Carson Wealth (CWM LLC)
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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
2025
Q3 		$603K Buy
2025
Q2 		$491K Sell
2025
Q1 		$489K Sell
2024
Q4 		$514K Sell
2024
Q3 		$1.2M Sell
2024
Q2 		$2.15M Buy
2024
Q1 		– Sell
2023
Q4 		$20K Buy
2023
Q3 		$13K Buy