Carson Wealth (CWM LLC)
DFEV icon

Carson Wealth (CWM LLC)’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFEV Stock Details DFEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.82M Buy
50,890
+18,793
+59% +$685K ﹤0.01% 1240
2025
Q4 		$1.08M Buy
32,097
+1,633
+5% +$53.9K ﹤0.01% 1449
2025
Q3 		$971K Buy
+30,464
New +$944K ﹤0.01% 1427
2023
Q4 		– Sell
-473
Closed -$11K – 4208
2023
Q3 		$11K Buy
+473
New +$11.6K ﹤0.01% 3073

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 59% in Q1 2026, buying an estimated $685K and bringing the position to 50,890 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Carson Wealth (CWM LLC) first reported a position in DFEV in Q3 2023 and has held it in 4 quarters since. 271 funds tracked by Wall St. Rank hold DFEV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 50,890 shares of Dimensional Emerging Markets Value ETF worth $1.82M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 18,793 Dimensional Emerging Markets Value ETF shares in Q1 2026, an estimated $685K.
  • Dimensional Emerging Markets Value ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1240 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional Emerging Markets Value ETF in Q3 2023 and has held it in 4 quarters since.
  • 271 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2026.

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