Carson Wealth (CWM LLC)
DFEM icon

Carson Wealth (CWM LLC)’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63.1M Buy
1,827,269
+152,408
+9% +$5.41M 0.17% 128
2025
Q4 		$55.4M Buy
1,674,861
+1,656,049
+8,803% +$54.1M 0.15% 130
2025
Q3 		$603K Buy
18,812
+2,274
+14% +$70.2K ﹤0.01% 1693
2025
Q2 		$491K Sell
16,538
-1,952
-11% -$53.7K ﹤0.01% 1599
2025
Q1 		$489K Sell
18,490
-1,138
-6% -$30.3K ﹤0.01% 1449
2024
Q4 		$514K Sell
19,628
-23,127
-54% -$629K ﹤0.01% 1368
2024
Q3 		$1.2M Sell
42,755
-37,504
-47% -$1.01M 0.01% 916
2024
Q2 		$2.15M Buy
+80,259
New +$2.1M 0.01% 630
2024
Q1 		– Sell
-810
Closed -$20K – 4393
2023
Q4 		$20K Buy
810
+250
+45% +$5.91K ﹤0.01% 2768
2023
Q3 		$13K Buy
+560
New +$13.5K ﹤0.01% 2972

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