Carson Wealth (CWM LLC)
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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
2025
Q3 		$135K Sell
2025
Q2 		$136K Buy
2025
Q1 		$133K Sell
2024
Q4 		$174K Sell
2024
Q3 		$283K Sell
2024
Q2 		$460K Buy
2024
Q1 		– Sell
2023
Q4 		$5K Sell
2023
Q3 		$11K Buy