position to 24,910 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Carson Wealth (CWM LLC) first reported a position in DFCF in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.05M in Q3 2025. 484 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 24,910 shares of Dimensional Core Fixed Income ETF worth $1.05M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 362 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $15.4K.
  • Dimensional Core Fixed Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1506 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Dimensional Core Fixed Income ETF position peaked at $1.05M in Q3 2025.
  • 484 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

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