Carson Wealth (CWM LLC)
DFGP icon

Carson Wealth (CWM LLC)’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFGP Stock Details DFGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$73.8K Buy
1,366
+666
+95% +$36.2K ﹤0.01% 3513
2025
Q4 		$38K Buy
+700
New +$38.5K ﹤0.01% 3799

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 95% in Q1 2026, buying an estimated $36.2K and bringing the position to 1,366 shares worth $73.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3513.

Carson Wealth (CWM LLC) first reported a position in DFGP in Q4 2025 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,366 shares of Dimensional Global Core Plus Fixed Income ETF worth $73.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 666 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $36.2K.
  • Dimensional Global Core Plus Fixed Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3513 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

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