Carson Wealth (CWM LLC)
DFIC icon

Carson Wealth (CWM LLC)’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$489K Buy
13,769
+3,826
+38% +$139K ﹤0.01% 2032
2025
Q4 		$343K Buy
9,943
+1,577
+19% +$52.6K ﹤0.01% 2176
2025
Q3 		$274K Buy
8,366
+4,316
+107% +$138K ﹤0.01% 2203
2025
Q2 		$126K Buy
4,050
+382
+10% +$11.2K ﹤0.01% 2524
2025
Q1 		$102K Sell
3,668
-71
-2% -$1.94K ﹤0.01% 2412
2024
Q4 		$97K Sell
3,739
-2,333
-38% -$62.6K ﹤0.01% 2297
2024
Q3 		$171K Sell
6,072
-13,352
-69% -$362K ﹤0.01% 1840
2024
Q2 		$511K Buy
+19,424
New +$518K ﹤0.01% 1188
2024
Q1 		– Sell
-2,023
Closed -$52K – 4396
2023
Q4 		$52K Sell
2,023
-17
-0.8% -$404 ﹤0.01% 2151
2023
Q3 		$48K Buy
+2,040
New +$49.5K ﹤0.01% 2084

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 38% in Q1 2026, buying an estimated $139K and bringing the position to 13,769 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

Carson Wealth (CWM LLC) first reported a position in DFIC in Q3 2023 and has held it in 10 quarters since. The position peaked at $511K in Q2 2024. 612 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,769 shares of Dimensional International Core Equity 2 ETF worth $489K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,826 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $139K.
  • Dimensional International Core Equity 2 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2032 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional International Core Equity 2 ETF in Q3 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Dimensional International Core Equity 2 ETF position peaked at $511K in Q2 2024.
  • 612 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

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