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

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 9.1% in Q1 2026, buying an estimated $5.41M and bringing the position to 1,827,269 shares worth $63.1M. The position accounts for 0.17% of the portfolio, ranked #128.

Carson Wealth (CWM LLC) first reported a position in DFEM in Q3 2023 and has held it in 10 quarters since. 561 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,827,269 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $63.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 152,408 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $5.41M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.17% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #128 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2023 and has held it in 10 quarters since.
  • 561 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

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