Carson Wealth (CWM LLC)’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.05M | Buy |
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|
2025
Q2 | $214K | Buy |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $294K | Buy |
|
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|
2024
Q3 | $281K | Buy |
|
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|
2024
Q2 | $13K | Sell |
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|
2024
Q1 | $24K | Sell |
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|
2023
Q4 | $55K | Buy |
|
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|
2023
Q3 | $12K | Sell |
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|
2023
Q2 | $32K | Buy |
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|
2023
Q1 | $32K | Sell |
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|
2022
Q4 | $32K | Buy |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | $12K | Buy |
|