Carson Wealth (CWM LLC)
DFGX icon

Carson Wealth (CWM LLC)’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFGX Stock Details DFGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$140K Buy
2,662
+137
+5% +$7.25K ﹤0.01% 3005
2025
Q4 		$133K Buy
2,525
+108
+4% +$5.82K ﹤0.01% 2858
2025
Q3 		$130K Hold
2,417
– – ﹤0.01% 2770
2025
Q2 		$129K Hold
2,417
– – ﹤0.01% 2500
2025
Q1 		$126K Buy
2,417
+1
+0% +$52 ﹤0.01% 2236
2024
Q4 		$126K Buy
2,416
+493
+26% +$26.4K ﹤0.01% 2126
2024
Q3 		$104K Buy
+1,923
New +$103K ﹤0.01% 2174
2024
Q1 		– Sell
-793
Closed -$42K – 4395
2023
Q4 		$42K Buy
+793
New +$41K ﹤0.01% 2290

Other funds holding DFGX

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $382M AUM 19.08% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 5.4% in Q1 2026, buying an estimated $7.25K and bringing the position to 2,662 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #3005.

Carson Wealth (CWM LLC) first reported a position in DFGX in Q4 2023 and has held it in 8 quarters since. 164 funds tracked by Wall St. Rank hold DFGX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,662 shares of Dimensional International Core Fixed Income ETF worth $140K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 137 Dimensional International Core Fixed Income ETF shares in Q1 2026, an estimated $7.25K.
  • Dimensional International Core Fixed Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3005 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional International Core Fixed Income ETF in Q4 2023 and has held it in 8 quarters since.
  • 164 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q1 2026.

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