Carson Wealth (CWM LLC)
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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
2025
Q3 		$274K Buy
2025
Q2 		$126K Buy
2025
Q1 		$102K Sell
2024
Q4 		$97K Sell
2024
Q3 		$171K Sell
2024
Q2 		$511K Buy
2024
Q1 		– Sell
2023
Q4 		$52K Sell
2023
Q3 		$48K Buy