Carson Wealth (CWM LLC)
DFGR icon

Carson Wealth (CWM LLC)’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFGR Stock Details DFGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.8M Buy
705,922
+125,154
+22% +$3.43M 0.05% 353
2025
Q4 		$15.3M Buy
580,768
+575,838
+11,680% +$15.5M 0.04% 394
2025
Q3 		$135K Sell
4,930
-125
-2% -$3.38K ﹤0.01% 2744
2025
Q2 		$136K Buy
5,055
+3
+0.1% +$79 ﹤0.01% 2465
2025
Q1 		$133K Sell
5,052
-1,748
-26% -$45.6K ﹤0.01% 2186
2024
Q4 		$174K Sell
6,800
-2,993
-31% -$82.1K ﹤0.01% 1917
2024
Q3 		$283K Sell
9,793
-8,597
-47% -$234K ﹤0.01% 1567
2024
Q2 		$460K Buy
+18,390
New +$453K ﹤0.01% 1223
2024
Q1 		– Sell
-211
Closed -$5K – 4394
2023
Q4 		$5K Sell
211
-299
-59% -$7.01K ﹤0.01% 3496
2023
Q3 		$11K Buy
+510
New +$12.3K ﹤0.01% 3074

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dimensional Global Real Estate ETF (DFGR) stake by 22% in Q1 2026, buying an estimated $3.43M and bringing the position to 705,922 shares worth $18.8M. The position accounts for 0.05% of the portfolio, ranked #353.

Carson Wealth (CWM LLC) first reported a position in DFGR in Q3 2023 and has held it in 10 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 705,922 shares of Dimensional Global Real Estate ETF worth $18.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 125,154 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $3.43M.
  • Dimensional Global Real Estate ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #353 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional Global Real Estate ETF in Q3 2023 and has held it in 10 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

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