Carson Wealth (CWM LLC)

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

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Fidelity Investments

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True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return